Managers of Wealth

Wealthtech start-up Firenze secures £160m funding line from Monument Bank

The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.

The AI Revolution In Wealth Management

AI Enables Personalization And Transformation For Clients At Scale

GenAI Adoption: Wealth Managers Most Anxiety-Ridden Workers

In the wealth management industry, you can find the most anxiety-ridden workers in the operations areas as project and change managers, or in risk, compliance, and certain specific staff functions.

Switzerland to widen tax information exchange to crypto assets

Switzerland is aiming to implement the new reporting framework published by the OECD to incorporate crypto assets.

BNP Paribas’ Securities Services Business Adopts Broadridge’s Global Class Action Solution to Maximize its Clients’ Global Asset Recovery Opportunities

Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries

‘AI To Transform Wealth Management’

Since early 2024, Swedish payment service provider Klarna has been using AI from Microsoft’s partner OpenAI which performs the work of 700 employees.

Ziglu raises £5 million; plans to introduce Ziglu Coin

Since that low water mark, the cryptocurrency sector has more recently shown fresh impetus, fuelling an appetite for expansion into the mainstream of finance and wealth management.

Standard Chartered, Animoca Brands and HKT establish joint venture to issue HKD-backed stablecoin

Standard Chartered has a track record of working with stablecoin issuers globally

Digital transformation: Baader Bank relies on modern platform

The securities and banking services provider aims to improve scalability and business results and advance digital transformation.

Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth

Temenos is announcing the following changes to its Executive Committee

Revolut puts pressure on players in the Swiss financial market

Previously, the fees for stock and ETF holdings were between 0.12 percent and 0.22 percent – depending on the type of customer account and the value of the securities portfolio.

AI to transform wealth management, Microsoft executive says

The world's largest asset manager, UBS, also sees great potential for AI.

Harnessing the Power of AI Agents in Wealth Management Advisor Workflows: A Spotlight on the AWS Advisor Demo

The demo showcased how generative AI can redesign and transform advisor workflows which traditionally have been overly manual, inefficient, and time-consuming.

Broadridge and Upvest to Deliver End-to-End Proxy Voting and Shareholder Disclosure Solutions

Broadridge will continue providing Upvest with a comprehensive portfolio of solutions for the full range of client proxy voting needs

Reimagining asset management for 2025

In 2025, asset management is fully on a transformation trajectory with AI, blockchain, ESG shifts, and democratised private markets taking hold.

Pioneering the Future of Wealth Management

At the centre of this shift are digital assets, offering opportunities that weren’t even imaginable a decade ago.

RISR, Wealthcare Capital Management partner to boost client service

The partnership with RISR enables Wealthcare to provide its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations.

Prismatic Rebrands as Asseta and Announces AI Agents for Family Offices

The transition to Asseta represents more than a name change.

Standard Chartered Launches Industry-First AI-Powered FX Insights

The feature leverages advanced artificial intelligence technology in collaboration with LSEG (London Stock Exchange Group).

TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms

Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients.

FinTech