Managers of Wealth

LegadoSign Selected by Aberdeen Adviser to Power Secure Digital Onboarding at Scale

Delivered through FNZ, LegadoSign will support thousands of customer signatures each month across Aberdeen Adviser’s individual customer onboarding journeys

Investing in the UK’s innovation hubs

While the investment world is focused on backing leading US innovators, the UK hosts a plethora of lesser-known players, particularly in the healthtech sector

Philanthropy in the Age of AI

Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios.

Feathery launches AI proposal generation tool for wealth management firms

New AI assistant Robin drafts personalized client proposals by integrating data from Salesforce, eMoney, Morningstar and more.

Zuckerberg’s AI vision collides with Meta’s $135bn spending reality

A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case.

Ronald Ingram Launches BROK: The 'Super Genius' Robo Private Banker Reincarnation

Inventor Ronald Ingram launches BROK, a 'Super Genius Robo Private Banker' evolved from Buddhabot, to democratize elite wealth management through AI.

Asia’s boutique firms poised to profit from AI-led realignment

Technological innovation must be accompanied by cultural change in order for both advisers and clients to enjoy maximum benefits from the fast-evolving wealth story

Ex-Nubank execs launch AI wealth manager Decade following $85m seed round

The $85 million seed round received backing from Greenoaks, Benchmark, and Diffusion.

The Business of Helping the Ultra-Wealthy Vanish From the Internet

As data brokers proliferate and threats rise, the ultra-wealthy are turning to white-glove firms to make themselves harder to find.

HSBC to establish Global AI Centre of Excellence in Singapore

The CoE will initially focus on enhancing customer wealth journey conversations, introducing agentic treasury solutions and developing AI-enabled digital payments.

AI chatbots are forcing wealth managers to defend their value

Wealth managers have a new problem: clients are arriving with answers from AI chatbots. The bots are often wrong, but they’re still changing how advice gets questioned, priced and trusted.

Can AI replace wealth advisers?

Affluent investors still seek human judgement for major financial decisions.

85% asset management firms to increase their AI budgets by at least 50% within year

More than 60% of those surveyed expect AI to transform how their company utilises data

Temenos Named One of World’s Top Fintech Companies by CNBC

After analysis of 3,500 companies around the world, CNBC and Statista chose the honorees based on publicly available and privately provided performance data over the past year.

Five point checklist for investors to counteract AI bubble narrative

Things are different this time, with share prices coming under pressure, but certainly, at the headline level at least, little has actually changed.

OneDigital Selects JIFFYAI to Modernize Investor Onboarding and Accelerate Growth

AI-powered Unified Onboarding solution will help OneDigital deliver a seamless, integrated onboarding experience aligned with its vision for holistic wealth management

Should you invest in AI?

AI-related investments have shown strong performance, but that’s not the whole story.

BancaStato Launches RegulatedCrypto Trading with Sygnumand Avaloq

Banca dello Stato del Cantone Ticino is a Swiss cantonal bank serving the Canton of Ticino in southern Switzerland, founded in 1915.

Temenos announces Q2-26 results; FY-26 guidance reconfirmed

Q2-26 (growth rates are vs. Q2-25 proforma, excluding Multifonds)

XRP Power Launches AI-Driven Digital Asset Platform at Global Financial Forum to Simplify International Wealth Allocation

New automated ecosystem powered by www.xrppower brings multi-currency yield contracts, enterprise-grade safety, and real-time market tracking to users across 189 countries.

FinTech