Managers of Wealth

Wealthtech firms OneVest and Envestnet enter alliance

The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.

State Street selects Wealth Management FinTech ZILO for UK transfer agency launch

State Street was a Series A investor in ZILO and has provided continued support in the development of the technological platform.

Digital asset manager launches Bitcoin offensive

Depending on the risk profile, Bitcoin can be weighted at up to 5 percent.

Geneva boutique teams up with Canadian firm to build crypto funds

Criptonite Asset Management joins with 3iQ to launch digital asset fund products.

Sygnum Expands its Off-Exchange Custody Platform to Include Deribit, World’s Largest Crypto Derivatives Exchange

Sygnum’s bank-grade security and ability to hold client assets off-balance sheet mitigates counterparty risk and enables traders to fully focus on their investment decisions.

SIX and FISD: Strengthening the value chain for financial information

In a recent interview, he and Berta Ares Lombán, Head of Program & Innovation Office, Financial Information, present the activities of the industry association and explain the reasons for SIX's involvement in FISD.

BNP Paribas opens new IT refurbishment and remarketing centre in France

This investment aligns with BNP Paribas' commitment to advancing the circular economy by extending the lifecycle of IT equipment such as laptops, desktops, mobile phones and tablets.

SEI Launches Alternative Investment Product Marketplace, Expands Access to Private Markets

SEI Access to Offer Wealth Managers and Advisors a Digital, Public Market Experience for Private Markets

NVIDIA results reinforce AI growth opportunity

Without commenting on individual names, NVIDIA’s results reinforce our view that the broader AI market is big enough for every segment to grow

Betterment Acquires Ellevest's Automated Investing Business

New Customers and Assets to Expand Scale of Betterment's Award-winning Retail Platform

Broadridge Recognized for Industry Leading Asset Management Capabilities

Receives outsourced operations and managed services category awards in recent Chartis Research Buyside Platforms Rankings

Nordnet AB Selects Shareholder Disclosure Solution from Broadridge

This move will enable Nordnet to fulfill its shareholder disclosure requirements in accordance with SRDII, while ensuring top-tier data security for its operations in Sweden and other European markets.

Wealthtech start-up Firenze secures £160m funding line from Monument Bank

The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.

The AI Revolution In Wealth Management

AI Enables Personalization And Transformation For Clients At Scale

GenAI Adoption: Wealth Managers Most Anxiety-Ridden Workers

In the wealth management industry, you can find the most anxiety-ridden workers in the operations areas as project and change managers, or in risk, compliance, and certain specific staff functions.

Switzerland to widen tax information exchange to crypto assets

Switzerland is aiming to implement the new reporting framework published by the OECD to incorporate crypto assets.

BNP Paribas’ Securities Services Business Adopts Broadridge’s Global Class Action Solution to Maximize its Clients’ Global Asset Recovery Opportunities

Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries

FinTech