Managers of Wealth

James Hambro picks Moneyinfo to build new digital client portal

James Hambro & Partners has teamed up with Moneyinfo to build a better digital experience for its wealth clients.

Gregory Van of Endowus on Redefining Digital Wealth Management in 2025

In a session dominated by discussions about operational resilience and client expectations, Van framed Endowus’s approach as a blueprint for how technology-first wealth managers can leapfrog traditional institutions.

Tokenization Moving from Hype to Reality Across Financial Services, Broadridge Report Reveals

The whitepaper is based on the 2025 Broadridge Tokenization Survey

Federal Council moves forward with stablecoins and crypto: consultation launched

The new regulation should increase the attractiveness of Switzerland as an economic and financial centre for innovative and technology-driven business models

Emirates Investment Bank Partners with Avaloq to Modernize Its Wealth and Investment Management Operations in Dubai

This will help the bank to scale its services and deliver a highly personalized, data-driven wealth management experience.

SEI Reports Third-Quarter 2025 Financial Results

We are making targeted investments in technology and talent, allocating capital to the highest-return opportunities

Streetbeat raises $15m to scale AI for wealth managers

Its flagship product, StreetbeatPRO, allows wealth managers, financial institutions, and brokerages to automate key investment and advisory processes through off-the-shelf or customised AI agents.

AI Adoption by Australian Financial Services Firms Outpaces Global Peers, Broadridge Study Finds

Australian firms also punch above their weight in the use of advanced analytics for real-time insights – 67% (vs. 44% globally).

Building the tech backbone for digital asset management

Asset management lags behind other financial-services industries in enabling digital transformation. Previous attempts at digitalization hold lessons that could pave the way for future growth.

Quenching computing’s insatiable thirst – the AI water cooling challenge

That was the question posed by the ‘father of modern computing’, British scientist Alan Turing, in a landmark paper published exactly 75 years ago.

The CIO Group Releases Outlook 2026: "Unprecedented Times, Exceptional Portfolios"

The CIO Group annual investment report highlights how combining artificial and human intelligence enables investors to thrive amid uncertainty

Broadridge’s Distributed Ledger Repo Platform Processes $339 Billion in Average Daily Trade Volumes in September

September 2025 ADV up 650% Year Over Year, Highlighting Rapid Growth in Tokenized Real Asset Settlement

The energy challenges of AI

The rise of artificial intelligence is redrawing the global electricity map

London-based startup Clove launches out of stealth with €12 million to make wealth management widely available

Clove’s pre-Seed positions it among the more strongly backed early-stage players in Europe’s 2025 WealthTech landscape.

Banks can avoid millions when migrating core banking systems

A bank's core banking system controls all processes, from account management and payment transactions to lending and reporting.

Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype

Is there such a thing as ‘good bubble’ — and even if it is — is this the sound of it bursting? Plus, the 10 most famous bubbles in history.

From healthcare to finance, AI is redrawing the fabric of society – an interview with Gilles Babinet

Up against the United States and China in the global race for generative AI, can Europe chart an alternative, more responsible course? Two experts offer their vision on this topic.

Milo's Crypto Mortgage Has Helped Clients Increase Wealth By Over $100 Million

Milo continues to transform real estate financing by helping digital asset holders keep their Bitcoin and Ethereum as mortgage collateral, turning homeownership into a catalyst for long-term wealth creation.

Plan your cloud transformation carefully

Cloud transformation is no longer just an IT issue, but a central component of business strategy.

How banks avoid billions in losses during core banking migration

The core banking system is the heart of a bank – it controls all processes from account management and payment transactions to lending and reporting.

FinTech