Managers of Wealth Fintech

2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds

Individual investor ownership and voting is rising

SEB Implements Broadridge’s International Post-Trade Processing Solution

Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship

Wealth managers struggle to meet clients’ technology expectations – Avaloq research

Despite this, Avaloq found that wealth managers have little confidence in their technology systems

Family offices bet big on AI – but fail to adopt the technology in-house

Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals

Moneyfarm: Acquisitions and swelling client base help wealth manager’s assets surpass £4bn

The pan-European investment adviser said on Wednesday that its assets had surpassed £4bn in the six months to the end of June, growing 51 per cent compared to the same period in 2023.

Wealthtech start-up for women Propelle launches in the UK

Propelle has so far secured over £1.2 million in pre-seed funding, with women reportedly comprising 90% of the most recent investors.

Revolut Chair, Others Eye Buying Monaco’s Banque Havilland

Murphy said the investors aim to “restore the trust” of the bank’s clients and staff after last month’s news of the license forfeiture.

7IM launches latest wave of platform enhancements, including integration with ZeroKey

The web extension also enables advisers to easily access their clients’ data, placing it at their fingertips to move it to wherever they need to.

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution

Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools

Knights of Columbus Asset Advisors Selects SEI for Custody and Technology

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership

Swiss private Bank Syz tokenizes artwork with Taurus

The Ethereum-based security tokens aren’t being sold.

PIMFA WealthTech opens applications for cyber security Tech Sprint

Business continuity and protection for both the organisation and their clients is paramount

5 B2B FinTechs making strides in the German WealthTech space

Fincite is a technology provider that empowers wealth managers through advanced data analytics and portfolio management tools.

Paul Hodes on Privé Technologies’ FinTech Solutions for the Future World of Wealth Management

Their core offerings were tools for portfolio analytics, client onboarding including suitability checks, and advisory recommendations via multi-factor portfolio optimization.

iCapital® to Deliver Integrated Alternative Investment Platform to HSBC Global Private Banking

The solution will be fully integrated into HSBC’s platform to digitalize the private market investment experience for its relationship managers, investment counsellors and operations teams.

BNY to launch Alts Bridge wealth platform for private markets

Alts Bridge creates a powerful solution for investors, advisors, and the home office.

DBS Expands Crypto Offering

Depending on the product’s structure and cryptocurrency price movements, clients may earn yield on fiat or take delivery of the underlying cryptocurrency

Broadridge Recognized as a Leader in Financial Services for Communications Experience Platforms and Communications Outsourcing

Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally

Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation

The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios

Investment operations remain core to wealth managers’ tech stacks

As a concept, it has gained a lot of traction in recent years with specialist fintechs springing up, each offering a best-of-breed niche solution.

Wealth & Asset Management