Managers of Wealth

WealthOS wins contract with Quai Digital

This partnership marks a significant delivery milestone in WealthOS’s history since its £2 million pound seeding investment led by Barclays in Q4, 2023.

HL rows back on digital advice plans as shares fall 8% on flows and profit drop

The business has taken a £14.4m hit after pausing the development of tools to expand digital advice service.

Goldman Lampe Private Bank Unveils AIDA: A Trailblazing AI System Set to Revolutionise Banking

Beyond its remarkable capabilities in fraud detection, AIDA is engineered to revolutionise the way investment strategies are devised.

PostFinance is launching a new crypto offering for Switzerland

The introduction is characterized by user-friendliness, transparency and attractive conditions for everyone.

DL Family Office Group Innovates with AI-Driven Metaverse for Enhanced Wealth Management

This plan was unveiled in a series of updates last year.

Asian family offices ramp up digital asset game

Liquid strategies take center stage among region's rich

Wealthtime launches notification centre to save advisers time

Trackers for transfers and secure messages are also planned to be added to the notification centre.

Luzerner Kantonalbank implements Finmechanics for front to back office overhaul

FM Converge is a high performant cross-asset front to back platform that enables banks to run their markets business on a private or public cloud.

Navigating the New Fiduciary Marketplace, Leveraging Emerging Tech and Positioning for Growth: Speaker Lineup Unveiled for Broadridge 360 Advisor Summit

Speaker, Best-selling Author and Chief Executive Officer of Change Enthusiasm Global, Cassandra Worthy, to deliver keynote remarks

Global Class Action Mega-Settlements Smash Four-Year Average by Over 87% New Broadridge Report Shows

Expansion of Opt-in Jurisdictions and Increasing Prevalence of Collective Investor Global Actions Among Top 2023 Trends

Temenos AG Embroiled in Financial Manipulation Allegations: A Battle for Trust and Transparency in Fintech

In the heart of Switzerland's financial technology sector, a storm has erupted that has sent shockwaves through the market.

Wealth managers look to robo to help smaller clients: KPMG

This was particularly the case in Asia Pacific

Cleantech VC receives Finma collective asset manager licence

Emerald Technology Ventures, which invests in startups tackling climate change and sustainability issues, has praised the authorisation by the Swiss regulator.

Virgin Money acquires abrdn's stake in joint venture wealth platform

The business has since added a pension product for users to save from just £25 a month and shift existing pensions to the platform.

VENCORA UK Limited publishes definitive notice of the end result of the public tender offer for all publicly held registered shares in CREALOGIX Holding AG

Ad hoc announcement pursuant to Art. 53 LR

FinTech