07/16/2025
Cathay United Bank, Avaloq team up for onshore private banking in Taiwan
The partnership leverages Avaloq's core banking technology to enhance operational efficiency and client service.
Wealth & Asset Management
07/14/2025
Why even conservative banks are increasingly relying on fintech solutions
The increasing trend toward mergers and restructurings is further reducing the number of banks and highlights the increasing difficulty for many institutions to compete.
07/11/2025
Avaloq launches OpenWealth standard at LGT
The announcement highlights that Avaloq has been supporting LGT with its versatile Avaloq Core Platform for about 20 years, and this latest joint creation is an important milestone in the two companies' cooperation.
07/11/2025
Lombard Odier’s Tech Offensive
For functions such as payments and client reference data management, Lombard Odier deliberately uses market-standard solutions.
07/08/2025
Wealthtech Firenze signs Söderberg & Partners
Söderberg and Partners Wealth Management has been expanding its presence across the UK, investing in independent financial advisers (IFAs),helping them grow, drive efficiencies and benefit from innovative, new propositions and solutions for clients.
07/07/2025
PAAS BEFORE SAAS? The right CLOUD STRATEGY for banks
Cloud transformation is no longer just a trend in wealth management – it's a necessity.
07/07/2025
Kasikorn Private Banking launches front end tool developed by Synpulse8, empowering Relationship Managers
Using the Synpulse8 Wealth Cockpit as a baseline, the KBank Private Banking and Synpulse team delivered a bespoke RM front-end tool to manage the end-to-end Private Banking customer investment journey.
07/03/2025
Broadridge to Acquire Acolin, Accelerating Modernization and Transparency in Cross-Border Fund Distribution
Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors
07/02/2025
Citi Wealth taps Allfundds for streamlined trade execution
The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.
07/02/2025
IE University, Franklin Templeton, and OpenWealth team up to launch the IE Family Offices Knowledge Hub
As Family Offices grow in significance for investment and legacy preservation, the Hub aims to offer comprehensive knowledge that blends academic research with practical insights to address the real challenges families face when managing multigenerational
07/02/2025
Aquiline Completes Acquisition of SEI’s Family Office Services Business
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
Canada's Raymond James opts for FNZ wealth management tech
Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.
06/27/2025
Endowus Wealth Insights Report 2025: Bridging the Wealth & Retirement Gap: Endowus Wealth Report Reveals Disconnect Between Investor Goals and Behaviour in Singapore
Endowus study reveals gap between goals and actions, calling for stronger advisor alignment and greater fee transparency
06/26/2025
Envestnet to sell open finance business Yodlee to PE firm STG
This transaction is the first step in our value creation plan as a private company
06/20/2025
Joyce Woo on Compliance and Technology in Wealth Management
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
06/20/2025
Arab Bank Switzerland to launch yield-bearing bitcoin product wor HNW clients
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
Neobanks and Neobrokers: Why they are successful where many online banks of the 1990s failed
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
Clearstream launches private markets processing tool for wealth firms
A new tool has been created to alleviate the manual processes that surround private markets operations.
06/18/2025
FCA and NVIDIA back AI sandbox in UK wealth tech push
For wealth managers, this is a moment of both opportunity and reckoning.
06/17/2025
UK digital wealth platform Sidekick launches
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.