07/02/2025
Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.
07/01/2025
Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.
06/27/2025
Endowus study reveals gap between goals and actions, calling for stronger advisor alignment and greater fee transparency
06/26/2025
This transaction is the first step in our value creation plan as a private company
06/20/2025
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
06/20/2025
The collaboration leverages XBTO's proprietary "Diamond Hands" strategy to provide Arab Bank Switzerland's clientele with an actively managed approach to generating yield on their Bitcoin holdings.
06/20/2025
They are growing faster, appealing to investors worldwide, and gaining the trust of new target groups who had previously had little involvement with financial topics.
06/18/2025
A new tool has been created to alleviate the manual processes that surround private markets operations.
06/18/2025
For wealth managers, this is a moment of both opportunity and reckoning.
06/17/2025
Sidekick is one of a number of entrants targeting the mass affluent market, using technology to offer products and services once reserved for the super rich.
06/17/2025
People earning six figures today still get offered the same tools as someone just starting out
06/16/2025
Shriram Wealth aims to serve India’s growing base of affluent and high net-worth investors with personalised solutions prioritising relationships over transactions.
06/13/2025
Temenos ranked #1 in 13 categories in the IBSi Sales League table, including core, digital, payments and wealth
06/11/2025
The awards have been designed to showcase outstanding organisations grouped by specialism and geography
06/06/2025
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06/05/2025
The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.
06/03/2025
As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.
06/03/2025
This is the strategy of neo banks and neo brokers, also on the Italian market, which do not aim solely at democratizing access to investments, but at creating digital ecosystems that unite banking, trading and value-added services.
05/27/2025
The new digital bank, to be called TNB, will be formed by Azimut's acquisition and rebranding of an unnamed existing bank.
05/27/2025
Wealth management practices in the GCC are becoming increasingly aligned with global standards, emphasizing client-centric and fiduciary business models.