Managers of Wealth

Kristal.AI crosses the USD1B mark in assets under management

In the first seven months of this year, KristaI has grown its user base by over 50%, in comparison to the existing 2021 user base.

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

At the same time, consumers face a lot of potential uncertainty and need great financial advice and smart strategies more than ever.

Raymond James to launch blockchain PE fund for wealthiest clients

The private equity fund will be offered through Raymond James’s Private Institutional Client (PIC) desk, a unit within the wealth manager that caters to its wealthiest clients with more than $50m in assets, according to three sources with knowledge

Wealth tech firm Infront acquires Assetmax

The transaction is expected to be completed by the end of September at the latest, subject to customary conditions.

Wealthy investors ‘are backing the metaverse’

The term metaverse refers to digital ‘universes’ in which people can own virtual ‘land’ for private or commercial purposes.

UK regtech, AutoRek hiring a further 30 positions to meet rising need for automation

With a team growth of 40 people this year, the drive continues for 30 more positions across the U.K.

Crypto Firm Coinhako Expands to Target Insti and Wealthy Clients

More forward-looking institutions will be looking at this market downturn

Lloyds bags AJ Bell as open banking client

Called ‘FundBy Bank’, the payment option will be added to AJ Bell’s direct-to-consumer offering Youinvest.

Cybersecurity hiring levels in the private banking industry rose in July 2022

We've analysed hiring patterns using data from GlobalData

Irish wealth manager Davy Capital Markets deploys Torstone's post - trade platform

Torstone offers an SaaS platform designed for post-trade securities and derivatives processing and risk management.

Fairlight Asset Management Optimizes Front-to-Back Operations with SS&C

Australia’s equity manager is the latest firm to join 50+ asset managers leveraging Eze Eclipse in APAC

SEI Introduces SEI Data Cloud

Solution to Provide Clients with Real-time Data and Analytics, Powered by Snowflake

Lugano stakes claim to become cryptocurrency capital of Europe

Switzerland has long been synonymous with financial innovation, and Lugano now joins the race to become a hub for blockchain technology development.

Asset manager launches metaverse fund

Invesco is not the first fund manager to treat the metaverse as an investment opportunity.

'We like the optionality': Julius Baer CIO won't write off crypto

According to Yves Bonzon, viable commercial applications of blockchain technology are slowly but surely emerging.

Bank of Queensland Goes Live on Temenos Banking Cloud

BOQ Group completes the next phase of its multi-year transformation which will enable it to create outstanding digital experiences and help customers reach their financial goals

Lugano partner Tether changes auditors

A certificate of Tether's reserves for the second quarter is expected to be published in the coming days.

FS Disruptor Forum: How disruptive trends are reshaping financial services

Our software uses artificial intelligence and machine learning, and that’s perfectly normal

Moneyfarm: The evolution of digital wealth management

The key to this solution is the consolidation of assets on an existing adviser platform.

UBS invests in tech unicorn BigPanda

As a result, the platform helps companies reduce costs, enhance service availability, increase transparency and improve the speed of IT operations.

FinTech