Managers of Wealth

J Safra Sarasin's portfolio manager Godziek is digging beyond AI

As AI hype ebbs, portfolio manager Tomasz Godziek is zeroing in on the deeptech enablers, from quantum computing to next-gen semiconductors.

Wealth apps fail meeting investor expectations

Experts warn bad UX and weak security erode client trust.

How fintech is changing asset management – Martin Gilbert at FundsTech Forum 2025

He now chairs AssetCo, a firm focused on asset and wealth management innovation and Revolut, the global neobank transforming digital banking and payments.

Best-Performing Fund Brands Globally According to the 2025 Broadridge Fund Brand 50 Report

BlackRock Regains Top Spot in the U.S. in Broadridge’s Fund Brand 50 2025 Report

Hargreaves Lansdown extends free electronic voting service to US and Canadian stocks, giving 1.9m retail investors a greater voice

The electronic service, which has been available for UK and EU equities since January 2023

Robinhood moves into wealth management and private banking

Stock trading app Robinhood continues to build out its product suite, adding wealth management and private banking services, as well as an AI investment tool.

Mediobanca strengthens its investments in AI and cloud-based computing solutions by consolidating its partnership with Microsoft

Developing staff members’ digital competences, which is central to the partnership with Microsoft and applies across the whole Group

The Next Frontier: How AI and Gen AI Are Transforming Wealth Management in Asia

As the initial wave of excitement surrounding AI innovation has settled, firms are moving beyond theoretical discussions and experimental pilot programs toward tangible, scalable applications.

French wealth management fintech RockFi garners €18m funding

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close of 2026.

Sygnum Establishes Lugano Office and Launches Bitcoin Initiative to Advance Regulated Bitcoin Products and Research

Sygnum’s new Lugano office will serve as a convenient local access point for Sygnum’s expanding roster of Ticino based clients, prospects and partners.

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.