Managers of Wealth

Broadridge Launches New Collective Investment Trust Index Funds Powered by Northern Trust Investments, Inc.

In conjunction with Northern Trust, funds provide low expense ratios and no investment minimums for advisors and plans of all sizes

MonacoTech Joins CFM Indosuez's "StartUp Connections" Platform

Through this partnership, the "StartUp Connections" platform is enriched with a new pool of Monegasque startups specializing in fields such as BioTech, MedTech, GreenTech, and BlueTech, among others.

Transforming Wealth Management with Innovation: Insights from Avaloq’s Pascal Wengi

A significant trend, according to Pascal, is the cross-border expansion of wealth services.

Apex Group embarks on innovative digital shift with Capcade

Technological advancements are a must in the financial sector to tackle increasing operational complexity and streamline processes.

Leonteq launches Shari'a-compliant offering on LYNQS

Leonteq’s platform allows investors to benefit from a short time-to-market and access to a large array of asset classes

Arta in Singapore takes the robo to the ultra wealthy

Arta Finance is bringing high-touch services for the very wealthy to the world of digital private banking.

Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines

The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets.

Broadridge Completes Acquisition of Kyndryl SIS

The acquisition further emphasizes Broadridge’s commitment to providing leading solutions to the Canadian financial services market that enable simplification and innovation

3EDGE Asset Management Selects SEI to Launch ETFs

Advisor’s Inner Circle Fund Trust Powers Growth for Asset Managers

Swiss fintech GenTwo opens UK office

The expansion into the UK market marks a significant milestone in GenTwo's global growth strategy

Binance First Crypto Exchange to Offer Solution for Wealth Managers

Binance introduces Binance Wealth, providing the infrastructure for wealth managers to deliver financial advisory services for their high-net-worth clients looking for crypto exposure

Citi and Google Cloud Announce Strategic Agreement to Modernize Citi's Technology Infrastructure and Drive Innovation

Citi will use Google Cloud's Vertex AI platform to deliver generative AI capabilities across the company

SEI Launches Generative AI Framework to Enhance Operational Excellence

SEIGPT Boosts Productivity and Efficiency for SEI and Clients

Tokenized Funds: The Third Revolution in Asset Management Decoded

There will also be innovative fund distribution opportunities through secondary tokenized brokerage and embedded investing.

Wealth Dynamix strengthens presence in Middle East with Picard Angst MEA Limited.

Wealth Dynamix partners with Picard Angst MEA to enhance client onboarding in the Middle East. Discover how CLMi’s digital Client Lifecycle Management platform boosts efficiency, compliance, and advisor productivity at DIFC-based Picard Angst MEA.

FAB and Gilded offer digitally enabled physical gold investments

For private banking customers, FAB and Gilded is introducing digitally enabled physical gold investments.

Wealth Management Firms Expected to More Than Double AI Budgets: Wipro Survey

The report also underscores the pivotal role of advisors in effectively integrating AI into financial advice

CogniCor expands Wealth Co-Pilot platform

Insight Engine allows users to leverage all of the platform’s data to provide tailored financial solutions on a large scale.

Uptiq launches new enterprise AI platform for wealth managers, banks

Uptiq’s platform offers a suite of pre-packaged agents to support financial advisors, loan officers, and back-office staff.

DWS Xtrackers launches cryptocurrency ETPs on SIX

The new products focus on bitcoin and ethereum, using the Swiss franc as their trading currency.

FinTech