Managers of Wealth

Two Former Vontobel Managers Combine Bitcoin, Gold and AI

It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.

10 Best Wealth Data & Analytics Solutions 2025

A common problem the industry faces is a reliance on legacy solutions.

Infosys announces nCino platform implementation for ABN AMRO

The integrated platform is said to enhance customer onboarding and loan origination processes.

Mission Wealth Management Chooses Fynancial to Power New Offering for the Next Generation of Investors

The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time

Sygnum Bank announces SUI support for clients on the back of serving as banking partner to Sui Foundation, broadening access to the blockchain built for mass adoption

SUI is fully integrated into Sygnum’s banking platform.

Apex Invest Digital Selects Coinbase Asset Management as Headline Sponsor for Inaugural Apex Invest Digital Program

Together, the events create a comprehensive three-day conference for institutional investors to explore both digital and traditional asset opportunities

SS&C Technologies Unifies Wealth Offerings Under SS&C Black Diamond Wealth Solutions

The comprehensive single-source suite combines SS&C’s industry-leading wealth & trust management technology and services

Robert Leshner redefines wealth in digital terms

Leshner's statement reflects the increasing digitization of financial systems and the importance of legal frameworks in managing and preserving wealth.

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

Blackrock Alumna Launches WealthTech Boutique in Zurich

Wealth3 Capital advises institutions, family offices, asset managers, and crypto-native organisations navigating the future of wealth, from tokenized assets to AI-powered investment strategies.

SS&C Technologies integrates wealth offerings into single platform

The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.

The growing demand for the AI-empowered enterprise

Insights from our Private Companies Showcase

d1g1t’s vision for scaling AI-driven wealth management advice

CEO and Co-Founder Dr. Dan Rosen explains how d1g1t is transforming wealth management using AI and data to deliver personalized solutions.

GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers

AI in banking IT: St. Gallen research institute launches fintech cooperation

The collaboration aims to link research and practice in the financial sector, with a focus on artificial intelligence in core banking.

Standard Chartered and Alibaba Group Sign Strategic Technology and Growth Partnership

Two industry powerhouses will work together to advance development and implementation of AI technologies

BIBD Securities Sdn Bhd (BIBDS) enhances wealth management service offering with Avaloq platform

The Avaloq platform now serves as the core wealth management system for BIBDS’ Islamic investment offerings and brokerage services.

Access Bank UK to deploy wealth management tech from Profile Software

A key component of Axia’s value proposition is the Digital Investments Hub

Apex Group launches new digital infrastructure

Apex Digital 3.0 will reshape asset servicing as we know it by enabling the transition from traditional to on-blockchain finance through a scalable, compliance-first, programmable infrastructure.

iA Financial to buy wealth management firm RF Capital

RF Capital, operating under the Richardson Wealth brand, manages more than C$40bn in assets.

FinTech