Managers of Wealth

Raoul Pal & Robert Kiyosaki on Bitcoin Investment Wealth

Bitcoin has its ups and downs, just like life.

Italy's Azimut plots new digital wealth management bank with FSI

The new digital bank, to be called TNB, will be formed by Azimut's acquisition and rebranding of an unnamed existing bank.

TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services

SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA

Ex-Aberdeen executive on why wealth firms can’t ignore digital assets

Having left behind a long career at traditional asset manager Aberdeen, Duncan Moir tells Citywire that wealth managers will be left behind if they refuse to integrate digital assets into client portfolios.

GenTwo and Sygnum Bank Launch Joint Offering to Accelerate Time-to-Market for Institutional Crypto Strategies

This joint offering addresses these challenges by delivering an integrated infrastructure that covers structuring, custody, and issuance, all supported by the robust Swiss digital asset regulatory framework.

Canadian Investors Rethink Spending and Investment Decisions Amid Global Trade Wars: New Broadridge Survey Reveals

Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments.

Apex Group acquires majority stake in Tokeny to catalyse widespread industry tokenisation adoption

The transaction, which will see Apex Group have 100% control over the next three years, follows the initial investment and strategic partnership with Tokeny announced in December 2023.

Arta Finance partners with IAFA to give investors exclusive investment

IAFA will use Arta's AI tools.

UBS Shuts Down Robo-Adviser “Advice Advantage”

The exit follows industry trend as major firms retreat from unprofitable automated investing platforms

Citi Services launches PayTo initiator for institutional clients

The bank’s clients can initiate account-to-account payments from the service.

How Generative AI Is Revolutionizing The Wealth Management Industry

A recent survey indicates that a significant majority of wealth management firms are planning to increase their investments in AI-driven solutions in the coming years.

Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents

These patented methods and systems are behind BondGPT, Broadridge’s award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary.

ROYC Acts as the Structuring and Financial Technology Partner for Riverside for European Wealth Access Fund

The firm's international private equity and structured capital portfolios include more than 140 companies.

Addepar secures $230M in series G funding

Investment platform Addepar raises $230m in a Series G round led by Vitruvian Partners and WestCap.

Pictet Technologies opens a new financial tech hub in Lisbon

This new hub will contribute to Pictet's ongoing digital transformation, leveraging Portugal's vibrant talent pool and strategic location for advanced software services.

Digital resilience: How wealth management firms are partnering for performance amid volatility

In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace.

iCapital Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures

iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program

FinTech