Julius Baer cashes in on AI Spark engine

Europe | Technology

04 Aug 2020 by Pablo Conde

The Swiss wealth manager has taken advantage of the increased need for digital client connectivity and remote working solutions to deliver record-high net profit.

Move to virtual will have a positive impact on structured product transactions

North America | Technology

04 Aug 2020 by Lavanya Nair & Pablo Conde

With the first half of 2020 being ravaged by the Covid-19 pandemic, financial professionals are scrambling to shift towards a more accessible client dynamic that can benefit both parties while maintaining proper social distancing measures.

Leonteq profits take a hit, chooses Portugal for nearshoring

International | Technology

28 Jul 2020 by Pablo Conde

Leonteq has announced that its group net profit fell by 81% to CHF5.5m year-on-year from CHF30.2m in the first half of 2019.

BNP Paribas WM expands partnership with Contineo

International | Technology

23 Jul 2020 by SRP News

The French private bank moves to leverage technology and digital solutions as ‘clients become more sophisticated’.

SRP Apac awards: Australia’s Stropro bets on education for market growth

Asia Pacific | Technology

21 Jul 2020 by Pablo Conde

Australian fintech startup Stropro Technologies has won SRP’s Best Educational Initiative award, which was announced and presented on 16 July, via a video, due to the cancellation of the SRP Apac Conference and Awards dinner in Singapore.

Vestr - AMCs are a growing class with little visibility

Europe | Technology

15 Jul 2020 by Pablo Conde

Founded in 2017 and based in Zug (Switzerland), Vestr is an independent white-labelled business-to-business (B2B) software provider that facilitates the creation and lifecycle management of actively managed certificates (AMCs).

Luma: new business helps drive volumes to all-time highs

North America | Technology

10 Jul 2020 by Lavanya Nair & Pablo Conde

The rapid evolution of fintech has bridged the gap in awareness, education and communication between advisers and clients. This digital wave has emerged victorious amid the current Covid-19 pandemic, boosting structured products adoption.

Fintech view: ETFs have been the most significant financial innovation in the last 30 years

North America | Technology

03 Jul 2020 by Lavanya Nair & Pablo Conde

SRP spoke with Yves Rebetez (pictured), chief investment officer of Canadian fintech platform Pascal Financial, about how the firm has navigated the market in recent years and what’s in store for the future.

Latest: Leonteq bolsters LynQs platform

International | Technology

19 Jun 2020 by SRP News

Leonteq has updated its digital platform LynQs with a new design and navigation system, including direct access from the dashboard to barrier events.