LONDON--(BUSINESS WIRE)--Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private ...
TORONTO--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth management software ...
Australian investment manager Perpetual said it is in talks with Bain Capital over a potential sale of its $14 billion wealth-management business.
AI, blockchain technology to push the wealth management software market to new heights … eventually.
As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...
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Morgan Stanley is doubling down on its efforts to manage the wealth of founders, investors and employees of closely held companies, adding a new designation for advisors focused on the space. The firm ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For more than 30 years, Dan Fasciano, GW&K’s Director of ...
Private capital has become one of the most powerful forces reshaping global wealth, and Asia is rapidly moving to the center ...
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