Managers of Wealth

Gateway Financial Partners Establishes Partnership with Wealth.com

Gateway advisors gain access to innovative, next-generation estate-planning tools and resources

AMINA Bank Unveils Zero-Fee Web3 Startup Package to Empower Innovators

This initiative underscores our commitment to empowering the next generation of innovators in the Web3 space and the wider startup ecosystem.

Fear of missing out drives GenAI race in wealth management

Wealth managers have been exploring new use cases, eager to pioneer the launch of new solutions, aware that this technology is set to transform their business models and affect their value proposition.

Cybercriminals use sensitive data to extort money from wealthy companies — tech firm

The cybersecurity provider also found other posts by hackers revealing their schemes to defame workers by stealing data that could be used as “leverage” if companies refuse to pay.

Valverde Enhances Investment Management Technology with Broadridge to Drive Growth in ASEAN Equity

Tech update advances Valverde’s tailored investment strategy capabilities amid ASEAN investment growth

Why wealth management needs a high-touch, high-tech approach

Wealth management advisory needs refreshed approaches to unlock the new value and perspectives necessary.

ABN AMRO and nCino Partnership Driving Digital Transformation across Corporate Lending

By implementing nCino, ABN AMRO is unlocking added business value through enhanced collateral management

Upvest and Deutsche Bank establish partnership

In order to improve its product offering, Upvest is teaming up with Deutsche Bank.

Towards the widespread adoption of explainable AI in Banking

Many view Explainable AI (XAI) as a critical component in making AI work in heavily-regulated industries like banking and finance.

FusionIQ and interVal partner to boost financial advisors' growth

US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.

CEO of FNZ-backed DFM questions MPS innovation

Aspen founder Andrew Spence aims to combat the industry’s ‘lack of imagination’ by offering a digital experience with a wide range of portfolios with the help of strategic partner FNZ.

Revolutionizing wealth management: Is hybrid advisory the future?

The hybrid advisory model marries the personal touch of human advisors with the efficiency of digital tools

AI in Private Wealth Management and the Future of HNW Advisory in Asia, India, and the Middle East

As AI continues to evolve, it offers significant benefits in terms of efficiency, accuracy, and personalised service, while also introducing challenges related to data privacy, system integration, and ethical considerations.

VP Bank launches new mobile banking app with enhanced features and new design

Thanks to the in-house solution, VP Bank can customise the functions in the portal quickly and individually to the needs of its clients.

Robo adviser Syfe raises US$27 million from funds, family offices for Hong Kong expansion

More wealthy family offices are expected to finance start-ups in their efforts to capture the growth potential in Hong Kong, analysts say

Amazon and Barclays launch new co-branded credit card that gives users rewards on everyday spending

Customers also benefit from 0% APR on all purchases for the first six months.

FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions

The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM.

The Evolution of WealthTech: Key Platforms Shaping the Future of Digital Wealth Management

Unfortunately, nine years ago, the level of technology penetration in the financial sector was too low to take the next step.

LGT launches internal ChatGPT

The new service is designed to improve efficiency and is available to all staff.

AI-powered financial advisors impact wealth management industry

Hybrid AI advisory combines AI tools, like generative AI, with human expertise.

FinTech