Managers of Wealth Fintech

Using AI To Help Fix Wealth Management

Traditionally, wealth management has followed a generalized approach, using broad investor profiles rather than individualized insights.

Generative AI may shoulder up to 40% of workload, some bank execs predict

Six in 10 bank executives list generative AI as a top investment priority this year, according to a survey published in April by KPMG.

Digital resilience: How wealth management firms are partnering for performance amid volatility

In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace.

BitOasis expands to Bahrain

Since its inception in 2016, BitOasis has processed over USD 7.4 billion in trading volume and raised over USD 40 million in funding.

Jackson Ng of Azimut Investment Management: Driving Practical AI Innovation in Wealth Management

His message was direct: in a world of limitless technological possibilities, wealth managers must prioritise value creation and approach AI adoption with focus, agility, and pragmatism.

Crypto platform FalconX partners with Standard Chartered

The partnership marks FalconX's first collaboration with a global traditional bank and suggests growing institutional demand for digital assets through traditional finance channels.

PwC report: AI could be big economic boost for Cayman and region

“Cayman’s position as a global hub for investment funds, and its growing prominence in re/insurance positions it well to lead in this next wave of digital transformation,” Sunley said.

Crypto Prime Broker Partners With StanChart

Our collaboration with FalconX underscores our commitment to advancing the digital asset ecosystem.

Anchorage Digital to acquire Mountain Protocol

Mountain Protocol, backed by Multicoin Capital with a recent $8 million Series A, is the company behind USDM – a multi-chain stablecoin fully backed by United States Treasuries.

Dentons launches proprietary AI tool DAISY across Europe

The first release of DAISY includes a secure AI chat interface --- including pre-defined smart tasks such as document summarization and drafting -- as well as a translation module and a browser of the firm’s policies.

Amber International Sets Up US$100 Million Crypto Reserve

The company has already begun deploying capital from the reserve

Sage Expands AWS Partnership to Develop AI-Driven Accounting Solutions for SMBs

This should give its customers access to its solutions faster, offering more timely insights, and help to manage their finances with greater accuracy and efficiency.

CoinShares Announces Q1 2025 Results

Effective 1 January 2025, the Group has amended its functional and presentation currency from GBP to USD

Coinbase first crypto firm to join S&P 500

While the company is well placed to benefit from the Trump administration's positive approach to crypto, it recently reported disappointing first quarter results, with a drop in profits.

Robinhood to buy Canadian crypto player WonderFi

American trading app Robinhood is buying WonderFi, the Canadian crypto operator of Bitbuy and Coinsquare, for around C$250 million in cash.

Carey Olsen and Oak Group support MoonPay with Jersey VASP registration

The Carey Olsen team was led by partner Chris Griffin, assisted by regulatory specialist Sophie Hancock and associate Tshogofatso Dhlamini.

Why – and How – Fifth Third is Getting Serious about Crypto and Stablecoins

Hoffman thinks this kind of long view is critical to strategic thinking.

They let AI run their company—what happened next offers a glimpse into our future

The results might ease the concerns of those worried about AI taking their jobs

Embracing AI: The key to unlocking the future of banking and finance

The journey toward an AI-enabled future requires a commitment to ethical practices, robust risk management and a proactive approach to navigating the evolving regulatory landscape

Coinbase agrees $2.9bn deal to buy crypto options exchange Deribit

Coinbase has boosted its derivatives business by agreeing to buy crypto options exchange Deribit for $2.9 billion.

Bitcoin, Blockchain & AI