Managers of Wealth

Broadridge Completes Acquisition of Acolin, Unlocking Seamless Cross-Border Distribution and Enhanced Data-Driven Solutions for Clients

The acquisition expands Broadridge’s distribution solutions for asset managers

Crypto is rewriting the rules of wealth — and Canada’s financial system is on the clock

These “crypto banks” offer borderless access to tokenized assets, real-time settlement, and programmable finance.

WealthTech in Southeast Asia: Private Wealth, Digital Transformation, and the Outlook for 2026 and Beyond

WealthTech SEA – 2025 Update and 2026 Outlook

Family offices boost crypto exposure, but experts warn on volatility going into 2026

The fall in crypto prices in the fourth quarter has impacted sentiment among family offices

Standard Chartered and Ant International Launch Commercial Blockchain Tokenised Deposits in HK and Singapore

The initiative was developed under the Hong Kong Monetary Authority’s (HKMA) Project Ensemble and the Supervisory Incubator for Distributed Ledger Technology.

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

A key element of the new DLT trading system is direct settlement against Swiss francs and the transfer of assets via a public blockchain – eliminating the need for intermediaries such as central securities depositories.

BBVA leads $30 million funding round in supply chain finance platform Olea

With this transaction, BBVA strengthens its role as a strategic partner and key driver of Olea’s growth.

How will technology develop in 2026?

Over the past decade, AI has evolved from a nascent technology into a cornerstone of the wealth management industry.

New AI Tool Solves Complex Asset Management Challenges as Great Wealth Transfer Accelerates

While stocks and real estate transfer with relative ease, unique personal property bottlenecks an orderly settlement.

Ripple Payments Secures First European Bank Adoption with AMINA Bank Partnership

The collaboration aims to streamline cross-border payments for the Swiss-regulated crypto bank, allowing its clients to settle transactions in minutes, 24 hours a day, 365 days a year, without relying on traditional banking infrastructure.

Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface

The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.

Embracing Banking Megatrends: Insights from MoneyLive Conference and the Path to Composable Transformation

Banks are under increasing pressure to modernize their architectures.

Why the AI megatrend is far from peaking

AI remains the decade’s most disruptive technology, with cloud platforms and semiconductor suppliers poised to benefit most.

Accenture wins £180m FNZ deal; buys stake in business

The new contract is spread over 6-8 years and worth £180m in total. As part of the deal, Accenture has invested in the platform technology giant.

Wealthy families left cold by AI revolution

While most wealth management firms are cautiously embracing AI to improve profitability, major clients have yet to be convinced about the technology’s benefits

Broadridge’s Distributed Ledger Repo Platform Processes $368 Billion in Average Daily Trade Volumes in November

November 2025 ADV up 466% Year Over Year, Highlighting the Rapid Adoption of Tokenized Settlement

Ortec Finance unveils new financial planning research

The research report aims to help wealth managers, platforms, and life and pensions providers prepare for a rapidly evolving landscape.

Flex raises $60m Series B to scale AI private bank

The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows.

SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland

License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub

Nevis bags $35m to build AI for wealth management

The company, founded less than a year ago, develops technology aimed at freeing advisors from time-consuming administrative tasks.

FinTech