Managers of Wealth

Stashaway’s Hong Kong Platform Gets Into Private Markets

In 2021, finews.asia reported that Stashaway had rolled out its platform in Hong Kong after receiving a license to do so from the Securities and Futures Exchange.

How additiv helped ATRAM transform wealth management in the Philippines

This case study produced by leading FinTech research firm IBS Intelligence explores the strategic partnership between additiv and ATRAM

Broadridge Whitepaper Highlights the Drive for Efficiency Amongst Nordic Capital Markets Firms

This report delivers critical insight into how Nordic firms are planning to stay competitive in the face of market structure standardization and modernization.

It Can’t Just be about Tech

Meanwhile global equity investors search for further support for the rally from the rest of the world.

New neuro-symbolic AI chat to disrupt $650bln GCC wealth management market

Highly intuitive, customizable and easy-to-use solution to be rolled out to family offices and wealth managers across the GCC

Ex-HSBC wealth manager launches conversational AI agent

Finley AI combines trained financial generative AI with enterprise-grade data privacy and security.

IT’s about valuations

The US tech sector is supported not only by demand for generative AI semiconductors,

SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence

Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth

WealthOS wins contract with Quai Digital

This partnership marks a significant delivery milestone in WealthOS’s history since its £2 million pound seeding investment led by Barclays in Q4, 2023.

HL rows back on digital advice plans as shares fall 8% on flows and profit drop

The business has taken a £14.4m hit after pausing the development of tools to expand digital advice service.

Goldman Lampe Private Bank Unveils AIDA: A Trailblazing AI System Set to Revolutionise Banking

Beyond its remarkable capabilities in fraud detection, AIDA is engineered to revolutionise the way investment strategies are devised.

PostFinance is launching a new crypto offering for Switzerland

The introduction is characterized by user-friendliness, transparency and attractive conditions for everyone.

DL Family Office Group Innovates with AI-Driven Metaverse for Enhanced Wealth Management

This plan was unveiled in a series of updates last year.

Asian family offices ramp up digital asset game

Liquid strategies take center stage among region's rich

Wealthtime launches notification centre to save advisers time

Trackers for transfers and secure messages are also planned to be added to the notification centre.

Luzerner Kantonalbank implements Finmechanics for front to back office overhaul

FM Converge is a high performant cross-asset front to back platform that enables banks to run their markets business on a private or public cloud.

Navigating the New Fiduciary Marketplace, Leveraging Emerging Tech and Positioning for Growth: Speaker Lineup Unveiled for Broadridge 360 Advisor Summit

Speaker, Best-selling Author and Chief Executive Officer of Change Enthusiasm Global, Cassandra Worthy, to deliver keynote remarks

FinTech