Managers of Wealth

First American Bank joins InvestCloud to digitise Wealth Management

Currently operating on a technology stack with multiple systems, FAB recognised the need to provide its clients and advisors with a unified and modern platform.

Innovative and consultative, this is the approach of the new wealth-tech

A complex context in which it is crucial to identify partners capable not only of offering cutting-edge technological solutions with the evolution of the market, but also a targeted consultancy approach.

Objectway expands into the MENA region by signing with Kuwait Financial Centre "Markaz"

Strategic collaboration leverages Objectway’s cutting-edge modular solution to enhance the client experience for Markaz customers.

Bitcoin: handle with care

Since its inception, Bitcoin and other cryptocurrencies have sparked debates among enthusiasts and critics about their nature and value.

Endowus's Samuel Rhee of Reflects on 2024 Trends and the Future of Digital Wealth Management in Asia

Endowus experienced record-breaking growth in 2024, driven by increased demand for digital wealth platforms, passive investing, and alternative assets such as private credit and equity.

First American Bank Partners with InvestCloud to Enhance Wealth Management Digital Experience

Collaboration aims to enhance client engagement and streamline advisory services through innovative technology solutions

Lumen Illuminates the Way: Unique Presents an AI-Powered Platform Driving Efficiency for LGT

Lumen leverages advanced AI technologies to enhance internal knowledge sharing, streamline research processes, and seamlessly integrate internal and external resources.

Campaigners want Swiss central bank to hold bitcoin in reserves

The initiative calls for a change to the constitution stating that the SNB should build up currency reserves from its earnings, part of which should be held in gold and bitcoin.

BlueRock Horizon AM unveils plan to maximise growth

Asset management firm BlueRock Horizon is shaking up the investment world with an AI-powered strategy, designed to deliver superior returns while minimising risk.

4 AI Trends to Watch in Wealth Management in 2025

But often, these AI initiatives are in their infancy, either undergoing early-stage testing for broader deployment or limited in scope—such as AI chatbots designed to handle and route customer questions.

Moneyhub teams up with Marygold & Co UK to innovate wealth management

These include customisable reminders, automated savings nudges, special savings pools, and hidden “piggy bank” options.

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience

AI ignited a private market boom. Now wealthy investors want more

The rise of AI has sparked a constellation of startups promising to provide the data, infrastructure, chips, energy, and models to support the technology.

ERI awarded “Outstanding Wealth Management Technology Provider – Back Office” at the Private Banking and Wealth Management DACH Awards 2024.

The 9th Annual Private Banking and Wealth Management Conference & Awards 2024 culminated in an enchanting evening of celebration, held in the heart of Europe’s financial sector.

FinTech