Managers of Wealth

How can wealth managers balance AI innovation with cybersecurity?

Nevertheless, AI remains the largest area of investment.

Reader callout: Do you use AI for retirement planning?

Could it ever replace human advice?

UBP to build digital asset team

The Geneva-headquartered private banking group could launch crypto investment solutions later this year.

AI‑Driven Filings, Opt‑In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds

The report finds that 2025 marked a turning point, with surging AI-related litigation

Pimfa WealthTech and Morningstar launch AI tech sprint

Participants will demonstrate how their tech solution leverages AI to create measurable business impact and improve problem solving.

Bank of Beirut UK Goes Live with Temenos Core and Payments to Accelerate Corporate Banking Growth

Temenos’ unified banking platform enables the Bank of Beirut to scale trade finance and deliver faster, more efficient banking services

Building a Composable Data & AI Ecosystem: Objectway and BEI on Driving Value Creation

The workshop was based on BEI’s applied research within the Competence Center for Future Financial Services.

Blackstone Leads Funding of Over $1 Billion to Neysa to Work Towards Building India’s Leading AI Infrastructure Platform

We believe Neysa has the best management team in this space

PostFinance launches first Swiss asset management mandate with selected cryptocurrencies

Another new mandate, focusing on sustainability, supports the global net-zero climate target of 2050.

HSBC Orion awarded DIGIT platform mandate

The UK is a home market for us and the sixth largest economy in the world.

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

FinTech