Managers of Wealth

Temenos named Best Core Banking System at Banking Tech Awards USA

Prestigious industry award recognizes Temenos’ US banking capabilities and innovation.

Wealthtech for the new generation of banks and brokers

This is the strategy of neo banks and neo brokers, also on the Italian market, which do not aim solely at democratizing access to investments, but at creating digital ecosystems that unite banking, trading and value-added services.

Fintech’s Next Chapter: Scaled Winners and Emerging Disruptors

This report looks at where fintechs have won so far and offers five forecasts for what lies ahead.

Crypto bank Amina doubles assets under management

Amina, which is partnered with private banks including LGT, Julius Baer and Kaiser Partner, has pushed its assets to CHF 3.5bn.

Broadridge and Novisto Address Rising Demand for Sustainability Data Management and Reporting Platforms

Pioneering software helps companies manage risks and opportunities through effective and efficient sustainability data capture, analysis and reporting

Raoul Pal & Robert Kiyosaki on Bitcoin Investment Wealth

Bitcoin has its ups and downs, just like life.

Italy's Azimut plots new digital wealth management bank with FSI

The new digital bank, to be called TNB, will be formed by Azimut's acquisition and rebranding of an unnamed existing bank.

TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services

SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA

Ex-Aberdeen executive on why wealth firms can’t ignore digital assets

Having left behind a long career at traditional asset manager Aberdeen, Duncan Moir tells Citywire that wealth managers will be left behind if they refuse to integrate digital assets into client portfolios.

GenTwo and Sygnum Bank Launch Joint Offering to Accelerate Time-to-Market for Institutional Crypto Strategies

This joint offering addresses these challenges by delivering an integrated infrastructure that covers structuring, custody, and issuance, all supported by the robust Swiss digital asset regulatory framework.

Canadian Investors Rethink Spending and Investment Decisions Amid Global Trade Wars: New Broadridge Survey Reveals

Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments.

Apex Group acquires majority stake in Tokeny to catalyse widespread industry tokenisation adoption

The transaction, which will see Apex Group have 100% control over the next three years, follows the initial investment and strategic partnership with Tokeny announced in December 2023.

Arta Finance partners with IAFA to give investors exclusive investment

IAFA will use Arta's AI tools.

UBS Shuts Down Robo-Adviser “Advice Advantage”

The exit follows industry trend as major firms retreat from unprofitable automated investing platforms

Citi Services launches PayTo initiator for institutional clients

The bank’s clients can initiate account-to-account payments from the service.

How Generative AI Is Revolutionizing The Wealth Management Industry

A recent survey indicates that a significant majority of wealth management firms are planning to increase their investments in AI-driven solutions in the coming years.

Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents

These patented methods and systems are behind BondGPT, Broadridge’s award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary.

ROYC Acts as the Structuring and Financial Technology Partner for Riverside for European Wealth Access Fund

The firm's international private equity and structured capital portfolios include more than 140 companies.

Addepar secures $230M in series G funding

Investment platform Addepar raises $230m in a Series G round led by Vitruvian Partners and WestCap.

Pictet Technologies opens a new financial tech hub in Lisbon

This new hub will contribute to Pictet's ongoing digital transformation, leveraging Portugal's vibrant talent pool and strategic location for advanced software services.

FinTech