07/08/2025
Söderberg and Partners Wealth Management has been expanding its presence across the UK, investing in independent financial advisers (IFAs),helping them grow, drive efficiencies and benefit from innovative, new propositions and solutions for clients.
07/08/2025
Institutions like Lombard Odier have used MongoDB's AI-powered tools and cloud-native solutions to accelerate application modernisation, cut migration times drastically, and boost developer efficiency
07/07/2025
Cloud transformation is no longer just a trend in wealth management – it's a necessity.
07/07/2025
Seventh straight “Best Wealth Management System” title reflects enduring client confidence and recognition of Objectway’s commitment to long-term vision and innovation.
07/07/2025
Using the Synpulse8 Wealth Cockpit as a baseline, the KBank Private Banking and Synpulse team delivered a bespoke RM front-end tool to manage the end-to-end Private Banking customer investment journey.
07/07/2025
It will enable Yuh to continue its expansion strategy in a more efficient and targeted manner.
07/04/2025
It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.
07/04/2025
While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new set of systems accompanying tech transformation
07/03/2025
Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors
07/02/2025
Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.
07/01/2025
ERI is the provider of OLYMPIC Banking System - an integrated, realtime core banking and wealth management software package
06/27/2025
The region’s clear regulatory direction, sustainability benchmarks, and emphasis on data sovereignty have collectively created an environment where long-term capital can operate with both clarity and conviction.
06/27/2025
Optio Incentives scales global offering, reaching 1M participants across 15 stock exchanges. Global expansion supported by the acquisition of Investec Wealth & Investment International's share plan software platform.
06/27/2025
Nucleus and Verso have been working collaboratively over the last twelve months to develop and launch the new platform with the transfer of existing client assets well underway.
06/26/2025
The partnership marks a bold step toward automation, transparency, and personalized client service in private markets investing.
06/25/2025
This marks a shift from VMS’s traditional focus on private equity due to growing illiquidity in such investments.
06/23/2025
Over the next three years, 26% of the professional investors surveyed believe that AI washing will worsen slightly, while 3% think it will worsen considerably
06/23/2025
Revolut's CEO, Nik Storonsky , has a salary package that would entitle him to billions in compensation if he achieves certain goals.
06/20/2025
They are growing faster, appealing to investors worldwide, and gaining the trust of new target groups who had previously had little involvement with financial topics.
06/18/2025
Spain’s second-largest bank is now actively advising private banking clients to allocate up to 7% of their portfolios into Bitcoin.