Managers of Wealth

Wave Financial Acquires Geneva Based Criptonite Asset Management

The acquisition follows the strategic partnership between the two companies back in 2021

Fintech launch aims to boost access to private markets investment

PM Alpha is aiming to popularise private markets investment to a wider investment base by enabling better access for wealth managers to the best private markets managers.

Brazil’s Largest Private Bank, Itaú, Selected by Central Bank to Develop a DeFi Liquidity Pool

The Banco Central do Brasil chose seven other projects as part of the Financial and Technological Innovation and Technology Laboratory.

Opportunities in Digital Assets Await Both Asset Managers and Servicers

After mainstream adoption, many global regulators approved inclusion of digital assets in institutional portfolios, and retirement (IRA/401k) accounts.

St James’s Place to launch mobile app

Wealth management and financial planning, we would all recognise, has perhaps not been at the leading front edge of tech.

Kristal.AI crosses the USD1B mark in assets under management

In the first seven months of this year, KristaI has grown its user base by over 50%, in comparison to the existing 2021 user base.

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

At the same time, consumers face a lot of potential uncertainty and need great financial advice and smart strategies more than ever.

Raymond James to launch blockchain PE fund for wealthiest clients

The private equity fund will be offered through Raymond James’s Private Institutional Client (PIC) desk, a unit within the wealth manager that caters to its wealthiest clients with more than $50m in assets, according to three sources with knowledge

Wealth tech firm Infront acquires Assetmax

The transaction is expected to be completed by the end of September at the latest, subject to customary conditions.

Wealthy investors ‘are backing the metaverse’

The term metaverse refers to digital ‘universes’ in which people can own virtual ‘land’ for private or commercial purposes.

UK regtech, AutoRek hiring a further 30 positions to meet rising need for automation

With a team growth of 40 people this year, the drive continues for 30 more positions across the U.K.

Crypto Firm Coinhako Expands to Target Insti and Wealthy Clients

More forward-looking institutions will be looking at this market downturn

Lloyds bags AJ Bell as open banking client

Called ‘FundBy Bank’, the payment option will be added to AJ Bell’s direct-to-consumer offering Youinvest.

Cybersecurity hiring levels in the private banking industry rose in July 2022

We've analysed hiring patterns using data from GlobalData

Irish wealth manager Davy Capital Markets deploys Torstone's post - trade platform

Torstone offers an SaaS platform designed for post-trade securities and derivatives processing and risk management.

Fairlight Asset Management Optimizes Front-to-Back Operations with SS&C

Australia’s equity manager is the latest firm to join 50+ asset managers leveraging Eze Eclipse in APAC

SEI Introduces SEI Data Cloud

Solution to Provide Clients with Real-time Data and Analytics, Powered by Snowflake

Lugano stakes claim to become cryptocurrency capital of Europe

Switzerland has long been synonymous with financial innovation, and Lugano now joins the race to become a hub for blockchain technology development.

Asset manager launches metaverse fund

Invesco is not the first fund manager to treat the metaverse as an investment opportunity.

'We like the optionality': Julius Baer CIO won't write off crypto

According to Yves Bonzon, viable commercial applications of blockchain technology are slowly but surely emerging.

FinTech