Managers of Wealth

Caceis expands digital asset services in Luxembourg

Caceis is a key sponsor of this year’s Luxembourg Blockchain Week, taking place from December 9 to 13.

SEI Acquires LifeYield

New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities

La Banque Postale enters exclusive negotiations with BNP Paribas to develop innovative mobility solutions

The two banking groups ambition to make this platform accessible to all retail customers of La Banque Postale by early 2026.

How impactful has open banking been to WealthTech?

The aim was to create greater competition in the market and help new payment services enter the market.

First Abu Dhabi Bank Chooses Broadridge to Build Global Agency Securities Finance Business

Expansion of securities finance within the UAE and broader Middle East

Moneyhub, Marygold partner on wealth app launch

The partnership highlights the shared vision of both companies to deliver innovative solutions in the financial technology sector.

Opportunities, limits and ethical issues: what scenarios for AI in 2025?

The pervasive nature of AI is both fascinating and unsettling.

S64 appointed to deliver cutting edge technology platform to enhance ODDO BHF’s private markets offering

Working in close partnership with ODDO BHF to understand their specific requirements, S64 have designed and implemented a front-to-back solution tailored to ODDO BHF’s core markets of France and Germany.

Everest Group Positions Broadridge in the Highest Leader Position in Market Impact and as a Star Performer in Wealth Management Products PEAK Matrix® Assessment 2024

Everest Group PEAK Matrix® highlights Broadridge’s relative market success and overall capability of technology based on performance, experiences, ability, and knowledge

Apex, Advyzon partner to streamline investment management for advisors

This collaboration integrates Advyzon Investment Management solutions to simplify investment management for financial advisors.

Broadridge Announces First-of-its-Kind AI-Powered Algorithm Insights Service

This is the first and only solution of its kind, using advanced AI to leverage public and private data to understand the liquidity landscape, particularly potential dark fill location.

Third Financial launches customisable mobile app

It has all the latest security and authentication features, and is fully customisable, so can be provided to the clients of Third Financial using the advisers’ and investment managers’ own brand.

Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth

Emerging artificial intelligence tools are simplifying portfolio construction and management and helping accelerate client growth.

The rise of AI agents

The unprecedented rise of three-trillion-dollar market cap companies such as Nvidia, Apple, and Microsoft highlights Big Tech’s dominance.

Objectway in the Top100 of sustainable ICT

Social impact and quality of innovation make the difference

Masttro Launches Next-Gen Platform for Wealth Management

New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients

MUFG to buy robo-advisor for $664m

Mitsubishi UFJ Financial Group (MUFG) says it will pay $664 million to take 100% ownership of robo-advisor WealthNavi.

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

SimCorp extends partnership with Deutsche Bank in Asia Pacific

This renewal will allow Deutsche Bank to keep providing fund administration and accounting services using SimCorp One.

Switzerland no longer leading – Bitcoin pioneer Niklas Nikolajsen shares

Bitcoin pioneer Niklas Nikolajsen, who came to Switzerland as a Dane in 2011 and now lives in Zug, sees a rosy future for the cryptocurrenc

FinTech