Managers of Wealth

Temenos Named a Leader in IDC MarketScape for North America Retail Digital Banking Solutions

Temenos recognized for strengths including flexible architecture, scale and reliability, as well as its ecosystem and integrations

UBS and Ant International partner on blockchain-based real-time cross-border payments settlement and liquidity management

UBS and Ant International signed a Memorandum of Understanding (MoU) at UBS’s flagship office at 9 Penang Road in Singapore.

Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients

These innovations enable financial institutions to offer scalable, high-touch investment services across all client segments, combining automation with human insight for maximum personalisation and engagement.

Mitsubishi UFJ to Launch AI Concierge for Wealth Management

The new service will first be offered at a digital bank scheduled to open in fiscal 2026, and will later be expanded to the group's smartphone apps.

VPBank Modernizes Core Banking with Temenos and Systems Limited on Red Hat OpenShift

The project involved migrating VPBank from its existing version of Temenos core banking to the latest release, hosted by Red Hat OpenShift.

Finmo and Standard Chartered Partner to Integrate Global Currency Accounts and API-Driven Treasury Connectivity

With this partnership, clients will be able to automate cross-border payments, execute FX transactions, and access real-time visibility soon – all from within a single, connected environment.

Mitsubishi UFJ to Launch AI Concierge for Wealth Management

The new service will first be offered at a digital bank scheduled to open in fiscal 2026, and will later be expanded to the group's smartphone apps.

Broadridge’s Distributed Ledger Repo Platform Processes $385 Billion in Average Daily Trade Volumes in October

October 2025 ADV up 492% Year Over Year, A Testament to Tokenized Real Asset Settlement Growth

Wealth management and the tokenised future

With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.

Wealth management and the tokenised future

Blockchain will facilitate the greatest ever transfer of wealth, as traditional assets are tokenised and moved onto the blockchain.

Apex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth Management

Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients

Temenos Earns 2025 Great Place To Work Certification Across 15 Locations

Temenos now certified in the US, India, Ecuador, Hong Kong and Taiwan in addition to 10 locations announced earlier this year.

Trust and Technology in Balance

AI is moving from hype to habit in wealth management, reshaping how firms serve clients, manage portfolios and build trust.

Iress and Challenger partner to deliver retirement income solution for advisers

This first-of-its-kind technology solution will allow financial advisers to better serve their clients as they approach retirement.

SIX is harmonizing its trading platforms with Aquis Technologies as its technology partner.

The exchanges run on the 'Aquis Equinox' matching engine – a technology platform already used by several exchanges and trading venues worldwide, including Aquis.

Citi and Coinbase Join Forces to Boost Digital Asset Payment Capabilities for Global Clients

Citi and Coinbase are collaborating to develop digital asset payment capabilities for institutional clients

Robo vs. human advisors: Who builds you more wealth over time— and what hidden fees should you know about?

Some services are fully automated, while others offer limited human interaction.

James Hambro picks Moneyinfo to build new digital client portal

James Hambro & Partners has teamed up with Moneyinfo to build a better digital experience for its wealth clients.

Gregory Van of Endowus on Redefining Digital Wealth Management in 2025

In a session dominated by discussions about operational resilience and client expectations, Van framed Endowus’s approach as a blueprint for how technology-first wealth managers can leapfrog traditional institutions.

Tokenization Moving from Hype to Reality Across Financial Services, Broadridge Report Reveals

The whitepaper is based on the 2025 Broadridge Tokenization Survey

FinTech