Managers of Wealth

Lucerne Fintech Breaks Cover With Profits and Big Plans

Operating income climbed to 13.2 million francs, while assets under management rose by more than 1 billion francs to a total of 3.2 billion francs.

Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management

What’s holding wealth firms back from hybrid?

Cost concerns are stalling hybrid strategies in wealth firms.

Broadridge Collaborates with Fnality to Enable Real-Time Settlement for Intraday Repo Transactions

Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe

Northern Trust: 21% of private market investors allocate to crypto and digital assets

A noteworthy statistic that was unearthed is that cryptocurrencies and other digital assets are invested in by 21% of those that allocate to private markets.

Advisor-friendly tech developments not limited to AI

But while AI has rapidly become an invaluable tool for advisors, a wide range of tech development, such as low-code development and all-in-one advisor desktops have largely flown under the radar.

OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor

Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation.

Objectway Named an Awardee in the 2025 Wealth Professional Awards for WealthTech Service Provider of the Year!

As an awardee, Objectway has been recognized for its ability to stay ahead of the curve, providing transformative solutions that enhance client engagement, advisor and investment management.

From niche to mainstream: Rothschild & Co redefines GP-Led Secondaries

What next for GP Solutions?

Broadridge Launches Global Digital Assets Solutions

Enabling financial institutions to scale digital asset strategies effectively in compliance with global regulation, while further enhancing investor education and choice

Calastone introduces blockchain fund distribution platform

The new solution connects traditional investment funds with blockchain networks like Ethereum, Polygon, and Canton.

BBVA in Switzerland is Leading Banking's Digital Revolution

The bank's transformation journey illustrates how financial institutions can adapt to rapidly changing market conditions through strategic leadership and technological adoption.

OSL launches crypto wealth management platform in Hong Kong

OSL Wealth gives access to diversified crypto asset portfolios.

Arta launches wealth management AI agents

This marks a significant milestone towards a future where clients will be able to use AI agents to navigate all aspects of their wealth journey.

Investments in AI and Digital Asset Surge While Data and Legacy Tech Challenges Persist, Broadridge Digital Transformation Study Finds

Over half (58%) of financial services technology and operations executives globally identified data harmonization as the ideal driver for maximizing their return on investment

FinTech