Managers of Wealth

Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

Arbra launches tech-focused private market fund

Asset management group unveils its first High Conviction Private Markets Basket, targeting late-stage private tech firms poised to shape the future economy.

Software expert: How AI can help financial advisors

By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.

Growing Need for Operational and Cyber Resilience Dominates Concerns Among Financial Services Industry

Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge

GBST unveils enhanced WealthConnect platform to help advisory firms scale and streamline operations

The latest upgrade delivers a suite of innovative features designed to streamline advice production, reduce operational costs, and help firms scale effectively amid growing regulatory demands and rising client expectations.

HK digital banks to expand wealth services after 74% deposit growth

None of the digital banks have reported a net profit, though their losses have narrowed.

ADDX Partners with Franklin Templeton and Lexington Partners on Secondaries

Through the partnership, ADDX will offer access to a globally diversified secondaries strategy

IFGS 2025: Is it time for wealthtech to take the stage?

French noted that there is merit in keeping things simple

Plotting the future of AI in wealth and asset management

From high-frequency trading to robo-advisory services, AI is transforming financial decision-making at an unprecedented pace.

What financial advisors can learn from influencers

So-called “finfluencers” like Richtsteiger often reach hundreds of thousands of followers – and thus achieve a greater reach than many traditional media channels.

High-net-worth investors can earn rewards of up to $30,000 with Bybit Private Wealth Management

The Private Equity Fund is currently one of the most popular investment choices among PWM clients, reflecting rising interest in exclusive investment opportunities.

Bankers Association gives Swiss franc stablecoin a lot of credit

The focus was on the question of whether regulated Swiss banks should issue stablecoins themselves in the future – preferably based on the Swiss franc.

SIX expands global fixed income data coverage with new comprehensive offering

SIX's new offering delivers reliable fixed income data to banks, asset managers, wealth managers, and hedge funds worldwide.

OneDigital Financial Selects Broadridge Technology to Grow Retirement Practice and Enhance Advisor Efficiency

The partnership brings Broadridge’s data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital’s national platform.

FINMA survey: artificial intelligence gaining traction at Swiss financial institutions

Around 50% of the institutions surveyed by FINMA use AI

UK wine investing platform raises £1.5m in seed round

This is a pattern which has seen high net worth investors and family offices look to diversify their portfolios and gain exposure to selections of fine wines.

Hypothekarbank Lenzburg strengthens its Banking-as-a-Service business with two new partnerships

The two Swiss startup companies Homie and Arvy complement the Hypothekarbank Lenzburg ecosystem in the banking-as-a-service business.

Standard Chartered partners with Temenos to transform FX flows

SCALE, Standard Chartered’s foreign exchange (FX) service, is now available on Temenos Exchange

AI boom in banks – how to keep sensitive customer data secure

To meet this challenge, many asset managers are increasingly collaborating with fintechs. New metrics are now coming into focus when selecting the right technology partner.

Avaloq opens new office in Dubai

The opening of Avaloq’s new office in Dubai marks a significant milestone in its international growth.

FinTech