Tag: private banking

The compliance landscape for regulated financial services firms has shifted considerably in recent years. Regulators are no longer willing to accept that enhanced due...

WealthAi, an AI operating system built for wealth managers, private banks and family offices, has unveiled its new Client File product, designed to consolidate...

Belgian WealthTech Abbove, a European wealth planning platform operating on a white-label B2B2C model, has announced the deployment of its technology at ING Belgium,...

Private banking chief information officers are sitting on an uncomfortable truth: if your core platform was built five to seven years ago, you are...

CaixaBank has launched GlobalView, a financial positions aggregator that allows its wealth management clients to consolidate and analyse holdings across multiple financial institutions through a...

Prometeia is expanding its international presence through its dedicated Luxembourg branch. The Italy-headquartered advisory and analytics group brings more than 50 years of experience across...

CMB Monaco, a Monaco-based private bank specialising in bespoke private banking services, has completed its migration to the integrated technology platform combining Avaloq and...

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...

Avaloq, a banking software and services provider, and Aladdin Wealth, BlackRock's wealth technology platform, have deepened their partnership with Arab Bank Switzerland, a Swiss...

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...