months after the new online wealth management service started making waves online. The company, launched in September by former PayPal CEO Bill Harris, has developed a brand new iPad app that will ...

Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation. A trusted platform for tracking ...

Among self-directed clients, 44% say they “strongly agree” that they expect their wealth management firm’s websites and apps to help them meet their financial goals. That percentage is up ...

KDi GO is the latest wealth management app on the Malaysian market. It has also received the approval from the Securities Commission Malaysia to launch its e-services platform. According the press ...

A dedicated team sources cross-divisional business opportunities between the Investment Bank, Asset Management and Wealth Management divisions while driving collaboration and partnering. A joint ...

At UBS, our goal is to address all dimensions of your wealth so we can deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come. As a ...

This year’s list includes women who are running some of the largest wealth management operations in the country.

LAUSANNE, Switzerland, April 22, 2025 /PRNewswire/ -- SwissBorg, a European wealth management app with over one million users, has introduced the Dream Fund campaign, a new initiative that will ...