Asset Management

Optimize Your Financial Advisory Practice with TAMP Implementation
Capital, Risk & Assets Optimize Your Financial Advisory Practice with TAMP Implementation

In the ever-evolving landscape of financial advisory services, independent financial advisors are constantly seeking ways to enhance their practice, streamline operations, and provide superior client service. One of the most effective solutions to achieve these goals is the implementation of

Lombard Odier Recognized for Excellence at WealthBriefing Swiss Awards
Capital, Risk & Assets Lombard Odier Recognized for Excellence at WealthBriefing Swiss Awards

Lombard Odier has once again demonstrated its leadership in the wealth management and private banking sectors by securing multiple accolades at the WealthBriefing Swiss Awards 2025. This commendation marks the eleventh consecutive year that Lombard Odier has been honored, reinforcing the

How Does Frec’s Portfolio Allocation Feature Benefit Investors?
Capital, Risk & Assets How Does Frec’s Portfolio Allocation Feature Benefit Investors?

In the ever-evolving landscape of financial technology, investors face the continuous challenge of managing their portfolios effectively while navigating market volatility and taxation complexities. Frec’s Portfolio Allocation feature offers a refreshing solution by allowing investors to take c

GC Wealth Launches as Venture-Backed Wealth Management for Tech Elite
Capital, Risk & Assets GC Wealth Launches as Venture-Backed Wealth Management for Tech Elite

General Catalyst, a prominent venture firm, has made a strategic move by absorbing 20 ex-staff members from First Republic Bank, a casualty of the 2023 regional banking crisis, to launch a new wealth-management business. The new firm, named GC Wealth, is led by Dave Breslin, who previously headed

Are Business Bank Loans the Right Choice for Your Company?
Capital, Risk & Assets Are Business Bank Loans the Right Choice for Your Company?

Business bank loans are a critical financing option for companies looking to cover various needs such as operating costs, equipment purchases, vendor payments, or business expansion. These loans, provided by traditional banks, offer unique advantages and challenges that businesses must consider

Formance Secures $21M Series A to Expand Modular Fintech Platform
Trends & Future Formance Secures $21M Series A to Expand Modular Fintech Platform

Formance, a French fintech startup, has recently captured significant attention by raising $21 million in a Series A funding round. The funding was co-led by PayPal Ventures and Portage, with participation from existing investors Y Combinator, Hoxton Ventures, and Axeleo. Formance aims to simplify

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