Managers of Wealth Fintech

Swissquote Singapore: Pioneering Digital Wealth Management in Asia

Asia, and particularly Singapore, is at the heart of this transformation.

WealthTech: Transforming Wealth Management with Advanced Technology

This digital transformation is reshaping traditional practices, making wealth management more accessible, efficient, and customer-centric.

Private markets firms embrace social media to attract new-generation of investors

Private markets firms are leveraging social media to engage with investors, management teams and other audiences as industry evolves

Introducing the US WealthTech Landscape Report 2024

A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.

Wealth-tech Zeplyn lands $3m seed investment

Zeplyn's AI Meeting Assistant for wealth management turns conversations into precise notes.

Bank of Valletta P.L.C. Selects Profile Software’s Investment Management Platform

This strategic investment aims to enhance BOV’s operational efficiency across multiple divisions, including Asset Management, Private Banking, and Prestige Client Networks.

Leveling Up: How Banks Must Pay The Innovation Game To Stay Ahead

The financial services sector is undergoing a significant transformation, largely driven by rapid advances in technology and changes in investor behaviour and needs.

Osaic Welcomes Nova Wealth

New York-Based Team Overseeing $180 Million Joins Osaic

Wealth Management Firms Set to Double AI Budgets, Eyes on Personalisation & Compliance

This strategic investment underscores a broader industry movement toward data-driven innovation to meet clients’ growing expectations and outperform competitors.

Southeast Asia’s Wealth Management Boom: 5 Platforms to Watch

Traditionally, wealth management in the region was primarily reserved for high-net-worth individuals (HNIs), with most services being offered by large banks or financial institutions.

Intesa Sanpaolo and BlackRock to advance digital wealth management

BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.

Close Brothers Asset Management and SEI Announce Strategic Partnership

Technology and Operational Outsourcing Drives Scale and Growth

Asset & Wealth ManagementArta in Singapore takes the robo to the ultra wealthy

Arta Finance is bringing high-touch services for the very wealthy to the world of digital private banking.

Ramaswamy’s Strive launches wealth management arm offering Bitcoin to clients

By integrating Bitcoin into client portfolios, Strive’s new wealth management unit can, in part, offer Americans “true financial freedom,” its CEO Matt Cole said.

UBS Asset Management launches its first tokenized investment fund

UBS Asset Management’s global distributed ledger technology strategy is focused on leveraging public and private blockchains networks

Standard Chartered has completed first HKD-denominated blockchain test settlement with Ant International’s Whale platform

This is the first time Standard Chartered has conducted HKD blockchain transactions with Ant International

Wealth & Asset Management