Managers of Wealth

SEI Expands SMA and UMA Solutions with Suite of Equity and Fixed Income Strategies

New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors

Key takeaways from the Private Funds CFO Network’s Europe Forum

From the cautious adoption of AI to the ongoing fundraising struggles, here are some of the key insights and takeaways that emerged from the event.

Brown Advisory Selects SEI to Launch First ETF

SEI’s Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and Stability

WealthTech: Transforming Wealth Management with Advanced Technology

This digital transformation is reshaping traditional practices, making wealth management more accessible, efficient, and customer-centric.

TISE named as FT reinvention champion for banking and finance

The champions were nominated by FT readers and journalists and finalised by a panel of judges.

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

Integrated solution from Advyzon Institutional redefines family wealth management

Introducing the US WealthTech Landscape Report 2024

A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.

Wealth-tech Zeplyn lands $3m seed investment

Zeplyn's AI Meeting Assistant for wealth management turns conversations into precise notes.

Bank of Valletta P.L.C. Selects Profile Software’s Investment Management Platform

This strategic investment aims to enhance BOV’s operational efficiency across multiple divisions, including Asset Management, Private Banking, and Prestige Client Networks.

Leveling Up: How Banks Must Pay The Innovation Game To Stay Ahead

The financial services sector is undergoing a significant transformation, largely driven by rapid advances in technology and changes in investor behaviour and needs.

Broadridge Named a Category Leader by Chartis in Collateral Management Systems

The report evaluates the leading products offered in corporate, small and medium enterprise lending, syndicated lending and private/non-bank credit.

Broadridge Launches New Collective Investment Trust Index Funds Powered by Northern Trust Investments, Inc.

In conjunction with Northern Trust, funds provide low expense ratios and no investment minimums for advisors and plans of all sizes

MonacoTech Joins CFM Indosuez's "StartUp Connections" Platform

Through this partnership, the "StartUp Connections" platform is enriched with a new pool of Monegasque startups specializing in fields such as BioTech, MedTech, GreenTech, and BlueTech, among others.

Transforming Wealth Management with Innovation: Insights from Avaloq’s Pascal Wengi

A significant trend, according to Pascal, is the cross-border expansion of wealth services.

Apex Group embarks on innovative digital shift with Capcade

Technological advancements are a must in the financial sector to tackle increasing operational complexity and streamline processes.

Leonteq launches Shari'a-compliant offering on LYNQS

Leonteq’s platform allows investors to benefit from a short time-to-market and access to a large array of asset classes

Arta in Singapore takes the robo to the ultra wealthy

Arta Finance is bringing high-touch services for the very wealthy to the world of digital private banking.

Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines

The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets.

Broadridge Completes Acquisition of Kyndryl SIS

The acquisition further emphasizes Broadridge’s commitment to providing leading solutions to the Canadian financial services market that enable simplification and innovation

3EDGE Asset Management Selects SEI to Launch ETFs

Advisor’s Inner Circle Fund Trust Powers Growth for Asset Managers

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