Managers of Wealth

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

Deloitte survey finds more than 40 percent of family offices are advancing technology strategies amid digital transformation

Based on a survey of 354 single family offices and in-depth interviews with 40 senior executives, the global report examines how family offices use operational technology across front, middle and back-office functions, and the extent to which this drives

Carlyle, Citi partner to explore fintech specialty lending opportunities

Both firms have created a framework for sharing market insights and exploring co-investment and financing opportunities.

The Active ETF Boom, Assets Up 600%: Broadridge Report Unpacks the Growth and What Sets Apart Launches that Soar from Those that Stall

Top 10 active asset managers control 77% of active ETF assets, shedding light on a concentration challenge

LTX, a Broadridge Company, Expands Generative AI Capabilities with BondGPT Intelligence

New functionality proactively delivers actionable intelligence directly into trading and investing workflows at the moment users need these critical insights

Leonteq enters new partnership with Emirates Islamic for Shari'a-compliant structured products

This partnership is a significant milestone for the Islamic structured product business.

Bybit Private Wealth Management's Top Performing Fund Delivered 12.66% APR in May

The May newsletter also highlighted fund performance and strategic analysis.

Third-party cyber breaches surge 25% in Europe’s top banks

The findings spotlight systemic weaknesses in digital supply chains, with regulatory scrutiny rising after the implementation of the Digital Operational Resilience Act (DORA) in January 2025.

Singapore to Block Access to Trading Platforms Octa and XM

Singapore-based users with active accounts on these platforms will no longer be able to access their websites.

Enhancing education through technology

Reliance upon any of the information in this article is at the sole discretion of the reader.

Expert Explains How DeFi Fits the Wealth Management Philosophy

As a result, decentralised finance (DeFi) is now confidently integrating into traditional private wealth management models.

Citi’s AI Solution Wins Innovation Award for Elevating Client Service

Pega Innovation recognition highlights Citi’s leadership in transforming client service with a generative AI-powered solution

Ant International Pushes AI Strategy with AI Platform for Fintechs

Three-pronged AI strategy focuses on AI security, Vertical Fintech Expertise, and Full-stack AI platform support

Jacobi Bitcoin ETF expansion ‘a major step forward for Guernsey’

The move reinforces Guernsey’s position as a forward-thinking financial hub and showcases Guernsey’s commitment to fostering investment opportunities in digital assets.

Kristal Launches $30 Million Series B to Revolutionize Wealth Management Through Advanced AI Investing Platform

Digital wealth management innovator with $2B+ AUM deploys robo-advisors and AI investing technology to transform financial planning for mass affluent investors

SEI Business Audit Tool Reveals Financial Advisors’ Focus on Significant Business Transitions

Industry Prepares for Substantial Evolution, Advisors Focused on Business Planning, Growth, and Scalability

Microsoft strengthens Switzerland's digital future with strategic investments in cloud and AI infrastructure, startups, training and innovation

This latest investment underscores Microsoft's long-term commitment to Switzerland's digital future

FinTech