Tag: private banking
The advice continuum threatens holistic financial planning
The financial advice market is no longer a simple choice between doing it yourself and paying for a full-service adviser. According to Ortec Finance,...
InvestGB unifies wealth operations on Avaloq platform
Gulf Capital Investment Company KSCC (InvestGB), the investment division of Gulf Bank, has finished a front-to-back overhaul of its operations by moving onto technology...
What banks need to know before the EUDI Wallet deadline
The foundations of digital identity across European banking are being rebuilt, and fincite has set out what regulated financial institutions need to know before...
Why wealthy clients’ hidden assets are banks’ biggest blind spot
Few wealthy clients keep their fortune with a single bank. Assets are typically spread across several custodians, multiple bank accounts, property and alternative investments....
Why private banks are ditching fragmented advisory tools
Which software do leading private banks rely on for investment advisory? According to WealthTech firm fincite, the honest answer is not one product but...
Why slow onboarding is costing private banks clients
Onboarding is the first impression a new client forms of their private bank, yet according to fincite, it is often the weakest link in...
Flex lands $70m as private banking goes borderless
Flex, the AI-native private banking platform for high-net-worth business owners in the middle market, has secured a $70m Series B1 round to power the...
Why private banks are ditching fragmented advisory tools
The question of which software leading private banks rely on for investment advisory has no single-product answer, according to WealthTech firm fincite. Instead, a distinct...
Banyan takes majority stake in Swiss WealthTech WIZE
Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one...
The compliance gap EDD software is closing fast
The compliance landscape for regulated financial services firms has shifted considerably in recent years. Regulators are no longer willing to accept that enhanced due...
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