Managers of Wealth

Wirehouse rolls out AI tools throughout its wealth management division

The firm is extending the use of tools to help boost productivity.

SS&C Technologies to Acquire Calastone

The acquisition is expected to close in Q4 2025, subject to regulatory approvals. SS&C expects the acquisition to be accretive within 12 months and plans to fund the purchase with a combination of debt and cash on hand.

Separately Managed Accounts: A Revolution for Wealth Management?

It is in this context that the comparison with the American SMA model becomes central: a nimble, digital, already operational, and profitable model.

SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale

SMA: An Opportunity for Wealth Management Growth in Italy

In Italy, and in Europe as a whole, the growth of Separately Managed Accounts has often been hindered by regulatory factors, but today this service presents itself both as the best solution to growing liabilities and as a driver for the development of the

Cathay United Bank, Avaloq team up for onshore private banking in Taiwan

The partnership leverages Avaloq's core banking technology to enhance operational efficiency and client service.

Valour Digital Securities Ltd Becomes New Crypto ETP Issuer at SIX Swiss Exchange

With this launch, Valour Digital Securities Limited lifts the total number of listed crypto products to 451.

Wealth Data sold to fintech Padua

The acquisition follows a capital raise by Padua which raised $7 million, exceeding its $5 million target and supported by cornerstone investor Acorn Capital.

WealthAi and MDOTM partner on AI tools for wealth managers

New partnership integrates MDOTM Sphere platform into WealthAi’s ecosystem, giving wealth managers access to AI-driven portfolio tools and automated reporting.

Why even conservative banks are increasingly relying on fintech solutions

The increasing trend toward mergers and restructurings is further reducing the number of banks and highlights the increasing difficulty for many institutions to compete.

Tokenization and fractionalization of financial assets: SIX and Pictet successfully complete pilot project

Funds have long been a proven investment vehicle.

Fi3 Advisors, Opto partner to streamline private markets investing

The collaboration aims to improve Fi3's private markets programme by developing a customised annual vintage funds programme for clients.

Avaloq launches OpenWealth standard at LGT

The announcement highlights that Avaloq has been supporting LGT with its versatile Avaloq Core Platform for about 20 years, and this latest joint creation is an important milestone in the two companies' cooperation.

Lombard Odier’s Tech Offensive

For functions such as payments and client reference data management, Lombard Odier deliberately uses market-standard solutions.

Cybersecurity: Pictet launches offensive for external asset managers

Now the traditional Geneva-based firm is taking its efforts a step further , as Alain Gallati, Market Head of Pictet Asset Services German-speaking Switzerland, explains in a finews.ch podcast .

Institutional investors, wealth managers and hedge funds are increasingly focusing on crypto as they expect it to outperform

Nearly three out of four (73%) of the institutional investors and wealth managers questioned expect a rise in digital asset fund launches in general this year with just 2% predicting a decline.

FinTech