Managers of Wealth

Leading US Regional Bank Selects Temenos SaaS to Modernize Core Banking

Cloud-native core banking platform delivers greater agility and a flexible and scalable foundation for future growth

Tokenized Assets a Key Priority for Financial Services Firms, Broadridge Survey Finds

New Tokenization Pulse Survey reveals increasing strategic importance and investment, with firms focused on a hybrid market infrastructure

SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)

Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment Process Through Single-Ticker ETF Solution

Singapore's affluent investors balance AI innovation with human expertise in wealth management

Singapore’s affluent investors are integrating AI into their financial strategies, but most still seek human validation before making key decisions, reshaping wealth management models.

Operational Scale Through Trusted Automation And Disciplined Process Design

It is a distinction worth sitting with. What appears to be an operational issue is often a mismatch between how firms grow and how their operating models absorb that growth.

BIL Suisse Extends Core Banking Partnership With Avaloq to Automate Operations

The boutique private bank is using the Avaloq platform to automate funds processing and securely connect to third-party fintech services via open architecture

Mass Affluent Wealth Clients Need Both Digital Tools and Better Human Advice

Demand for advice is rising, especially among clients who have historically managed on their own.

AI for Good: why ethics and accountability must keep pace with innovation

That was the central theme of an evening hosted by Lombard Odier in partnership with TIGER 21 Switzerland, ahead of the United Nations' AI for Good Global Summit in Geneva.

Ukraine’s digital banking pioneer invests to the Max

From his origins painting fences in Kharkiv, to funding Ukrainian troops from his Monaco investment hub, Maksym Koretskiy always plays the long game

Artificial intelligence is now a capital markets story

That matters for investors. When a technology theme starts competing for infrastructure, it progresses from a software story to a capital cycle — one that creates value but demands disciplined financing and clear returns.

CIO Weekly: SpaceX-led IPO Boom Forces Governance Into Focus

The company's dual-class share structure, conferring disproportionate voting power on its founder, could be expected to serve as a template for the next wave of high-profile IPOs, with OpenAI and Anthropic expected to follow suit in the coming quarte

OWIN26: As-a-Service and AI to Transform Complexity into Efficiency

In this context, technology investments have grown significantly in recent years, broadly in line with the increase in assets under management.

Broadridge’s Distributed Ledger Repo Processes $7.5 Trillion in June

June 2026 ADV reaches $357 billion; DLR market data now available to Bloomberg Terminal subscribers

Ondo Finance Launches First-Ever Custodial Tokenized Securities in the U.S., Broadridge Partners to Integrate World Class Governance

Under this model, which closely follows the SEC’s third-party custodial model, the underlying shares never leave the traditional U.S. regulated custody chain.

FinTech