Managers of Wealth

Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Platform Offers Turnkey Operational Support for Investment Managers Seeking Diversified, Innovative Strategies

M2 Repositions as Digital Asset Wealth Management Platform for High-Net-Worth, Family Offices, and Institutional Investors

This strategic evolution comes amid rising global demand for institutional-grade access to the digital asset economy.

Mentenova and SEI Partner for Global Equity Investments

Science-backed, Data-driven Process Powered by Technology to Deliver Better Outcomes for South African Investors

Bitcoin Suisse expands presence with new office in Lugano

As the digital asset ecosystem in Lugano continues to gain momentum, crypto pioneer Bitcoin Suisse is intensifying its presence and contribution in the region.

BTA Finance partners with Avaloq to modernise wealth management operations

Under the partnership, BTA Finance will implement the Avaloq platform, hosted in the cloud, to modernise its core wealth infrastructure, front-office systems and digital banking channels.

91% of Wealth Managers Have AI Ambitions–And Concerns. Eton Solutions’ AI Platform Addresses Both.

Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets

Finpension Tops 4 Billion Francs in Client Assets

This corresponds to a 41 percent increase in client assets within twelve months.

SMA: Towards an integrated, flexible and sustainable model

This will facilitate the integration of advanced consulting and professional management, optimizing the portfolio and enhancing profiling during the onboarding phase, based on clear and consistent objectives.

Profile Software adds AI boost to Axia wealth platform

The latest version of Axia introduces a suite of AI-driven innovations designed to elevate decision-making and strengthen client engagement.

Volkswagen to invest up to a billion euros in AI by end of decade

The German group is in the midst of deep changes in its two main markets of China and Germany as it steps back to work on new models, and major cost cuts are under way in Germany.

Scalable Capital is now a bank

Over €30 billion is held on the platform by more than one million customers.

Objectway accelerates growth course

The wealth management sector continues to grow steadily, and demand for modern technology solutions from established providers is increasing.

Fidelity Investments Launches WealthscapeSM Intelligence and Introduces New, Fully Digital Onboarding Enhancements

The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals.

Bitwise expands access to its products in Swiss markets, listing five flagship ETPs on Six Swiss Exchange

Positive sentiment in Europe: UK regulator expected to ease access to crypto ETPs for retail investors on 8 October 2025, positive trend in France too

Pave Finance, an AI-Powered, Institutional-Grade, Personalized Wealth Management Software Company Raises $14m in an Oversubscribed Seed Financing

The financing included investments from former executive officers and board members of leading financial services firms in the U.S.

Wealth and asset management leaders launch global study on AI and transformative technologies reshaping the investment industry

The research will explore how the latest advances in AI and other transformative technologies will reshape the investment sector.

SEI Launches Multi-Strategy Alternative ETF

Mutual Fund Reorganization Reinforces Commitment to Delivering Investment Diversification and Flexibility

Deutsche Bank closes USD 184M ECA financing for Thailand’s THAICOM10 satellite project

Under the agreement, Deutsche Bank and Standard Chartered will provide STI with a 14-year USD 184 million loan for the development of the THAIMCOM 10 Satellite project.

Citi Whitepaper: Global Post-Trade Industry Poised for Further Transformation Driven by Digital Assets, Accelerated Settlements and the Adoption of AI

Following years of groundwork, market participants are now focused on execution, and the delivery of initiatives to drive heightened efficiencies and innovation.

FinTech