08/28/2025
iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.
08/28/2025
The company has had to navigate the Trump administration's fast-changing policies aimed at ensuring the US remains ahead in AI development.
08/28/2025
Citi Wealth has deployed two artificial intelligence platforms designed to accelerate client communications and streamline adviser workflows across its global operations.
08/26/2025
That includes supporting core technology development, funding new projects, and driving community initiatives that expand adoption.
08/26/2025
Recognition based on employee feedback, with 84% affirming that Temenos is a great place to work.
08/26/2025
The fund aims to generate positive returns, while systematically limiting risk during periods market weakness.
08/21/2025
The bank's clients traded more than US$1 billion in crypto options and structured notes in the first half of 2025, reflecting strong demand.
08/21/2025
As artificial intelligence continues to evolve it will fundamentally alter the way the investment industry operates.
08/20/2025
Andrew Schlossberg, CEO at US giant fund house Invesco, frowns at any talk of revolutions in technology and private assets, believing investment firms must first focus on returns
08/20/2025
Growing expectations from both customers and regulators are driving the need to modernise and digitise the customer
08/19/2025
Capturing the rapid tides of crypto and global markets in July
08/18/2025
It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.
08/13/2025
A common problem the industry faces is a reliance on legacy solutions.
08/12/2025
The integrated platform is said to enhance customer onboarding and loan origination processes.
08/12/2025
The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time
08/11/2025
SUI is fully integrated into Sygnum’s banking platform.
08/08/2025
Together, the events create a comprehensive three-day conference for institutional investors to explore both digital and traditional asset opportunities
08/08/2025
The comprehensive single-source suite combines SS&C’s industry-leading wealth & trust management technology and services
08/08/2025
Leshner's statement reflects the increasing digitization of financial systems and the importance of legal frameworks in managing and preserving wealth.
08/07/2025
InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows