Managers of Wealth

SEI Launches SEI Strategies with Capital Group

Leading Global Investment Providers Expand Strategic Partnership to Launch All-ETF Model Portfolios

additiv and Trimegah Partner to Revolutionize Digital Wealth Management in Indonesia

This partnership follows additiv’s recent expansion into Indonesia, reinforcing its commitment to modernizing financial services and supporting the region’s Capital Market Roadmap 2023-2027.

Niiio finance group brand names swallowed by Etops

They now demonstrate their unity through a homogeneous market presence.

Moneyfarm completes acquisition of Willis Owen and sees assets exceed £5.5bn

This acquisition marks Moneyfarm’s third successful UK expansion in the past three years, following the seamless integrations of Profile Pensions and Wealthsimple’s UK book of business.

HK's digital hub goals woo global investors

Private banking managers see huge benefits from relaxed cryptocurrency rules in East Asia's fastest-growing crypto market. Zhang Tianyuan reports from Hong Kong.

Broadridge Investor Pulse Now an Interactive Tool Enabling Public Access to Analyze Investment Behavior of Nearly 50 Million U.S. Retail Investors

Broadridge is committed to helping democratize and digitize investing and the interactive Investor Pulse site

SIX achieves 4.6% revenue growth for 2024 and launches three-year program for growth and profitability

Building on its strong position as an innovator in the European capital markets, SIX is setting higher business goals.

UMushroom becomes cooperation partner of ZWEI Wealth

The partnership with ZWEI Wealth perfectly complements our aim of bringing transparency and innovation to the financial sector.

Wealthtech firms OneVest and Envestnet enter alliance

The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.

State Street selects Wealth Management FinTech ZILO for UK transfer agency launch

State Street was a Series A investor in ZILO and has provided continued support in the development of the technological platform.

Digital asset manager launches Bitcoin offensive

Depending on the risk profile, Bitcoin can be weighted at up to 5 percent.

Geneva boutique teams up with Canadian firm to build crypto funds

Criptonite Asset Management joins with 3iQ to launch digital asset fund products.

Sygnum Expands its Off-Exchange Custody Platform to Include Deribit, World’s Largest Crypto Derivatives Exchange

Sygnum’s bank-grade security and ability to hold client assets off-balance sheet mitigates counterparty risk and enables traders to fully focus on their investment decisions.

SIX and FISD: Strengthening the value chain for financial information

In a recent interview, he and Berta Ares Lombán, Head of Program & Innovation Office, Financial Information, present the activities of the industry association and explain the reasons for SIX's involvement in FISD.

BNP Paribas opens new IT refurbishment and remarketing centre in France

This investment aligns with BNP Paribas' commitment to advancing the circular economy by extending the lifecycle of IT equipment such as laptops, desktops, mobile phones and tablets.

SEI Launches Alternative Investment Product Marketplace, Expands Access to Private Markets

SEI Access to Offer Wealth Managers and Advisors a Digital, Public Market Experience for Private Markets

NVIDIA results reinforce AI growth opportunity

Without commenting on individual names, NVIDIA’s results reinforce our view that the broader AI market is big enough for every segment to grow

Betterment Acquires Ellevest's Automated Investing Business

New Customers and Assets to Expand Scale of Betterment's Award-winning Retail Platform

Broadridge Recognized for Industry Leading Asset Management Capabilities

Receives outsourced operations and managed services category awards in recent Chartis Research Buyside Platforms Rankings

Nordnet AB Selects Shareholder Disclosure Solution from Broadridge

This move will enable Nordnet to fulfill its shareholder disclosure requirements in accordance with SRDII, while ensuring top-tier data security for its operations in Sweden and other European markets.