Managers of Wealth

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent.

GenAI Delivering Now, Tokenization Is Next: Financial Services Enters Period of Accelerating Transformation, Landmark Broadridge Study Finds

AI adoption has accelerated dramatically over the past year.

Bitwise Acquires Staking Infrastructure Pioneer Chorus One, Expanding Bitwise Onchain Solutions' Multichain Capabilities

BOS primarily serves institutional investors, family offices, and financial platforms that value the combination of Bitwise’s fiduciary approach, track record of reliability, and native technical expertise.

Tech sector leads exodus of 6,000 business owners

The analysis of filings at Companies House show that 5,940 business owners left the UK between January 2024 and January 2026.

Bankdata selects Amundi Technology’s ALTO for its modular API based Wealth & Distribution Solution

Its platform portfolio covers mobile and online banking, card and payments solutions, and capital markets trading systems, and serves one third of Denmark’s population with its service.

AI-native wealth management reshapes advice

As AI becomes operating infrastructure rather than optional enhancement, the central constraint is no longer model sophistication.

Reputation in the age of AI

As if social media hadn’t already made reputation management harder, now AI presents yet more complex threats to UHNWs. Aisha Alli presents the Spear’s Reputation Survey 2026

How can wealth managers balance AI innovation with cybersecurity?

Nevertheless, AI remains the largest area of investment.

Reader callout: Do you use AI for retirement planning?

Could it ever replace human advice?

UBP to build digital asset team

The Geneva-headquartered private banking group could launch crypto investment solutions later this year.

AI‑Driven Filings, Opt‑In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds

The report finds that 2025 marked a turning point, with surging AI-related litigation

Pimfa WealthTech and Morningstar launch AI tech sprint

Participants will demonstrate how their tech solution leverages AI to create measurable business impact and improve problem solving.

Bank of Beirut UK Goes Live with Temenos Core and Payments to Accelerate Corporate Banking Growth

Temenos’ unified banking platform enables the Bank of Beirut to scale trade finance and deliver faster, more efficient banking services

Building a Composable Data & AI Ecosystem: Objectway and BEI on Driving Value Creation

The workshop was based on BEI’s applied research within the Competence Center for Future Financial Services.

Blackstone Leads Funding of Over $1 Billion to Neysa to Work Towards Building India’s Leading AI Infrastructure Platform

We believe Neysa has the best management team in this space

PostFinance launches first Swiss asset management mandate with selected cryptocurrencies

Another new mandate, focusing on sustainability, supports the global net-zero climate target of 2050.

HSBC Orion awarded DIGIT platform mandate

The UK is a home market for us and the sixth largest economy in the world.

Broadridge’s Distributed Ledger Repo Platform Achieves 508% Year Over Year Growth in January

January 2026 ADV of $365 billion, highlighting sustained institutional scale following breakout year

Cardinal Point Wealth Management Explains How the Canada Revenue Agency Taxes Cryptocurrency

It also explains how the CRA views cryptocurrency as a commodity rather than legal tender, a distinction that has important tax implications for investors.

Barclays US Consumer Bank reports meaningful gains from call centre GenAI

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation.

FinTech