Managers of Wealth

Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers

Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets

Fidelity leads £25m fundraise for ex-FNZ tech boss’ new venture

Wealth tech veteran Phil Goffin has secured funding from the asset management giants for his new fund administration fintech firm.

Phygital is customer (and product) friendly

Making use of technology, AI in the lead.

“Don’t miss out on the advantages of AI”

With the use of AI, work processes can be made more efficient.

Deutsche Bank Digital Transformation Strategy Analysis Report 2023: Accelerators, Incubators, and Other Innovation Programs

Deutsche Bank is a provider of investment banking, corporate and retail banking, and asset and wealth management solutions.

How innovation is driving value at private bank Julius Baer

FusionIQ Announces Partnership With Kinecta Federal Credit Union, To Implement Fully Integrated Solution

FusionIQ's Digital Wealth Platform Selected for Offerings That Address Community-Based Financial Institutions

Looking back on 2023: APAC WealthTech Landscape Report 2023

Our data insights gave an ‘at a glance’ guide to headline statistics for the APAC wealth management community.

Nicolas Marxer: «Many People See Cryptocurrencies As Speculative Instruments»

Bank Frick is Europe’s trailblazer in blockchain banking.

CREALOGIX publishes interim financial statements for the first quarter of the financial year 2023/24

Purpose of these interim financial statements

Well-rehearsed team starts with new “Quant as a Service” business model

We consistently focus on our core competency – the development of quantitative investment solutions.

ONE OBJECTWAY: the value of being ONE organisation

At Objectway, being ONE means more than a collective effort; it embodies a set of principles and practices that elevate us into a league of our own.

Ex-Fidelity portfolio manager invests in Zug crypto boutique

Harlan Carere also runs his own cryptocurrency advisory company.

Generative AI in asset and wealth management: The art of possible

Generative AI has the potential to reshape investing and change how money managers advise, inform, and engage their clients.

Zürcher Kantonalbank is launching a digital banking offering across Switzerland with ZKB Banking

Overall, the annual savings are up to CHF 116

How AI can brush the dust of the old wealth management industry

It is time for financial advisers – both small and large – to embrace modern technology

Apex Group Secures Strategic Tokenization Position Through Investment in Tokeny

This significant move solidifies Apex's dedication to leading the digitization of finance, with tokenization at its core.

St. James's Place selects ION Analytics RMS for its fund due diligence

Cutting-edge Backstop RMS solution streamlines fund due diligence for enhanced growth and performance

TMF Group Adopts Broadridge’s Sentry Loan Administration Platform to Scale for Private Debt and CLO Fund Services Business Growth

Broadridge’s platform will also enable TMF Group to launch a new service offering for CLO administration, which it plans to bring to market in 2024.

Sygnum’s institutional crypto market survey: 60% bullish and expect high 2024 returns

Majority of institutional investors see crypto as an opportunity to participate in expected market upside as well as a “safe haven” strategy for hedging against traditional markets

FinTech