Managers of Wealth

Bitcoin and the future of wealth management: Navigating a digital asset portfolio

Bitcoin, born out of the decentralised ethos of blockchain technology, has transitioned from a niche experiment to a recognised and influential asset class.

Anchorage Digital and FusionIQ Partner to Offer Regulated Crypto for Financial Advisors and Institutions

Partnership Marks First Time Financial Advisors and Institutions Have Access to Anchorage Digital via All-in-One Wealth Management Platform

AI in banking 2024: The most important questions and answers

A challenge here is identifying where exactly these investments need to be made.

Fifth Annual Broadridge Survey Reveals Time and Expertise Top Challenges in Advisor Marketing Strategies

Advisors with a defined marketing strategy falls to the lowest rate in five years (20% in U.S.), yet confidence in meeting practice goals remains high

WealthArc is transforming the family office landscape with Artificial Intelligence

WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.

Crypto HNWIs: analysing the wealth of the next generation

Private banking needs to step up and meet the needs of those garnering wealth through crypto.

UBS Launches Hong Kong’s First Tokenized Warrant

The tokenized warrant marks yet another milestone in UBS’s ongoing efforts to grow its digital asset capabilities.

City of Lugano issues further digital bonds

The city of Lugano has issued a digital bond with a volume of 100 million francs.

The rules of investing AI can teach us – LGT Capital Partners’s Matthias Feiler

The head of asset allocation at LGT Capital Partners reveals how the firm is using AI to hunt for alpha.

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated, Avaloq says

Segura Bank International goes live with Temenos core banking in the cloud

Temenos’ cloud-native platform enables SBI to rapidly launch US dollar financial products and leading digital experiences to customers across Latin America

Startup supported by UBS increases its workforce sixfold

This was stated in a statement from the young company, which makes fiduciary and business administration services accessible to SMEs online.

WiseAlpha launches new wealth management portal and white-label solution

Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.

Broadridge Reports Second Quarter Fiscal 2024 Results

Our results, including 6% organic Recurring revenue growth constant currency, demonstrate continued execution on our goals to democratize and digitize governance

Wealth Dynamix Now Available on Temenos Exchange

Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos as part of a strategic partnership.

LTX by Broadridge Announces Four New Patents Covering Fixed Income Trading Innovations

The newly patented technologies enhance trade workflows, from bond discovery and selection

Bitpanda launches high net worth wealth division

The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.

Leonteq’s Quote Module Goes Mobile

The new LYNQS mobile version is one of the first click n’ trade platforms that is accessible via mobile devices in Asia.

How could tech change wealth management in 2024?

In order to achieve this, they are embracing technology and refining their software solutions as well as considering the use of artificial intelligence (AI) in their business.

WealthKernel further extends Series A by £6m

With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure

FinTech