Managers of Wealth

Valour Digital Securities Ltd Becomes New Crypto ETP Issuer at SIX Swiss Exchange

With this launch, Valour Digital Securities Limited lifts the total number of listed crypto products to 451.

Wealth Data sold to fintech Padua

The acquisition follows a capital raise by Padua which raised $7 million, exceeding its $5 million target and supported by cornerstone investor Acorn Capital.

WealthAi and MDOTM partner on AI tools for wealth managers

New partnership integrates MDOTM Sphere platform into WealthAi’s ecosystem, giving wealth managers access to AI-driven portfolio tools and automated reporting.

Why even conservative banks are increasingly relying on fintech solutions

The increasing trend toward mergers and restructurings is further reducing the number of banks and highlights the increasing difficulty for many institutions to compete.

Tokenization and fractionalization of financial assets: SIX and Pictet successfully complete pilot project

Funds have long been a proven investment vehicle.

Fi3 Advisors, Opto partner to streamline private markets investing

The collaboration aims to improve Fi3's private markets programme by developing a customised annual vintage funds programme for clients.

Avaloq launches OpenWealth standard at LGT

The announcement highlights that Avaloq has been supporting LGT with its versatile Avaloq Core Platform for about 20 years, and this latest joint creation is an important milestone in the two companies' cooperation.

Lombard Odier’s Tech Offensive

For functions such as payments and client reference data management, Lombard Odier deliberately uses market-standard solutions.

Cybersecurity: Pictet launches offensive for external asset managers

Now the traditional Geneva-based firm is taking its efforts a step further , as Alain Gallati, Market Head of Pictet Asset Services German-speaking Switzerland, explains in a finews.ch podcast .

Institutional investors, wealth managers and hedge funds are increasingly focusing on crypto as they expect it to outperform

Nearly three out of four (73%) of the institutional investors and wealth managers questioned expect a rise in digital asset fund launches in general this year with just 2% predicting a decline.

From startup to market leader in the mortgage sector

The company is addressing these challenges with a well-thought-out dual strategy: high-quality training with a modern digital mortgage application system.

Broadridge Enabling Rapid Compliance with EU Instant Payments Regulations

Broadridge’s faster, cost-efficient access to the ECB’s TIPS service is accelerating financial institutions’ compliance with new EU Instant Payment regulations

Objectway recognised again for enabling digital transformation and resilience in financial services

Objectway has confirmed its ongoing role in driving digital innovation in the private banking and investment management sectors by retaining the leadership spot in the IBS Intelligence Sales League Table for the fourth consecutive year.

GenTwo surpasses USD 6 billion mark for Assets under Service, Cements Position as Global Assetization Leader

Milestone represents a doubling of client assets over the past 22 months.

Temenos announces closing of new USD 500m Revolving Credit Facility

The RCF reflects the strength of Temenos’ balance sheet and cash flow and complements the three existing Temenos bonds which mature in 2025, 2028 and 2030.

Wealthtech Firenze signs Söderberg & Partners

Söderberg and Partners Wealth Management has been expanding its presence across the UK, investing in independent financial advisers (IFAs),helping them grow, drive efficiencies and benefit from innovative, new propositions and solutions for clients.

Rebuilding banking infrastructure to meet the demands of the artificial intelligence era

Institutions like Lombard Odier have used MongoDB's AI-powered tools and cloud-native solutions to accelerate application modernisation, cut migration times drastically, and boost developer efficiency

PAAS BEFORE SAAS? The right CLOUD STRATEGY for banks

Cloud transformation is no longer just a trend in wealth management – it's a necessity.

Objectway celebrates twelfth consecutive Goodacre Award, driven by deep client trust and long-standing partnerships

Seventh straight “Best Wealth Management System” title reflects enduring client confidence and recognition of Objectway’s commitment to long-term vision and innovation.

Kasikorn Private Banking launches front end tool developed by Synpulse8, empowering Relationship Managers

Using the Synpulse8 Wealth Cockpit as a baseline, the KBank Private Banking and Synpulse team delivered a bespoke RM front-end tool to manage the end-to-end Private Banking customer investment journey.

FinTech