Managers of Wealth

Broadridge’s Distributed Ledger Repo Platform Achieves 508% Year Over Year Growth in January

January 2026 ADV of $365 billion, highlighting sustained institutional scale following breakout year

Cardinal Point Wealth Management Explains How the Canada Revenue Agency Taxes Cryptocurrency

It also explains how the CRA views cryptocurrency as a commodity rather than legal tender, a distinction that has important tax implications for investors.

Barclays US Consumer Bank reports meaningful gains from call centre GenAI

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation.

Bybit Private Wealth Management Sustains Positive Momentum in January 2026

In recent weeks of sharp price action across the crypto landscape from XRP to BTC

DORA, Data, Consistency – A structural challenge for financial institutions

Institutions with fragmented IT landscapes are under particular pressure.

Fosun Wealth Holdings' FinChain has reached a deep strategic cooperation with Avalanche.

FinChain to Integrate the Avalanche Network, Targeting the Development of RWA Tokenization for Traditional Financial Assets in Asia.

Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities

Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide

Wealth manager Sidekick gets richer with £8m injection

Founded in 2022, Sidekick has secured a Series A funding round led by Eos Ventures and which includes backing from the Development Bank of Wales, Sky News understands.

Pictet funds hit as software selloff deepens

Thematic funds run by Swiss asset manager, including £8.2bn Robotics fund, suffer losses as investors flee software stocks.

Parties sign MoU to accelerate the rollout of sovereign, Pan-European payment solutions

The cooperation brings together leading European payment solutions

WealthArc accelerates global expansion as demand grows for next-generation data infrastructure

The infrastructure is designed to scale well beyond current volumes, with processing capacity capable of supporting millions portfolios globally.

Advisors Signal Desire for More Technology and Product Education to Drive Growth in New Study from Broadridge and FSI

The study shows a clear increase in investor interest across non-traditional investment categories

Saltus moves £9bn of assets onto SS&C Hubwise platform

The partnership comes as wealth managers face ongoing regulatory change and rising client expectations for digital-first services.

Standard Chartered applies AI to transaction banking services

The platform enhances every stage of the client engagement journey - from understanding client needs and requirements through to creating and delivering client solutions.

Barclays expands Demo Directory to help founders connect directly with corporates for strategic investment and commercial growth

The update expands the platform beyond investor access alone, enabling corporates to discover new technologies, source innovation and invest in future growth opportunities aligned to their strategic priorities.

Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence

Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies

Wealth Dynamix welcomes Fiske plc as the latest SaaS CLMi client, strengthening strategic partnership with Third Financial

London-based investment manager goes live with full modular suite to enhance personalised service and operational efficiency.

FinTech