Managers of Wealth

PAAS BEFORE SAAS? The right CLOUD STRATEGY for banks

Cloud transformation is no longer just a trend in wealth management – it's a necessity.

Objectway celebrates twelfth consecutive Goodacre Award, driven by deep client trust and long-standing partnerships

Seventh straight “Best Wealth Management System” title reflects enduring client confidence and recognition of Objectway’s commitment to long-term vision and innovation.

Schroders launches Global Digital Assets Centre of Excellence in Singapore

It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.

Wealth managers yet to benefit from ‘mind-blowing’ AI solutions

While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new set of systems accompanying tech transformation

Broadridge to Acquire Acolin, Accelerating Modernization and Transparency in Cross-Border Fund Distribution

Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors

Aquiline Completes Acquisition of SEI’s Family Office Services Business

Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.

How ERI is staying agile for the next generation of wealth management

ERI is the provider of OLYMPIC Banking System - an integrated, realtime core banking and wealth management software package

Max-Hervé George Highlights SWI’s Strategic Growth Vision for Europe’s AI and Tech Infrastructure Frontier

The region’s clear regulatory direction, sustainability benchmarks, and emphasis on data sovereignty have collectively created an environment where long-term capital can operate with both clarity and conviction.

Optio acquires share plan platform from Investec Wealth & Investment International

Optio Incentives scales global offering, reaching 1M participants across 15 stock exchanges. Global expansion supported by the acquisition of Investec Wealth & Investment International's share plan software platform.

Verso’s strategic platform partnership with Nucleus helping to power its growth plans

Nucleus and Verso have been working collaboratively over the last twelve months to develop and launch the new platform with the transfer of existing client assets well underway.

LGT and iCapital Join Forces for Alternatives Investing

The partnership marks a bold step toward automation, transparency, and personalized client service in private markets investing.

Hong Kong wealth management firm makes first crypto investment

This marks a shift from VMS’s traditional focus on private equity due to growing illiquidity in such investments.

AI Washing: The New Concern for Institutional Investors and Wealth Managers

Over the next three years, 26% of the professional investors surveyed believe that AI washing will worsen slightly, while 3% think it will worsen considerably

Revolut boss promises billion-dollar reward

Revolut's CEO, Nik Storonsky , has a salary package that would entitle him to billions in compensation if he achieves certain goals.

Neobanks and Neobrokers: Why they are successful where many online banks of the 1990s failed

They are growing faster, appealing to investors worldwide, and gaining the trust of new target groups who had previously had little involvement with financial topics.

BBVA Tells Wealthy Clients to Invest Up to 7% in Bitcoin

Spain’s second-largest bank is now actively advising private banking clients to allocate up to 7% of their portfolios into Bitcoin.

AI in banking: Who will win the race?

Around 130 guests accepted the invitation from Liechtenstein Finance and finews.ch to an expert discussion on artificial intelligence (AI) in banking on Tuesday evening.

SS&C to Power Wesleyan’s New Digital-First Wealth Platform

One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C

FCA and NVIDIA back AI sandbox in UK wealth tech push

For wealth managers, this is a moment of both opportunity and reckoning.

Private Banking Without the Banker: The Fintech Taking Wealth Tools Into Its Own Hands

People earning six figures today still get offered the same tools as someone just starting out

FinTech