Managers of Wealth

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.

Innovative and consultative, this is the approach of the new wealth-tech

A complex context in which it is crucial to identify partners capable not only of offering cutting-edge technological solutions with the evolution of the market, but also a targeted consultancy approach.

Objectway expands into the MENA region by signing with Kuwait Financial Centre "Markaz"

Strategic collaboration leverages Objectway’s cutting-edge modular solution to enhance the client experience for Markaz customers.

Bitcoin: handle with care

Since its inception, Bitcoin and other cryptocurrencies have sparked debates among enthusiasts and critics about their nature and value.

Endowus's Samuel Rhee of Reflects on 2024 Trends and the Future of Digital Wealth Management in Asia

Endowus experienced record-breaking growth in 2024, driven by increased demand for digital wealth platforms, passive investing, and alternative assets such as private credit and equity.

First American Bank Partners with InvestCloud to Enhance Wealth Management Digital Experience

Collaboration aims to enhance client engagement and streamline advisory services through innovative technology solutions

Lumen Illuminates the Way: Unique Presents an AI-Powered Platform Driving Efficiency for LGT

Lumen leverages advanced AI technologies to enhance internal knowledge sharing, streamline research processes, and seamlessly integrate internal and external resources.

FinTech