Managers of Wealth

Swiss Private Bank Dynasty Splits Over Clashing Views on Crypto

The split highlights both the challenges of managing a family business and the sometime dueling views of the outlook for Switzerland’s wealth managers

Wealth management’s challenges: retaining talent, mastering digital

Digital is driving growth

Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite

This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network.

Intellect and Fintel form 50:50 joint venture to target UK wealth management

The joint venture represents a deliberate architectural break from this legacy model.

Sygnum Off-Exchange Custody Enabling TradFi Access to Crypto Market Volatility Opportunities; Assets Surpass USD 1bn

Fueled by these trends, and supported by the continued confidence in secure Swiss regulated infrastructure, assets on the Sygnum Protect platform surpassed USD 1 billion.

Avaloq strengthens Arab Bank Switzerland partnership

The bank will also roll out Avaloq’s RM Workplace solution in the front office, aimed at streamlining client interactions and boosting relationship manager productivity.

StashAway launches alts products for wealthy individuals

The two new portfolios, Unicorn Top 20 and Multi-Strategy Hedge fund, provide access to institutional-grade products to high-net-worth investors.

Broadridge and Crypto.com Connect to Enable Crypto Order Routing for Brokers Globally via NYFIX

Crypto.com also becomes Broadridge’s first cryptocurrency trading connection in Asia leveraging NYFIX’s robust FIX connectivity and global reach

Temenos Earns the Solutions Partner with Certified Software Designation for Core Banking SaaS on Azure

The certified software designation underscores Temenos’ commitment to cloud-native core banking with the highest standards of interoperability, security and performance.

SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI

Collaboration Supports Enterprise Efficiency, Scalability, and Sustainable Growth

Luxury travel catching up with HNW demand for crypto payments

360 Private Travel’s recent move is just the start

The ESG data inconsistency problem wealth firms face

The ESG sector had a bumpy 2025, with changing priorities around the world made it look like interest in the space was going to shrink.

Avaloq Highlights India’s Rising Role in Global Wealth Management Expansion

Growing remittance flows, a rapidly expanding mass-affluent segment and stronger digital adoption are reshaping demand for wealth services in India

Addepar unveils Addison AI to power wealth insights

The launch is part of a broader strategy focused on native AI, intelligent agents and new workflows across the investment lifecycle.

HSBC Hong Kong applies AI and analytics to enhance customer engagement and digital banking

Alex Chen, Head of Data and Analytics at HSBC Hong Kong, said: “If data is the new oil, our team are the master prospectors and refiners, turning raw potential into pure value."

AI barbarians at software’s gate

The recent market slump in software stocks has been broad and indiscriminate.

Broadridge Advancing Pass-Through Voting Across the Asset Management Industry and Powering Individual Investor Voice

New capability brings Pass-Through Voting directly to millions of individual investors, expanding investor choice and strengthening shareholder engagement

Northern Trust Asset Management Enters Digital Assets Market with Launch of Tokenized Money Market Share Class

Tokenized share class underscores commitment to enhancing client outcomes through emerging technologies

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent.

GenAI Delivering Now, Tokenization Is Next: Financial Services Enters Period of Accelerating Transformation, Landmark Broadridge Study Finds

AI adoption has accelerated dramatically over the past year.

FinTech