Managers of Wealth

Private Banking Clients Trust AI and Protect Their Wealth Against a More Unstable World

A Deutsche Bank Private Bank study reveals how private banking and wealthy clients adjust investment strategies in the face of geopolitical instability and global structural changes.

WealthAi and Flanks team up to solve wealth management's costly data problem

The result is fragmented information and labour-intensive manual processes to upload, reconcile and validate data across multiple formats and sources - from PDFs and bank statements to spreadsheets.

WealthArc adds crypto assets to its data platform

The result is consolidated, actionable data that wealth managers can act on with confidence, regardless of whether holdings are traditional or digital.

Can technology regain its poise?

Technology shares came under renewed pressure last week as investors questioned the durability of AI-related capital spending after a strong rally.

SEI Canada Makes Changes in Risk Ratings

No changes were made to the investment objectives or strategies of the fund.

SEI Expands SEC-Registered Transfer Agency

Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services

CoinShares Survey: 52% Of UK Advisers Face Major Crypto Visibility Gap

The UK figure was particularly striking, with 52% of advisers reporting a management gap of more than 50%.

The ‘mass affluent’ are losing their allure for wealth managers navigating AI

The assessment implies that individuals with liquid assets between US$100,000 and US$1 million – broadly defined as the mass affluent within the industry – could soon be handed over to AI.

Q2 2026 Digital Wealth Management Forrester Report

This continued recognition reinforces Profile’s commitment to delivering forward-looking solutions that enable wealth management firms to succeed in an increasingly competitive and evolving market.

Wealth management technology that adapts for advisors today

The industry has spent years preparing for the great wealth transfer. But that story captures only part of what's happening.

UBS Tests Ethereum for Regulated Banking Applications

This approach maintains compatibility with the broader Ethereum ecosystem while addressing the regulatory expectations of large financial institutions.

Bitcoin Suisse Secures MiCAR License and Accelerates European Expansion

The Zug-based crypto financial services provider has appointed industry veteran Roman Przibylla to lead its European business.

Why private wealth should turn its attention towards bitcoin

As institutional adoption accelerates, bitcoin is emerging as the only digital asset private wealth managers can seriously underwrite, but they must rethink how they serve clients

Santander turns its AI-first strategy into measurable impact and extends AI access to all 185,000 employees

This is why Santander has set a target of generating more than €1 billion in business value from AI between 2026 and 2028, through a combination of additional revenue and cost reductions.

WealthAi launches client file for wealth managers platform

Client File targets a longstanding operational problem in wealth management: advisers often move between systems for onboarding, compliance, portfolio management and client communications.

Bybit Private Wealth Management Posts Up to Over 50% in 30-Day APR Across Multiple Strategies

The results also underscore the effectiveness of Bybit PWM's data-driven and results-driven investment approach, which tailors strategies balance individual risk parameters and long-term investment objectives.

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks

How AI is reshaping M&A evaluation and execution in wealth management

AI is fundamentally changing how wealth management firms analyze deals, integrate acquisitions, and compete for scale — and the gap is widening fast.

Private Banks' Digital Race: Vontobel Overtakes Julius Baer

Pictet, meanwhile, slips from fourth to fifth, overtaken by +alpian, which continues to advance as the panel's digital challenger.

Digitalisation & Customer Experience in Swiss Private Banking (web / mobile app / digital marketing / social media) – 2026 edition

Swiss private banks: the paradox of an industry investing in AI while its digital foundation is getting weaker

FinTech