FinTech

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Mass Affluent Wealth Clients Need Both Digital Tools and Better Human Advice

For years, the industry narrative has been clear: The future of affluent banking would be digital-first, with clients either self-directing or moving into traditional wealth management channels. However, that view is becoming increasingly incomplete.   Key insight: Digital tools continue to be essential, but they have not replaced the need for human guidance, particularly among […]

AI for Good: why ethics and accountability must keep pace with innovation

key takeaways. AI's long-term impact will depend not only on technological progress, but on AI ethics, governance, transparency, and accountability evolving alongside increasingly capable AI systems At an AI for Good event hosted by Lombard Odier in partnership with TIGER 21 Switzerland, speakers agreed that responsible AI requires explainability, human oversight, and clear ownership, rather […]

Ukraine’s digital banking pioneer invests to the Max

When wealthy families and aspiring entrepreneurs come to Maksym Koretskiy for advice about managing their money, he typically plays his cards close to his chest — and with good reason.   “My approach is too risky for general people,” reveals the founder of 11:FS Holdings, an acquisitive vehicle and fintech consultancy, which aims to “provide […]

Artificial intelligence is now a capital markets story

Artificial intelligence (AI) remains a powerful growth theme, but the story is evolving. The next phase is less about software and more about infrastructure, financing, and the cost of capital, creating opportunities as well as new questions for investors. We believe AI can support productivity growth over time. The credit market is now financing the […]

CIO Weekly: SpaceX-led IPO Boom Forces Governance Into Focus

A record-breaking IPO season is testing the principles of shareholder democracy.   As founders seek tighter control and regulators tilt toward management, the governance choices made today have important long-term implications for public markets.   The $85 billion listing last month of SpaceX, Elon Musk's aerospace, satellite communications and artificial intelligence company, was an important […]

OWIN26: As-a-Service and AI to Transform Complexity into Efficiency

Despite growing IT investments, most financial institutions are struggling to translate technology into real efficiency. The real issue remains the operating model. Only 28% of financial institutions have achieved true scalability across the value chain As-a-service emerges as a lever to reduce complexity and improve efficiency Agentic AI can transform up to 70% of processes […]

Broadridge’s Distributed Ledger Repo Processes $7.5 Trillion in June

Broadridge Financial Solutions.has announced that its Distributed Ledger Repo processed an average of $357 billion in daily repo transactions during June, with volumes totaling $7.5 trillion.    The daily average is a 68% increase year-over-year, reflecting the continued evolution of tokenized market infrastructure and the expanding role of distributed ledger technology in modernizing funding and […]

Jeff Bezos' family office backed five AI startups in June

Thanks to Jeff Bezos, summer is off to a strong start for investment firms of the ultra-rich.   In June, the Amazon founder’s family office made five direct investments in startups, accounting for 10% of family office dealmaking, according to exclusive data provided by Fintrx, the private wealth intelligence platform. Bezos Expeditions is now the […]

WealthAi and Flanks team up to solve wealth management's costly data problem

WealthAi has partnered with Flanks, the AI wealth data infrastructure, to bring institution-grade data from more than 650 institutions worldwide directly into the WealthAi platform.   Today, family offices, external asset managers (EAMs) and private banks rely on legacy data service providers to connect to a growing number of custodians, investment managers and other third-party […]

WealthArc adds crypto assets to its data platform

WealthArc has announced the integration of crypto assets as a fully supported asset class within its global data infrastructure service, enabling wealth managers, external asset managers, and family offices to deliver a complete portfolio view across digital and traditional assets from a single, reliable data source.   The new capability integrates custody data feeds from […]