Managers of Wealth

Trinity Financial Partners Hits Growth Milestone with SEI

Commitment to Goals-Based Wealth Management and Tax-Optimization Bolsters Growth

SG WealthTech platform StashAway launches HNWI wealth offering in the UAE

StashAway Reserve offers clients in the MENA region to access wealth advisory and private markets investment services.

Moneyfarm: Acquisitions and swelling client base help wealth manager’s assets surpass £4bn

The pan-European investment adviser said on Wednesday that its assets had surpassed £4bn in the six months to the end of June, growing 51 per cent compared to the same period in 2023.

LUKB is the first traditional Swiss bank to launch the deposit and withdrawal of cryptocurrencies with secure custody

From October 1, 2024, LUKB customers will be able to transfer their cryptocurrencies Bitcoin and Ethereum from other wallets

BlackRock joins Fintech Scotland

BlackRock has a long history in Edinburgh and our partnership with FinTech Scotland demonstrates our ongoing commitment to the local market

7IM launches latest wave of platform enhancements, including integration with ZeroKey

The web extension also enables advisers to easily access their clients’ data, placing it at their fingertips to move it to wherever they need to.

ClearList and Delio partner to provide investment infrastructure for private market secondaries

This partnership has led to the launch of ClearList’s ‘master platform’, powered by the Hub and Spoke connectivity model that Delio successfully launched in their Delio Vaults proposition earlier this year.

Swiss private Bank Syz tokenizes artwork with Taurus

The Ethereum-based security tokens aren’t being sold.

PIMFA WealthTech opens applications for cyber security Tech Sprint

Business continuity and protection for both the organisation and their clients is paramount

iCapital to Deliver Integrated Alternative Investment Platform to HSBC Global Private Banking

The solution will be fully integrated into HSBC’s platform to digitalize the private market investment experience for its relationship managers, investment counsellors and operations teams.

DBS Expands Crypto Offering

Depending on the product’s structure and cryptocurrency price movements, clients may earn yield on fiat or take delivery of the underlying cryptocurrency

How green data will power the energy transition

Data-driven technologies can also be used to turn EVs into a nationwide battery pack

Northern Trust launches blockchain-based carbon credit ecosystem

The first live transactions have now been initiated by Water Recovery Systems IP and CUT Carbon Distributed Technologies, which sold credits to institutional buyers for retirement.

How Core Modernization Can Revitalize U.S. Regional Banking

Broad scale technology modernization holds the key to empowering the regional banking sector

Capgemini is recognized as a Leader in Process Automation of Asset and Wealth Management by NelsonHall NEAT 2024

Capgemini has provided services to the W&A industry since 1998.

SEI Surpasses $1.5 Trillion in Alternative Assets Under Administration

Our decades-long growth and success reflect our unwavering commitment to delivering expertise, stability, and next-gen solutions to our clients worldwide.

Moomoo Singapore breaks new ground in digital wealth management

This innovative approach has not only won over tech-savvy millennials but has also impressed experienced investors seeking an edge in today's fast-paced markets.

Broadridge Ranked #3 in the 2024 IDC FinTech Rankings Top 100

The 21st annual vendor ranking represents leading hardware, software, and service providers to the financial services industry from around the world.

WealthArc Teams Up with Polixis to Automate KYC Screening and Enhance Compliance Efficiency

Under this partnership, Polixis will provide its extensive datasets and software, seamlessly integrated into WealthArc's platform

Hong Kongers seek digital channels, F2F meetings in wealth mgmt services

Despite their comfort in using digital platforms and even AI, the respondents said that traditional face-to-face meetings remain an important channel for managing wealth.