Managers of Wealth

UK wine investing platform raises £1.5m in seed round

This is a pattern which has seen high net worth investors and family offices look to diversify their portfolios and gain exposure to selections of fine wines.

Hypothekarbank Lenzburg strengthens its Banking-as-a-Service business with two new partnerships

The two Swiss startup companies Homie and Arvy complement the Hypothekarbank Lenzburg ecosystem in the banking-as-a-service business.

Standard Chartered partners with Temenos to transform FX flows

SCALE, Standard Chartered’s foreign exchange (FX) service, is now available on Temenos Exchange

AI boom in banks – how to keep sensitive customer data secure

To meet this challenge, many asset managers are increasingly collaborating with fintechs. New metrics are now coming into focus when selecting the right technology partner.

Avaloq opens new office in Dubai

The opening of Avaloq’s new office in Dubai marks a significant milestone in its international growth.

Concurrent introduces WealthSelect investment platform

WealthSelect eases wealth management with intuitive tech, institutional-grade investment strategies, and dedicated consulting.

Nickel Digital study with institutional investors and wealth managers predicts strong growth in tokenisation

The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years.

Utmost Wealth Solutions launches Spring 2025 edition of Navigator

The Technical Spotlight of the Spring 2025 edition looks at the complex area of gifting

How to leverage AI in wealth management: a guide for SMBs

This guide shows you how to leverage AI in wealth management practice.

Zoe Financial Incorporates Morningstar Indexes Into the Zoe Wealth Platform

RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time.

The upheaval in the financial sector

At the heart of these changes are the challenges of digitalization, the growing importance of cybersecurity, and the pressure to remain competitive.

AMINA to Distribute EDG UK’s Institutional-grade Crypto Structured Products

The products provide exposure to BTC, ETH and SOL, allowing eligible clients to access institutional-grade and customized risk-return profiles aligned with their investment objectives.

Bitcoin Suisse: New Deal with Wealth Manager

Bitcoin Suisse and SSI Wealth Management have established a reciprocal partnership.

Silver Scott Announces Crypto Wealth Management Division and Strategic XRP Reserve Initiative

The service will initially focus on wealth managers, private banks, and qualified individual investors across North America, Europe, and select Asian markets.

Lucerne Fintech Breaks Cover With Profits and Big Plans

Operating income climbed to 13.2 million francs, while assets under management rose by more than 1 billion francs to a total of 3.2 billion francs.

Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management

What’s holding wealth firms back from hybrid?

Cost concerns are stalling hybrid strategies in wealth firms.

Broadridge Collaborates with Fnality to Enable Real-Time Settlement for Intraday Repo Transactions

Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe

Northern Trust: 21% of private market investors allocate to crypto and digital assets

A noteworthy statistic that was unearthed is that cryptocurrencies and other digital assets are invested in by 21% of those that allocate to private markets.

Advisor-friendly tech developments not limited to AI

But while AI has rapidly become an invaluable tool for advisors, a wide range of tech development, such as low-code development and all-in-one advisor desktops have largely flown under the radar.

FinTech