Managers of Wealth

Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines

The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets.

Broadridge Completes Acquisition of Kyndryl SIS

The acquisition further emphasizes Broadridge’s commitment to providing leading solutions to the Canadian financial services market that enable simplification and innovation

3EDGE Asset Management Selects SEI to Launch ETFs

Advisor’s Inner Circle Fund Trust Powers Growth for Asset Managers

Swiss fintech GenTwo opens UK office

The expansion into the UK market marks a significant milestone in GenTwo's global growth strategy

Binance First Crypto Exchange to Offer Solution for Wealth Managers

Binance introduces Binance Wealth, providing the infrastructure for wealth managers to deliver financial advisory services for their high-net-worth clients looking for crypto exposure

Citi and Google Cloud Announce Strategic Agreement to Modernize Citi's Technology Infrastructure and Drive Innovation

Citi will use Google Cloud's Vertex AI platform to deliver generative AI capabilities across the company

SEI Launches Generative AI Framework to Enhance Operational Excellence

SEIGPT Boosts Productivity and Efficiency for SEI and Clients

Tokenized Funds: The Third Revolution in Asset Management Decoded

There will also be innovative fund distribution opportunities through secondary tokenized brokerage and embedded investing.

Wealth Dynamix strengthens presence in Middle East with Picard Angst MEA Limited.

Wealth Dynamix partners with Picard Angst MEA to enhance client onboarding in the Middle East. Discover how CLMi’s digital Client Lifecycle Management platform boosts efficiency, compliance, and advisor productivity at DIFC-based Picard Angst MEA.

FAB and Gilded offer digitally enabled physical gold investments

For private banking customers, FAB and Gilded is introducing digitally enabled physical gold investments.

Wealth Management Firms Expected to More Than Double AI Budgets: Wipro Survey

The report also underscores the pivotal role of advisors in effectively integrating AI into financial advice

CogniCor expands Wealth Co-Pilot platform

Insight Engine allows users to leverage all of the platform’s data to provide tailored financial solutions on a large scale.

Uptiq launches new enterprise AI platform for wealth managers, banks

Uptiq’s platform offers a suite of pre-packaged agents to support financial advisors, loan officers, and back-office staff.

DWS Xtrackers launches cryptocurrency ETPs on SIX

The new products focus on bitcoin and ethereum, using the Swiss franc as their trading currency.

Incore : With combined strength into the future

The extensive offering is based on the expertise and experience of over 160 employees in the areas of technology and banking.

The Family Office Cybersecurity Report, 2024

This edition highlights the increasing sophistication of cyber threats

Prediction: Billionaires Will Buy This Cryptocurrency That Could Soar 23,900%, According to Wealth Manager Jake Claver

After a long spell of very low trading volume, followed by volatile action amid recent courtroom wins, XRP's average market volume has settled at a historically high level.

SEI Reports Third-Quarter 2024 Financial Results

Net Sales Events, AUM, and AUA Drive Record Quarter

Sygnum Establishes Lugano Office and Launches Bitcoin Initiative to Advance Regulated Bitcoin Products and Research

Sygnum’s new Lugano office will serve as a convenient local access point for Sygnum’s expanding roster of Ticino based clients, prospects and partners.

Temenos Announces Q3-24 Results and Slightly Revised FY-24 Guidance; EBIT and EPS Guidance Remain Unchanged

Our cash generation remained healthy

FinTech