Managers of Wealth

Arta launches wealth management AI agents

This marks a significant milestone towards a future where clients will be able to use AI agents to navigate all aspects of their wealth journey.

Investments in AI and Digital Asset Surge While Data and Legacy Tech Challenges Persist, Broadridge Digital Transformation Study Finds

Over half (58%) of financial services technology and operations executives globally identified data harmonization as the ideal driver for maximizing their return on investment

Calastone tokenizes asset management fund flows

This innovative service delivers a simple, frictionless route into tokenisation, without requiring asset managers to change how their funds are structured, administered, or serviced.

IRALOGIX Named to 2025 WealthTech100; Recognized as Wealth Management Technology Innovator for Third Successive Year

IRALOGIX’s technology enables banks, recordkeepers, and advisory firms to offer a wider range of IRA products

Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI

Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button

Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth

With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future

Endowus expands credit offerings with global alternative investment manager Man Group

The firm has been adding more tailored options as the firm aims to introduce holistic investment solutions to help clients diversify portfolios.

J Safra Sarasin's portfolio manager Godziek is digging beyond AI

As AI hype ebbs, portfolio manager Tomasz Godziek is zeroing in on the deeptech enablers, from quantum computing to next-gen semiconductors.

Wealth apps fail meeting investor expectations

Experts warn bad UX and weak security erode client trust.

How fintech is changing asset management – Martin Gilbert at FundsTech Forum 2025

He now chairs AssetCo, a firm focused on asset and wealth management innovation and Revolut, the global neobank transforming digital banking and payments.

Best-Performing Fund Brands Globally According to the 2025 Broadridge Fund Brand 50 Report

BlackRock Regains Top Spot in the U.S. in Broadridge’s Fund Brand 50 2025 Report

Hargreaves Lansdown extends free electronic voting service to US and Canadian stocks, giving 1.9m retail investors a greater voice

The electronic service, which has been available for UK and EU equities since January 2023

Robinhood moves into wealth management and private banking

Stock trading app Robinhood continues to build out its product suite, adding wealth management and private banking services, as well as an AI investment tool.

Mediobanca strengthens its investments in AI and cloud-based computing solutions by consolidating its partnership with Microsoft

Developing staff members’ digital competences, which is central to the partnership with Microsoft and applies across the whole Group

FinTech