Managers of Wealth

Citi Wealth Rolls out AI Tools for Advisers and Client Teams

Citi Wealth has deployed two artificial intelligence platforms designed to accelerate client communications and streamline adviser workflows across its global operations.

CZ Family Office Fuels $1B BNB Treasury Launch – BNB to $1K Before Weekend?

That includes supporting core technology development, funding new projects, and driving community initiatives that expand adoption.

Temenos Earns 2025 Great Place To Work Certification Across 10 Countries

Recognition based on employee feedback, with 84% affirming that Temenos is a great place to work.

Fisch launches equity fund as a reinterpretation of proven expertise

The fund aims to generate positive returns, while systematically limiting risk during periods market weakness.

DBS Rolls Out Tokenised Crypto-Linked Notes as Singapore’s Wealth Sector Grows

The bank's clients traded more than US$1 billion in crypto options and structured notes in the first half of 2025, reflecting strong demand.

How AI is transforming the investment industry

As artificial intelligence continues to evolve it will fundamentally alter the way the investment industry operates.

Invesco boss questions robotic revolution narrative in asset management

Andrew Schlossberg, CEO at US giant fund house Invesco, frowns at any talk of revolutions in technology and private assets, believing investment firms must first focus on returns

Broadridge Acquires Signal, Accelerating Global Digital Communications Expansion

Growing expectations from both customers and regulators are driving the need to modernise and digitise the customer

Bybit Private Wealth Management's Standout USDT Yield Strategy Set New Bar in July

Capturing the rapid tides of crypto and global markets in July

Two Former Vontobel Managers Combine Bitcoin, Gold and AI

It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.

10 Best Wealth Data & Analytics Solutions 2025

A common problem the industry faces is a reliance on legacy solutions.

Infosys announces nCino platform implementation for ABN AMRO

The integrated platform is said to enhance customer onboarding and loan origination processes.

Mission Wealth Management Chooses Fynancial to Power New Offering for the Next Generation of Investors

The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time

Sygnum Bank announces SUI support for clients on the back of serving as banking partner to Sui Foundation, broadening access to the blockchain built for mass adoption

SUI is fully integrated into Sygnum’s banking platform.

Apex Invest Digital Selects Coinbase Asset Management as Headline Sponsor for Inaugural Apex Invest Digital Program

Together, the events create a comprehensive three-day conference for institutional investors to explore both digital and traditional asset opportunities

SS&C Technologies Unifies Wealth Offerings Under SS&C Black Diamond Wealth Solutions

The comprehensive single-source suite combines SS&C’s industry-leading wealth & trust management technology and services

Robert Leshner redefines wealth in digital terms

Leshner's statement reflects the increasing digitization of financial systems and the importance of legal frameworks in managing and preserving wealth.

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

Blackrock Alumna Launches WealthTech Boutique in Zurich

Wealth3 Capital advises institutions, family offices, asset managers, and crypto-native organisations navigating the future of wealth, from tokenized assets to AI-powered investment strategies.

SS&C Technologies integrates wealth offerings into single platform

The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.

FinTech