Managers of Wealth

Standard Chartered applies AI to transaction banking services

The platform enhances every stage of the client engagement journey - from understanding client needs and requirements through to creating and delivering client solutions.

Barclays expands Demo Directory to help founders connect directly with corporates for strategic investment and commercial growth

The update expands the platform beyond investor access alone, enabling corporates to discover new technologies, source innovation and invest in future growth opportunities aligned to their strategic priorities.

Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence

Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies

Wealth Dynamix welcomes Fiske plc as the latest SaaS CLMi client, strengthening strategic partnership with Third Financial

London-based investment manager goes live with full modular suite to enhance personalised service and operational efficiency.

Armundia rolls out new modular platform for family offices

A new modular platform has been launched by international fintech company Armundia Group to support single and multi-family offices in managing complex wealth portfolios.

Wells Fargo Wealth & Investment Management Launches Internal Proxy Voting System

Expands partnership with Broadridge to support administration of its new, proprietary voting service

Artificial intelligence’s long-term winners - Investment Outlook 2026

The high visibility of incremental revenue from cloud computing, coupled with the significant cost-saving opportunities that AI offers to global corporations, underscores the rationale behind these investments.

S&W selects 1fs Wealth for tech upgrade

The company’s award-winning, AI-driven solution is used by wealth owners and family offices across the world, who particularly value its ability to support long-term stewardship and succession planning

Pave taps Fidelity to scale automated wealth management

Advisors will be able to automate portfolio processes across connected accounts while maintaining existing custodial relationships, a structure designed to reduce operational disruption.

Lucht Probst Associates (LPA) acquires Derivative Partners from Avaloq

With this acquisition, LPA strengthens its presence in the Swiss financial center and expands its value chain in the area of automated and data-driven solutions.

Deutsche Bank and NHN KCP appointed as Henkel Korea’s payment gateway service providers

The platform enables distributors and customers to complete transactions seamlessly through online payment options, including credit cards and bank transfers.

Linvo integrates AI across wealth management services

Advisors will use the same AI tools to deliver faster, data-driven support.

Temenos announces strong preliminary Q4 and FY-25 results

Q4 and FY-25 summary (growth rates are vs. Q4 and FY-24 proforma, excluding Multifonds)

GenTwo Adds Binance as Exchange Option for Digital Asset Products

For clients building sophisticated digital asset investment products and strategies, Binance's scale provides the execution reliability, security, and depth required for institutional-grade solutions.

SimCorp and MSCI expand collaboration to streamline investment managers’ access to private market data

Buy-side firms using SimCorp One will gain access to MSCI’s managed data collection service and industry-leading private capital datasets - empowering SimCorp clients with actionable data, intelligence and operational efficiency.

Why WealthTech Matters in Southeast Asia

And as digital expectations continue to rise, Southeast Asian clients expect solutions in all areas of life to be digitally-friendly.

Broadridge Invests in DeepSee, Further Harnessing Agentic AI to Transform Post-trade Operations

Investment accelerates innovation in capital markets, enhancing efficiency, compliance, and client service– starting with AI-powered email orchestration

How Integrating Digital Private Banking and Traditional Finance Can Benefit Investors

Why integrated digital banking services matter now more than ever.

Barclays invests in Ubyx to advance digital money connectivity

Ubyx provides a global clearing system for tokenised deposits and stablecoins

Broadridge Completes Acquisition of Acolin, Unlocking Seamless Cross-Border Distribution and Enhanced Data-Driven Solutions for Clients

The acquisition expands Broadridge’s distribution solutions for asset managers

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