Managers of Wealth

Dynamic Planner and Quilter ink long-term tech deal

Dynamic Planner already works closely with Quilter Investors, Quilter Cheviot and the customer proposition team.

Artorius partners with Fintechs Addepar and Mirador

Both Artorius and Addepar have a shared commitment to transforming the investment management industry, through technology, to achieve exceptional client outcomes.

Broadridge Extends Digital Wealth Platform Partnership with IGM Financial

IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience

Bison Bank’s crypto subsidiary partners with Sygnum to enter crypto market

This future-proofs Bison Digital Assets’ offering, enabling the capture of more Share-of-Wallet from existing customers along with additional market share via access to the global crypto market.

Ahlibank launches brand new Digital Wealth System for its Wealth Management Customer

The launch of this state-of-the-art system comes in line with the bank’s digitalization efforts

Offering crypto will bolster banks' books dramatically: Seba Bank

Despite the crypto winter and the contagion effect of the FTX collapse, the industry remains strong, says Christian Borel.

Endowus Inks Private Markets Tie-Up

The tie-up will allow Endowus’ private wealth clients to leverage iCapital's technology and solutions to gain institutional-quality access to private market initiatives across equity, debt and real assets.

Broadridge Recognized as a Leader in Two Aspire CCM-CXM Leaderboard Market Segments

Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach

The Future Of Crypto Wealth And Influence

Marcus was one of the first individuals to launch a music album with NFTs in partnership with Shelita Burke, an award-winning musician, crypto savant, and fellow founder of the Conscious Wealth and Influence Collective.

GoLogiq to acquire Nest Egg for $30m, adding a wealth-building platform for Gen Zs and millennials

Under the terms of the proposed merger, GoLogiq would acquire Nest Egg Investments as a wholly-owned subsidiary in an all-stock transaction.

Trakx Announces Three New indices Focused on High-Net-Worth Investors

New indices will be aimed at French Investment Advisors

A very Helvetian crypto alliance based in the Bahamas

As announced by the well-known Geneva-based specialist in the custody of digital assets, it will become a strategic partner for the institute's crypto offering in the Caribbean.

Broadridge applies Syndio tech to put the S in ESG

The company is employing Syndio’s technology to better enable the critical steps of measuring and deepening their commitment to pay equity.

Aurachain expands into Private Banking Sector and helps Sora Bank AG reduce loan processing time by up to 85%

The new solution provides a seamless digital experience for Sora Bank relationship managers, private banking executives, credit analysts, committee members, and even board members when required.

Penta co-founder raises €3m for Swiss payments fintech

The SME-focused fintech aims to digitalise Switzerland’s banking sector with automated compliance processes.

How Standard Chartered continues to make its mark in fintech with launch of myWealth service

Digital wealth management tool within its mobile app allows investors to build their investments in a convenient, personalised and holistic way

Broadridge Leverages Glue42 Capabilities to Deliver a Seamless Trading Interface

This move brings clients of Broadridge and Glue42 an integrated framework across products, creating a single workspace for banks and broker-dealers.

Volatility and cloud: two buzzwords for private banking in 2023

Prepare to hear a bit about this over the next twelve months.

Bondsmith becomes a principal member of Visa

Our vision is to bring embedded banking to the wealth management industry to enable holistic financial management and planning

GoLogiq and GammaRey merge to focus on millennial wealth management

The company says the search for a new permanent CEO is underway.

FinTech