Managers of Wealth

Artificial Intelligence and Company Secretaries: What next for governance professionals?

The fast development and application of AI needs extensive AI governance and risk management processes.

Transaction Network Services to Provide Order Routing and Market Data for Broadridge’s Global Futures and Options Platform

Clients benefit from simplified market data management, reduced operational risk and implementation costs, and improved time to market for FCMs

Wealth management startup Sidekick raises £8.5 million in debt and equity round

The combined £8.5 million will see the startup continue scaling its team and expanding its product lineup while securing a European license.

Technology, the best ally for the growth of AIFs

There are four that have the greatest influence: business diversification, opening up investments to individual customers, increasing the weight of regulations and strengthening operations .

Fintech Descartes Sets its Sights on Pillar 3b

The fintech company Descartes is expanding its offerings for retirement savings to include Pillar 3b.

Schroders Bolsters Regulatory Reporting Tech with Implementation of Broadridge’s Consumer Duty Solution for Distributor Feedback

Extends strategic relationship in response to U.K. FCA’s regulatory requirements

WealthKernel partners with Fint Invest to empower young investors to make smart investing choices

The combination of Fint’s onboarding and WealthKernel’s infrastructure means Fint can offer its unique, discretionary-managed portfolios to a new audience while lowering the traditional barriers to entry.

Personal Finance in the Digital Age: Harnessing Technology for Budgeting, Investing, and Wealth Management

This new era of personal finance promises to put control firmly in the hands of the individual, empowering them to take charge of their financial lives like never before.

Eurobank Cyprus goes live on Temenos for digital and core banking

Modernization and digital transformation strengthen the bank’s customer services, competitive position and forms an IT blueprint for Eurobank group

In Focus: Cybersecurity Defense Gaps

These findings reveal an alarming gap between awareness of cybersecurity risks and the actions put in place to prevent and repel attacks.

Zurich Blockchain Innovator Attracts Eyeballs with DeFi Solution

It possesses the largest team of cryptographers in the blockchain industry.

Deutsche Bank collaborates with industry partners to launch paper on blockchain interoperability

Deutsche Bank contributed firsthand insights to the paper, describing its experimentation with blockchain and tokenization from an asset servicing perspective.

Boomers hold the key to wealth, even in cryptocurrency

Baby boomers hold $68 trillion in assets in the United States alone.

WealthOS closes £4m seed round with Barclays & Main Set

This funding news follows the announcement that WealthOS had released cloud-native and API retail pensions (SIPP) technology

Avaloq and BLKB take stakes in St. Gallen investment app

Avaloq will also integrate the Kaspar& investment app into Avaloq’s Core platform.

Former Barclays CPO Megan Caywood Cooper launches AI wealthtech

Cooper described the startup as wealthtech platform and product that uses AI to provide financial guidance that personalised in real time.

St James’s Place uses AI to spot and help ‘vulnerable’ customers

Move by UK’s biggest wealth manager reflects increasing scrutiny of sector by financial watchdog

Bank WIR is pushing private customer business with a price-breaking offer

Bank WIR has been known for decades in the private customer business for its consistently first-class conditions on its savings and pension plans – now the Swiss cooperative bank is declaring war on hidden fees in everyday banking with a free offer.

Parmenion adds PortfolioMetrix, Elston Portfolio Management and Quilter to adviser platform

PortfolioMetrix builds portfolios that ‘fly in formation’, achieved by the firm applying consistent risk measures with an asset allocation first approach.

Objectway. AI changes the relationship with banks and consultants

The integration of artificial intelligence and process automation into wealth management can undoubtedly streamline advisors' workflows

FinTech