Managers of Wealth

Mass Affluent Wealth Clients Need Both Digital Tools and Better Human Advice

Demand for advice is rising, especially among clients who have historically managed on their own.

AI for Good: why ethics and accountability must keep pace with innovation

That was the central theme of an evening hosted by Lombard Odier in partnership with TIGER 21 Switzerland, ahead of the United Nations' AI for Good Global Summit in Geneva.

OWIN26: As-a-Service and AI to Transform Complexity into Efficiency

In this context, technology investments have grown significantly in recent years, broadly in line with the increase in assets under management.

Broadridge’s Distributed Ledger Repo Processes $7.5 Trillion in June

June 2026 ADV reaches $357 billion; DLR market data now available to Bloomberg Terminal subscribers

Ondo Finance Launches First-Ever Custodial Tokenized Securities in the U.S., Broadridge Partners to Integrate World Class Governance

Under this model, which closely follows the SEC’s third-party custodial model, the underlying shares never leave the traditional U.S. regulated custody chain.

Jeff Bezos' family office backed five AI startups in June

Bezos Expeditions participated in five megarounds, including a $12 billion Series B for Prometheus, the physical AI startup that counts Bezos as a cofounder and co-CEO.

Private Banking Clients Trust AI and Protect Their Wealth Against a More Unstable World

A Deutsche Bank Private Bank study reveals how private banking and wealthy clients adjust investment strategies in the face of geopolitical instability and global structural changes.

WealthAi and Flanks team up to solve wealth management's costly data problem

The result is fragmented information and labour-intensive manual processes to upload, reconcile and validate data across multiple formats and sources - from PDFs and bank statements to spreadsheets.

WealthArc adds crypto assets to its data platform

The result is consolidated, actionable data that wealth managers can act on with confidence, regardless of whether holdings are traditional or digital.

Can technology regain its poise?

Technology shares came under renewed pressure last week as investors questioned the durability of AI-related capital spending after a strong rally.

SEI Canada Makes Changes in Risk Ratings

No changes were made to the investment objectives or strategies of the fund.

SEI Expands SEC-Registered Transfer Agency

Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services

CoinShares Survey: 52% Of UK Advisers Face Major Crypto Visibility Gap

The UK figure was particularly striking, with 52% of advisers reporting a management gap of more than 50%.

The ‘mass affluent’ are losing their allure for wealth managers navigating AI

The assessment implies that individuals with liquid assets between US$100,000 and US$1 million – broadly defined as the mass affluent within the industry – could soon be handed over to AI.

Q2 2026 Digital Wealth Management Forrester Report

This continued recognition reinforces Profile’s commitment to delivering forward-looking solutions that enable wealth management firms to succeed in an increasingly competitive and evolving market.

Wealth management technology that adapts for advisors today

The industry has spent years preparing for the great wealth transfer. But that story captures only part of what's happening.

UBS Tests Ethereum for Regulated Banking Applications

This approach maintains compatibility with the broader Ethereum ecosystem while addressing the regulatory expectations of large financial institutions.

Bitcoin Suisse Secures MiCAR License and Accelerates European Expansion

The Zug-based crypto financial services provider has appointed industry veteran Roman Przibylla to lead its European business.

Why private wealth should turn its attention towards bitcoin

As institutional adoption accelerates, bitcoin is emerging as the only digital asset private wealth managers can seriously underwrite, but they must rethink how they serve clients

Santander turns its AI-first strategy into measurable impact and extends AI access to all 185,000 employees

This is why Santander has set a target of generating more than €1 billion in business value from AI between 2026 and 2028, through a combination of additional revenue and cost reductions.

FinTech