Managers of Wealth

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

SIX achieves 4.6% revenue growth for 2024 and launches three-year program for growth and profitability

Building on its strong position as an innovator in the European capital markets, SIX is setting higher business goals.

UMushroom becomes cooperation partner of ZWEI Wealth

The partnership with ZWEI Wealth perfectly complements our aim of bringing transparency and innovation to the financial sector.

Wealthtech firms OneVest and Envestnet enter alliance

The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.

State Street selects Wealth Management FinTech ZILO for UK transfer agency launch

State Street was a Series A investor in ZILO and has provided continued support in the development of the technological platform.

Digital asset manager launches Bitcoin offensive

Depending on the risk profile, Bitcoin can be weighted at up to 5 percent.

Geneva boutique teams up with Canadian firm to build crypto funds

Criptonite Asset Management joins with 3iQ to launch digital asset fund products.

Sygnum Expands its Off-Exchange Custody Platform to Include Deribit, World’s Largest Crypto Derivatives Exchange

Sygnum’s bank-grade security and ability to hold client assets off-balance sheet mitigates counterparty risk and enables traders to fully focus on their investment decisions.

SIX and FISD: Strengthening the value chain for financial information

In a recent interview, he and Berta Ares Lombán, Head of Program & Innovation Office, Financial Information, present the activities of the industry association and explain the reasons for SIX's involvement in FISD.

BNP Paribas opens new IT refurbishment and remarketing centre in France

This investment aligns with BNP Paribas' commitment to advancing the circular economy by extending the lifecycle of IT equipment such as laptops, desktops, mobile phones and tablets.