Managers of Wealth

Wealthy families left cold by AI revolution

While most wealth management firms are cautiously embracing AI to improve profitability, major clients have yet to be convinced about the technology’s benefits

Broadridge’s Distributed Ledger Repo Platform Processes $368 Billion in Average Daily Trade Volumes in November

November 2025 ADV up 466% Year Over Year, Highlighting the Rapid Adoption of Tokenized Settlement

Ortec Finance unveils new financial planning research

The research report aims to help wealth managers, platforms, and life and pensions providers prepare for a rapidly evolving landscape.

Flex raises $60m Series B to scale AI private bank

The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows.

SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland

License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub

Nevis bags $35m to build AI for wealth management

The company, founded less than a year ago, develops technology aimed at freeing advisors from time-consuming administrative tasks.

HSBC Bets Big on Singapore’s High-Growth Startups

Singapore plays a prominent role in HSBC’s Asia–Pacific ambitions.

The new face of Black Friday: AI, alternative data, and the rise of Chinese e-tailers

The most notable development, however, was the shifting balance of power among platforms.

Deutsche Bank Capital Markets Outlook 2026: Artificial Intelligence as a growth engine in a world of risks

Artificial Intelligence as a growth engine in a world of risks

ARP Digital Holdings Expands Digital Asset Wealth Management Offering

Partners with DV Trading and Centaur Markets for Structured Products

7IM partners with Cloud Direct to accelerate digital transformation and enhance the adviser and client experience

The partnership will strengthen 7IM’s own cloud engineering capability and accelerate the delivery of its transformation programme - allowing the business to consistently roll out new enhancements and solutions to advisers and their clients at great

Binance Introduces Bespoke Service for Ultra High-Net-Worth Crypto Investors

Binance Prestige is a new white glove service targeting wealthy crypto investors and family businesses with assets in the order of around $10 million.

SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland

License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub

AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds

Firms are embracing AI to drive efficiency and personalization while confronting structural shifts in product demand, workforce needs, and investor expectations.

BlackRock Aladdin Adds Luma Structured Product Data to the Aladdin Wealth™ platform

Mutual clients to gain deeper visibility into structured investments, better construct and manage portfolios across public and private assets.

J.D. Power: Advised and DIY Investors Seem to Like AI Assistants

In a client satisfaction survey of digital wealth management platforms, J.D. Power finds both advised and DIY investors like working with AI-driven assistants—at least to start.

Temenos Named a Leader in IDC MarketScape for North America Retail Digital Banking Solutions

Temenos recognized for strengths including flexible architecture, scale and reliability, as well as its ecosystem and integrations

UBS and Ant International partner on blockchain-based real-time cross-border payments settlement and liquidity management

UBS and Ant International signed a Memorandum of Understanding (MoU) at UBS’s flagship office at 9 Penang Road in Singapore.

Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients

These innovations enable financial institutions to offer scalable, high-touch investment services across all client segments, combining automation with human insight for maximum personalisation and engagement.

Mitsubishi UFJ to Launch AI Concierge for Wealth Management

The new service will first be offered at a digital bank scheduled to open in fiscal 2026, and will later be expanded to the group's smartphone apps.

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