Managers of Wealth

HTL Private Office expands client offering with platform partnership

The Sydney-based advice firm has announced a partnership with HeirWealth to help its advisers better meet the needs of their high-net-worth clients.

Private banking is strolling to catch an accelerating crypto train

Institutional money is changing the relationship between crypto and traditional finance, private banking must move fast or miss out. Rani Jabban writes.

Wealth managers begin journey towards tech-led portfolio allocation

But after much hype and little action, new technologies are finally beginning to shape the way assets are being managed.

Copia launches AI-informed wealth management platform

Features include an AI assistant that answers questions related to portfolio documents, assets and investment managers.

Zephyr Named “Best Wealth Management Company” in 2025 FinTech Breakthrough Awards Program

Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World

Quilter Cheviot launches new client app and portal

Replacing legacy versions, both the app and the portal have been designed to help improve client experience

First regulated financial market infrastructure for trading and settlement of digital assets in Switzerland

The central element of the new DLT trading system is direct settlement against Swiss francs and the transfer of assets via a public blockchain – without the need for intermediaries such as central securities depositories.

Annual Broadridge Global Distribution Achievement Awards Honour Market-Leading

Performance and Fastest-Rising Firms Across the Spectrum of Fund Distribution BlackRock, Robeco, and J.P. Morgan Asset Management are among the major category winners

SEI Launches SEI Strategies with Capital Group

Leading Global Investment Providers Expand Strategic Partnership to Launch All-ETF Model Portfolios

additiv and Trimegah Partner to Revolutionize Digital Wealth Management in Indonesia

This partnership follows additiv’s recent expansion into Indonesia, reinforcing its commitment to modernizing financial services and supporting the region’s Capital Market Roadmap 2023-2027.

Niiio finance group brand names swallowed by Etops

They now demonstrate their unity through a homogeneous market presence.

Moneyfarm completes acquisition of Willis Owen and sees assets exceed £5.5bn

This acquisition marks Moneyfarm’s third successful UK expansion in the past three years, following the seamless integrations of Profile Pensions and Wealthsimple’s UK book of business.

HK's digital hub goals woo global investors

Private banking managers see huge benefits from relaxed cryptocurrency rules in East Asia's fastest-growing crypto market. Zhang Tianyuan reports from Hong Kong.

Broadridge Investor Pulse Now an Interactive Tool Enabling Public Access to Analyze Investment Behavior of Nearly 50 Million U.S. Retail Investors

Broadridge is committed to helping democratize and digitize investing and the interactive Investor Pulse site

FinTech