Managers of Wealth

UBS Group Digital Transformation Strategy Analysis Report 2024

This report provides insight into UBS's fintech activities

How wealth firms can find the right AI for the job

FinTech Global spoke to several WealthTech leaders to offer some guidance on what to look for.

Navigating the new era of compliance: AI innovations in wealth management

The financial sector, especially wealth and asset management firms, is at a pivotal juncture.

London-based Avenir secures €487k pre-seed to disrupt wealth management with personalisation

With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK

Wealth apps: improving the digital experience for your wealth management clients

Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.

SC Ventures and NEXT176 to Launch a Wealth Platform That Makes Financial and Wealth Planning Accessible to All

This inclusive wealth management platform will aim to bring simple, affordable, AI-led and Shariah-compliant wealth management solutions to users in the Middle East, Africa and beyond.

Apex Group paves the way by harnessing the power of blockchain to open up access to global private market funds

This ground-breaking approach enables global private market funds to access a more diverse and significantly larger pool of qualified investors.

SEI Enhances SMA and UMA Solutions Offered Through Managed Accounts Program

New SEI-Managed and Third-Party Investment Options, Cost Reductions, and Improved Tax-Optimization Technology Elevates Experience for Advisors and Investors

6th annual WealthTech100 names the companies you can’t afford to miss

The rise of digital services has revolutionised individuals’ preferences in managing finances

Oman Housing Bank selects Temenos for core banking modernization in the cloud

The bank will modernize its retail banking capabilities with Temenos to develop new products faster and widen access to housing finance for Omanis

Blackrock's Larry Fink Bets on Ethereum

The new product allows investors in the crypto space to invest in the money market.

AI, the Increasing Demand for Technological Solutions and the Potential Risks for Private Clients and Family Offices

As the environment evolves, AI is supporting the industry to achieve greater efficiency

Can AI positively boost asset managers’ AUM?

The results are divided between those respondents who are already using AI at their businesses and those who expect to use AI in the next five years.

Broadridge’s New Investor Insights Solution Elevates Engagement Between Issuers and Investors

New expanded international issuer services including AI-powered analytics

LTX by Broadridge Integrates with TS Imagine to Improve Fixed Income Liquidity Access for Mutual Buy-Side Clients

LTX’s corporate bond trading capabilities are now accessible directly within TradeSmart Fixed Income.

Wealthtime in talks with FNZ for new platform tech contract

Sources say Wealthtime, which uses GBST, could sign with tech giant FNZ.

Wealth Dynamix welcomes Luna Investment Management as a new client

Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape

Baader Bank Chooses Broadridge’s Platform for Regulatory Trade and Transaction Reporting

Broadridge optimizes and delivers transformation and innovation across multiple jurisdictions

Clearwater Successfully Implements PRISM for Aegon Asset Management to Help Support Business Growth

Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity

Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground