Managers of Wealth

Robert Leshner redefines wealth in digital terms

Leshner's statement reflects the increasing digitization of financial systems and the importance of legal frameworks in managing and preserving wealth.

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

Blackrock Alumna Launches WealthTech Boutique in Zurich

Wealth3 Capital advises institutions, family offices, asset managers, and crypto-native organisations navigating the future of wealth, from tokenized assets to AI-powered investment strategies.

SS&C Technologies integrates wealth offerings into single platform

The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.

The growing demand for the AI-empowered enterprise

Insights from our Private Companies Showcase

d1g1t’s vision for scaling AI-driven wealth management advice

CEO and Co-Founder Dr. Dan Rosen explains how d1g1t is transforming wealth management using AI and data to deliver personalized solutions.

GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers

AI in banking IT: St. Gallen research institute launches fintech cooperation

The collaboration aims to link research and practice in the financial sector, with a focus on artificial intelligence in core banking.

Standard Chartered and Alibaba Group Sign Strategic Technology and Growth Partnership

Two industry powerhouses will work together to advance development and implementation of AI technologies

BIBD Securities Sdn Bhd (BIBDS) enhances wealth management service offering with Avaloq platform

The Avaloq platform now serves as the core wealth management system for BIBDS’ Islamic investment offerings and brokerage services.

Access Bank UK to deploy wealth management tech from Profile Software

A key component of Axia’s value proposition is the Digital Investments Hub

Apex Group launches new digital infrastructure

Apex Digital 3.0 will reshape asset servicing as we know it by enabling the transition from traditional to on-blockchain finance through a scalable, compliance-first, programmable infrastructure.

iA Financial to buy wealth management firm RF Capital

RF Capital, operating under the Richardson Wealth brand, manages more than C$40bn in assets.

DORA breathing down your neck? Why banks without PaaS are failing in cloud migration

This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.

The Rise of Crypto Real Estate: How Digital Wealth is Reshaping Luxury Property Markets

From blockchain-powered smart contracts to tokenized fractional ownership, the luxury property sector is witnessing a transformation that prioritizes speed, discretion, and scalability.

Vibhooti Chaturvedi on Embedding AI Across the Wealth Management Value Chain

For Vibhooti Chaturvedi, Regional Director for South Asia & Australia at Avaloq, AI is no longer a future-facing ambition but a core differentiator shaping how banks serve their clients today.

Temenos Announces Strong Q2-25 Results; FY-25 Guidance Raised on Back of Strong H1-25

Strong Q2-25 and H1-25 performance across key metrics

Wirehouse rolls out AI tools throughout its wealth management division

The firm is extending the use of tools to help boost productivity.

SS&C Technologies to Acquire Calastone

The acquisition is expected to close in Q4 2025, subject to regulatory approvals. SS&C expects the acquisition to be accretive within 12 months and plans to fund the purchase with a combination of debt and cash on hand.

Separately Managed Accounts: A Revolution for Wealth Management?

It is in this context that the comparison with the American SMA model becomes central: a nimble, digital, already operational, and profitable model.