Managers of Wealth

Moonfare climbs into AI

The strategy will do this through a curated portfolio of leading growth managers, complemented by direct investments into category-leading technology companies.

iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework

TIFIN Revamps AI Platform for Wealth Managers

TIFIN.AI introduces agentic workflows for wealth managers, meant to strreamline operations, investment and client engagement with multi-agent support.

Temenos Community Unites in Copenhagen to Lead Banking Forward

More than a thousand global banking and technology leaders will gather at TCF ‘26 to explore innovation, modernization and the future of banking.

Bybit Private Wealth Management Reports Strong Fund Performance Amid Market Consolidation

Persistent inflation and continued hawkish signals from the U.S. Federal Reserve have delayed expectations for interest rate cuts, placing short-term pressure on risk assets.

Standard Chartered brings crypto into private banking

Global wealth head says custody will anchor digital asset push, stays bullish on AI-led markets

Is the AI boom bursting wealth management’s bubble?

As AI becomes increasingly prevalent in everyday life, Spear's investigates how the technology fares in the world of wealth management

Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers

During this step of the pilot, Crypto Finance acted as Currency Operator, defining governance standards, onboarding criteria, and transaction rules, while Incore Bank and AMINA integrated the new capabilities directly into their regulated banking environm

Celsion Bank AG launches as a fully licensed bank built for digital assets

The bank focuses on clients active in digital assets, including companies, asset managers, foundations, and other corporates with digital asset exposure.

Tieto Banktech recognised in the WealthTech100 2026 for advancing wealth management innovation

The annual WealthTech100, published by FinTech Global, identifies the one hundred technology providers shaping the future of wealth management.

W1M enables secure, compliant collaboration across Microsoft 365 tenants

The company achieved zero-downtime migration, reduced service desk requests, and strengthened governance, while creating a scalable blueprint for future acquisitions and AI adoption.

Data Sovereignty in a Borderless World

With over 130 countries now enforcing data protection laws, organisations must navigate a patchwork of requirements governing how data is collected, stored, processed, and transferred.

CMB Monaco adopts Avaloq–Aladdin Wealth for digital transformation

The system is designed to enable more personalised client engagement at scale while improving internal productivity through streamlined workflows across core banking and digital channels.

The AI cycle beyond the hype: earnings, bubble risks, and positioning

In his opening remarks, John Woods explained that the session was designed to explore “the insights and opportunities shaping today’s AI-driven markets”.

Ranchland Capital Partners Selects SEI to Support Alternative Funds

Strategic Relationship Reinforces SEI’s Position as Long-Term Partner for Alternative Investment Managers

Software: When artificial intelligence reshuffles the deck

AI is undermining traditional software. But it is forcing companies to reinvent themselves.

Swiss Private Bank Dynasty Splits Over Clashing Views on Crypto

The split highlights both the challenges of managing a family business and the sometime dueling views of the outlook for Switzerland’s wealth managers

Wealth management’s challenges: retaining talent, mastering digital

Digital is driving growth

Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite

This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network.

Intellect and Fintel form 50:50 joint venture to target UK wealth management

The joint venture represents a deliberate architectural break from this legacy model.