Managers of Wealth

SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)

Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment Process Through Single-Ticker ETF Solution

Operational Scale Through Trusted Automation And Disciplined Process Design

It is a distinction worth sitting with. What appears to be an operational issue is often a mismatch between how firms grow and how their operating models absorb that growth.

BIL Suisse Extends Core Banking Partnership With Avaloq to Automate Operations

The boutique private bank is using the Avaloq platform to automate funds processing and securely connect to third-party fintech services via open architecture

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.

Ukraine’s digital banking pioneer invests to the Max

From his origins painting fences in Kharkiv, to funding Ukrainian troops from his Monaco investment hub, Maksym Koretskiy always plays the long game

Artificial intelligence is now a capital markets story

That matters for investors. When a technology theme starts competing for infrastructure, it progresses from a software story to a capital cycle — one that creates value but demands disciplined financing and clear returns.

CIO Weekly: SpaceX-led IPO Boom Forces Governance Into Focus

The company's dual-class share structure, conferring disproportionate voting power on its founder, could be expected to serve as a template for the next wave of high-profile IPOs, with OpenAI and Anthropic expected to follow suit in the coming quarte

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.

FinTech