Managers of Wealth

Objectway in the Top100 of sustainable ICT

Social impact and quality of innovation make the difference

Masttro Launches Next-Gen Platform for Wealth Management

New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients

MUFG to buy robo-advisor for $664m

Mitsubishi UFJ Financial Group (MUFG) says it will pay $664 million to take 100% ownership of robo-advisor WealthNavi.

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

SimCorp extends partnership with Deutsche Bank in Asia Pacific

This renewal will allow Deutsche Bank to keep providing fund administration and accounting services using SimCorp One.

Switzerland no longer leading – Bitcoin pioneer Niklas Nikolajsen shares

Bitcoin pioneer Niklas Nikolajsen, who came to Switzerland as a Dane in 2011 and now lives in Zug, sees a rosy future for the cryptocurrenc

LTX, A Broadridge Company, Announces Strategic Partnership with TransFICC to Improve Connectivity and Onboarding Speeds

Sell-side clients benefit from simplified integration and connectivity to LTX, reduced operational risk and implementation costs and improved time-to-market

Tizo Software Development Group Offering Digital Transformation

Tizo built out products for all of the varying requirements

Not All Private Bankers Immune From AI Disruption

One of the roles with the lowest potential for automation is personal financial advisors.

Front Street Capital Management Selects SEI for Custody and Advisor Technology

Integrated Custody and Technology Solution Powers Connected Experience and Business Growth

AI trust gap splits UK wealth managers and their clients – Avaloq

Avaloq’s research reveals the greatest potential for AI to support UK wealth managers with client onboarding, with 86% of those surveyed saying it would offer a major improvement.

Wealth Management Software Market Report 2025-2030 - The Portfolio, Accounting, & Trading Management Segment Dominated the Market in 2024

The widening scope of wealth management software to cover everything from accounting and investment management to estate planning and retirement planning bodes well for the growth of the market.

AI key for UK wealth management, but client trust is a barrier: Study

These professionals are optimistic about the technology, with the same proportion believing AI will bring benefits to the industry.

DBS Bank rolls out world’s first UnionPay Multi-Currency Diamond Debit Card

Additionally, it offers a suite of exclusive privileges and premium benefits within the GBA.

Amundi acquires aixigo

Amundi acquires aixigo to accelerate the deployment of technological solutions to distributors of savings products

Broadridge Significantly Enhances Structured Product Trading Capabilities

New enhancements address industry needs to quote at unprecedented scale, while optimizing trading technology to unlock significant efficiency gains for traders

Lars Tvede on the future of AI: how disruptive innovations are set to transform the world

In recent years, there have been significant strides in the field of artificial intelligence (AI) and other disruptive technologies, with far-reaching implications for society, the economy, and the environment.

London fintech 1fs Wealth and Apex Group announce strategic partnership

The company’s growing global client base includes wealth owners and family offices, who particularly value the platform’s ability to support succession planning.

SBI Digital Markets, UBS Asset Management, and Chainlink Complete Pilot For Automated Fund Administration and Transfer Agency Using Smart Contracts

Building on the initial announcement by SBI Digital Markets, this first-of-its-kind initiative under the Monetary Authority of Singapore's (MAS) Project Guardian1 shows how fund managers can efficiently scale their funds across any chain and any dist

Leading Financial Services Firms Choose Broadridge for Corporate Actions and Income Processing

Seamless integration across global markets and lines-of-business, enhanced operational efficiency through AI-driven automation, and advanced risk management capabilities.

FinTech