Managers of Wealth

Matsui Securities Adopts Broadridge’s Post Trade Solution to Drive Stock Lending Efficiency

The modular cloud-based solution will open new markets and reduce maintenance burden and complexity

NorthWall Capital to Scale its Credit Business with Broadridge’s Sentry Portfolio Management Solution

Broadridge’s Sentry solution brings greater accuracy and transparency to the private credit process and provides front-to-back-office functionality to increase overall efficiency.

Could blockchain reshape AML in wealth & asset management?

At its core, a blockchain is a secure, distributed database.

Vencora acquires CREALOGIX

CREALOGIX was founded in 1996

Empowering Swiss investors: The rise of client-centric WealthTech solutions

The digital consumerism era compels them to evolve, integrating technology with traditional touchpoints to meet the modern investor’s n

CGS International Securities Expands Securities Finance Capabilities with Broadridge SFCM Solution

Simplifying and optimizing operations while delivering transformation and innovation

Leonteq and Glarner Kantonalbank launch digital 3a pension savings solution

The firms said that Bench will offer higher potential returns than a standard 3a savings account.

Syz: Bitcoin adoption will unlock new alpha streams for fund selectors

Richard Byworth, managing partner at Syz Capital, says fund selectors must tread carefully, balancing the lure of high crypto returns against the intricacies of the new risk environment.

Generative AI: just getting started

The first wave of positive impact from gen AI drove demand for high-end chips used to train large language models (LLMs).

Stashaway’s Hong Kong Platform Gets Into Private Markets

In 2021, finews.asia reported that Stashaway had rolled out its platform in Hong Kong after receiving a license to do so from the Securities and Futures Exchange.

How additiv helped ATRAM transform wealth management in the Philippines

This case study produced by leading FinTech research firm IBS Intelligence explores the strategic partnership between additiv and ATRAM

Broadridge Whitepaper Highlights the Drive for Efficiency Amongst Nordic Capital Markets Firms

This report delivers critical insight into how Nordic firms are planning to stay competitive in the face of market structure standardization and modernization.

It Can’t Just be about Tech

Meanwhile global equity investors search for further support for the rally from the rest of the world.

New neuro-symbolic AI chat to disrupt $650bln GCC wealth management market

Highly intuitive, customizable and easy-to-use solution to be rolled out to family offices and wealth managers across the GCC

Ex-HSBC wealth manager launches conversational AI agent

Finley AI combines trained financial generative AI with enterprise-grade data privacy and security.

IT’s about valuations

The US tech sector is supported not only by demand for generative AI semiconductors,

SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence

Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth

WealthOS wins contract with Quai Digital

This partnership marks a significant delivery milestone in WealthOS’s history since its £2 million pound seeding investment led by Barclays in Q4, 2023.

HL rows back on digital advice plans as shares fall 8% on flows and profit drop

The business has taken a £14.4m hit after pausing the development of tools to expand digital advice service.

Goldman Lampe Private Bank Unveils AIDA: A Trailblazing AI System Set to Revolutionise Banking

Beyond its remarkable capabilities in fraud detection, AIDA is engineered to revolutionise the way investment strategies are devised.