
Tag Archives: Canopy


APB Thought Leaders: Empowering the digital era of wealth management through the power of data – Canopy

Canopy rolls out benchmark site, with an eye on broader data acquisition and consumption

Canopy data reveals reversal of fortune for 2019’s top performing investors

In digitalisation, family offices keenest on internal efficiency gains: ESSEC & Canopy

A year of handshakes, green lights, and ribbon-cutting: 4Q19

A year of handshakes, green lights, and ribbon-cutting: 3Q19

A year of handshakes, green lights, and ribbon-cutting: 1Q19

Nippon Wealth picks Canopy for account aggregation services

Canopy signs fourth IAM to deepen footprint in Singapore, Switzerland

PBs should proactively engage less active clients via collaboration: Canopy

Monthly PB statements lack transparency and innovation: Canopy

Canopy partners with Raffles FO

Canopy strikes deals with two more PBs in Asia

Key moments in 2018

Canopy expands to Switzerland under “monopolistic” situation

With Canopy, Credit Suisse cedes control to gain control

Credit Suisse rolls out Canopy in HK amidst broader power shift to clients

Credit Suisse takes 10% stake in Canopy

Credit Suisse PB goes live with Canopy after receiving “positive feedback”: Benjamin Cavalli

Angry societies, longevity and Brexit among major global investment trends, Credit Suisse tells 500 PB clients

Credit Suisse PB partners with fintech to launch aggregator, and rolls out client onboarding tool

Divergent markets could create correlation risks for Asia’s multi-banking investors
