Managers of Wealth

BlackRock launches eFront Provider

eFront Provider complements BlackRock’s widely used fund administration, investor servicing and data management capabilities for private markets asset servicers.

Banks see many hurdles in digital transformation

The banking industry is currently undergoing a decisive shift towards AI-driven solutions.

‘A kind and generous soul’: Intrinsic founder Lord Leitch dies

The founder of Intrinsic Financial Services and recent group chair of FNZ has died aged 76.

How AI Is Dramatically Transforming the Wealth-Management Landscape

The US’ biggest bank reportedly informed its Asset & Wealth Management division employees that the new tool could perform the same work as that of a typical research analyst.

AMINA Bank participates with Tenity as global innovation partner

AMINA Bank becomes a Global Innovation Partner to provide crypto banking services

What banks should consider when outsourcing via a fintech

The benefits of cooperation between banks and companies focused on technology and innovation in finance (Fintech) are manifold.

Technology’s impact on the way we make and consume things

MycoWorks is manufacturing a new category of materials grown from mycelium, starting with soft-materials like their leather alternative Reishi.

AI set to revolutionise wealth management operations - survey

AI also appeals to investors by promising constant connectivity, ease-of-use, cross-device access and lower costs.

InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management

New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity

Singaporean group buys Zurich crypto asset manager

Crypto Finance Asset Management will take on the name Matrixport Asset Management going forward.

Crypto Finance sharpens strategic focus on its core business in Switzerland and Europe and announces the sale of its Asset Management entity to Matrixport

Going forward, CFAM will operate under the name Matrixport Asset Management AG.

Heirloom Wealth Management Partners with IFI Network to Incorporate Banking Marketplace

The partnership aligns with Heirloom Wealth Management’s commitment to providing clients with comprehensive and personalized financial strategies.

Trinity Financial Partners Hits Growth Milestone with SEI

Commitment to Goals-Based Wealth Management and Tax-Optimization Bolsters Growth

SG WealthTech platform StashAway launches HNWI wealth offering in the UAE

StashAway Reserve offers clients in the MENA region to access wealth advisory and private markets investment services.

Moneyfarm: Acquisitions and swelling client base help wealth manager’s assets surpass £4bn

The pan-European investment adviser said on Wednesday that its assets had surpassed £4bn in the six months to the end of June, growing 51 per cent compared to the same period in 2023.

LUKB is the first traditional Swiss bank to launch the deposit and withdrawal of cryptocurrencies with secure custody

From October 1, 2024, LUKB customers will be able to transfer their cryptocurrencies Bitcoin and Ethereum from other wallets

BlackRock joins Fintech Scotland

BlackRock has a long history in Edinburgh and our partnership with FinTech Scotland demonstrates our ongoing commitment to the local market

7IM launches latest wave of platform enhancements, including integration with ZeroKey

The web extension also enables advisers to easily access their clients’ data, placing it at their fingertips to move it to wherever they need to.

ClearList and Delio partner to provide investment infrastructure for private market secondaries

This partnership has led to the launch of ClearList’s ‘master platform’, powered by the Hub and Spoke connectivity model that Delio successfully launched in their Delio Vaults proposition earlier this year.

Swiss private Bank Syz tokenizes artwork with Taurus

The Ethereum-based security tokens aren’t being sold.