Managers of Wealth

Broadridge Recognized as One of FORTUNE Magazine’s 2025 ‘World’s Most Admired Companies’

This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.

Global Securities Class Actions Surge in 2024 Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row

Mega settlements on the rise as antitrust settlements maintain record pace

Wealth-tech OneVest raises $20m in Series B financing

This approach allows for significant savings in implementation time and costs compared to traditional legacy systems and manual operations.

Revolut Makes Swiss a Switching Offer to Swiss Customers

This will also provide them with investment products and a Swiss IBAN number provided by Postfinance.

Trends in banking 2025: 58 billion USD for AI, cloud and data protection

At the same time, a digitally savvy generation of investors is pushing for seamless, transparent services.

“Can your private bank do this?”: Fintech firms target Singapore’s wealthy with feature-rich apps

The new generation of tech-savvy wealthy investors is expected to drive demand for digital solutions.

Holborn Assets Unveils New App to Optimise Wealth Management

One of the app's stand-out features is its ability to track residency and citizenship by investment applications.

Carey Olsen and IQ-EQ Support Deep Blue on the Launch of Jersey’s First Stablecoin

Carey Olsen advised on the legal and regulatory aspects of DBUSD’s issuance

Zurich Fintech Boosts BlackRock’s Cross-Border Wealth Solutions

The announcement was made jointly by both companies on Monday.

Stablecoins on the rise in wealth management: the Xapo Bank view

The stablecoin market has seen a seismic shift in recent years, reflecting a broader evolution in how individuals and businesses approach digital finance.

Crypto Finance secures MiCAR license for the European market as one of the first providers in the EU

The Federal Financial Supervisory Authority (BaFin) has awarded the license to Crypto Finance (Deutschland) GmbH, the company's German subsidiary.

Unlocking AI's potential in asset and wealth management: Three actions you can take now

Research, investor relations, knowledge management and software development are just some areas where AI is delivering value to larger managers.

What banks will spend almost 60 billion on in 2025

At the same time, the generational change taking place among investors will ultimately demand a new level of digitalization.

Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics

The advanced analytics feature is instrumental to international firms navigating evolving regulatory and market dynamics.

StashAway sees investment deposits double in 2024

Its HNW and emerging HNW were more likely to invest in a diversified portfolio.

Smarter shopping: 2025 trends to watch, from sustainability to AI

Artificial intelligence (AI) has emerged as a pivotal enabler, revolutionising the ways in which consumers shop, retailers operate, and investors identify opportunities.

Deutsche Bank to provide trust accounts for Bison users

The collaboration with Deutsche Bank introduces an innovative trust account solution.

Sygnum Completes USD 58m Strategic Growth Round, Achieves Unicorn Status with 1bn valuation

As the industry’s trend towards regulatory compliance gathers pace, additional investments will be made to further strengthen Sygnum’s organisational and operational resilience, compliance teams and state-of-the-art risk management.

bfinance launches HNWI private credit wealth management tool

The service is led by head of bfinance Access Bradley Budd.

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.

FinTech