Managers of Wealth

Broadridge Successfully Delivers ISO 20022 Cash Messaging Capabilities for its Post-Trade Clients

This positions clients well ahead of the November 2025 Swift Standard Release.

Asset management software startup ZILO secures £20m round

The group develops global transfer agency software

Broadridge Partners with Kids Help Phone, Empowering Youth Mental Health Across Canada

This partnership with KHP will help expand access to mental health support so that more young people across Canada can reach trusted support in the moments that they need it most.

Hack costs Lausanne crypto exchange dearly

The company promises that customers won't have to pay out.

Finary gets serious: Paris FinTech lands €25 million for AI-powered wealth tools and expand across Europe

With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.

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

Platform Offers Turnkey Operational Support for Investment Managers Seeking Diversified, Innovative Strategies

M2 Repositions as Digital Asset Wealth Management Platform for High-Net-Worth, Family Offices, and Institutional Investors

This strategic evolution comes amid rising global demand for institutional-grade access to the digital asset economy.

Mentenova and SEI Partner for Global Equity Investments

Science-backed, Data-driven Process Powered by Technology to Deliver Better Outcomes for South African Investors

Bitcoin Suisse expands presence with new office in Lugano

As the digital asset ecosystem in Lugano continues to gain momentum, crypto pioneer Bitcoin Suisse is intensifying its presence and contribution in the region.

BTA Finance partners with Avaloq to modernise wealth management operations

Under the partnership, BTA Finance will implement the Avaloq platform, hosted in the cloud, to modernise its core wealth infrastructure, front-office systems and digital banking channels.

91% of Wealth Managers Have AI Ambitions–And Concerns. Eton Solutions’ AI Platform Addresses Both.

Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets

Finpension Tops 4 Billion Francs in Client Assets

This corresponds to a 41 percent increase in client assets within twelve months.

SMA: Towards an integrated, flexible and sustainable model

This will facilitate the integration of advanced consulting and professional management, optimizing the portfolio and enhancing profiling during the onboarding phase, based on clear and consistent objectives.

Profile Software adds AI boost to Axia wealth platform

The latest version of Axia introduces a suite of AI-driven innovations designed to elevate decision-making and strengthen client engagement.

Volkswagen to invest up to a billion euros in AI by end of decade

The German group is in the midst of deep changes in its two main markets of China and Germany as it steps back to work on new models, and major cost cuts are under way in Germany.

Scalable Capital is now a bank

Over €30 billion is held on the platform by more than one million customers.

Objectway accelerates growth course

The wealth management sector continues to grow steadily, and demand for modern technology solutions from established providers is increasing.

Fidelity Investments Launches WealthscapeSM Intelligence and Introduces New, Fully Digital Onboarding Enhancements

The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals.

Bitwise expands access to its products in Swiss markets, listing five flagship ETPs on Six Swiss Exchange

Positive sentiment in Europe: UK regulator expected to ease access to crypto ETPs for retail investors on 8 October 2025, positive trend in France too