Managers of Wealth

Singapore to Block Access to Trading Platforms Octa and XM

Singapore-based users with active accounts on these platforms will no longer be able to access their websites.

Enhancing education through technology

Reliance upon any of the information in this article is at the sole discretion of the reader.

Expert Explains How DeFi Fits the Wealth Management Philosophy

As a result, decentralised finance (DeFi) is now confidently integrating into traditional private wealth management models.

Citi’s AI Solution Wins Innovation Award for Elevating Client Service

Pega Innovation recognition highlights Citi’s leadership in transforming client service with a generative AI-powered solution

Ant International Pushes AI Strategy with AI Platform for Fintechs

Three-pronged AI strategy focuses on AI security, Vertical Fintech Expertise, and Full-stack AI platform support

Jacobi Bitcoin ETF expansion ‘a major step forward for Guernsey’

The move reinforces Guernsey’s position as a forward-thinking financial hub and showcases Guernsey’s commitment to fostering investment opportunities in digital assets.

Kristal Launches $30 Million Series B to Revolutionize Wealth Management Through Advanced AI Investing Platform

Digital wealth management innovator with $2B+ AUM deploys robo-advisors and AI investing technology to transform financial planning for mass affluent investors

SEI Business Audit Tool Reveals Financial Advisors’ Focus on Significant Business Transitions

Industry Prepares for Substantial Evolution, Advisors Focused on Business Planning, Growth, and Scalability

Microsoft strengthens Switzerland's digital future with strategic investments in cloud and AI infrastructure, startups, training and innovation

This latest investment underscores Microsoft's long-term commitment to Switzerland's digital future

Temenos named Best Core Banking System at Banking Tech Awards USA

Prestigious industry award recognizes Temenos’ US banking capabilities and innovation.

Wealthtech for the new generation of banks and brokers

This is the strategy of neo banks and neo brokers, also on the Italian market, which do not aim solely at democratizing access to investments, but at creating digital ecosystems that unite banking, trading and value-added services.

Fintech’s Next Chapter: Scaled Winners and Emerging Disruptors

This report looks at where fintechs have won so far and offers five forecasts for what lies ahead.

Crypto bank Amina doubles assets under management

Amina, which is partnered with private banks including LGT, Julius Baer and Kaiser Partner, has pushed its assets to CHF 3.5bn.

Broadridge and Novisto Address Rising Demand for Sustainability Data Management and Reporting Platforms

Pioneering software helps companies manage risks and opportunities through effective and efficient sustainability data capture, analysis and reporting

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.

FinTech