Managers of Wealth

Digital transformation: Baader Bank relies on modern platform

The securities and banking services provider aims to improve scalability and business results and advance digital transformation.

Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth

Temenos is announcing the following changes to its Executive Committee

Revolut puts pressure on players in the Swiss financial market

Previously, the fees for stock and ETF holdings were between 0.12 percent and 0.22 percent – depending on the type of customer account and the value of the securities portfolio.

AI to transform wealth management, Microsoft executive says

The world's largest asset manager, UBS, also sees great potential for AI.

Harnessing the Power of AI Agents in Wealth Management Advisor Workflows: A Spotlight on the AWS Advisor Demo

The demo showcased how generative AI can redesign and transform advisor workflows which traditionally have been overly manual, inefficient, and time-consuming.

Broadridge and Upvest to Deliver End-to-End Proxy Voting and Shareholder Disclosure Solutions

Broadridge will continue providing Upvest with a comprehensive portfolio of solutions for the full range of client proxy voting needs

Reimagining asset management for 2025

In 2025, asset management is fully on a transformation trajectory with AI, blockchain, ESG shifts, and democratised private markets taking hold.

Pioneering the Future of Wealth Management

At the centre of this shift are digital assets, offering opportunities that weren’t even imaginable a decade ago.

RISR, Wealthcare Capital Management partner to boost client service

The partnership with RISR enables Wealthcare to provide its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations.

Prismatic Rebrands as Asseta and Announces AI Agents for Family Offices

The transition to Asseta represents more than a name change.

Standard Chartered Launches Industry-First AI-Powered FX Insights

The feature leverages advanced artificial intelligence technology in collaboration with LSEG (London Stock Exchange Group).

TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms

Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients.

SIX Bolsters Asian Market Data Access with ThaiQuest Partnership

The partnership also reflects both companies’ commitment to delivering top-tier financial information and innovative solutions to their clients.

DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

Our mission at OneVest has always been to Power the World's Wealth through innovative technology

Broadridge overlays Nifix Matching with Symphony messaging

This latest innovation empowers asset managers to communicate directly with brokers via Symphony’s secure messaging platform, enabling compliance, transparency and streamlined resolution of post-trade discrepancies.

WealthTech startup Myne raises $2 million in pre-Seed funding

This milestone is set to propel Myne toward its mission of redefining how individuals and businesses track and manage their finances.

Danske Bank to integrate BlackRock’s Aladdin Wealth platform

Aladdin Wealth is a technology platform that unifies investment management by combining portfolio analysis, risk assessment, and data-driven insights.

Wealth management platform Prosper secures $4.9m

The firm will also use the capital to scale its customer base quickly.

Broadridge Reports Second Quarter Fiscal 2025 Results

Reaffirming FY'25 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290 - $330 million

New Mountain Capital Launches Wealth Solutions Team and Platform

NMC is building Wealth Solutions team and platform to service the private wealth market

FinTech