Managers of Wealth Fintech

SEI Expands Direct Index Equity SMA Options

New SEI-Managed and Third-Party Investment Options Elevate Experience and Tax Optimization for Advisors and Investors

How fintech is changing asset management – Martin Gilbert at FundsTech Forum 2025

He now chairs AssetCo, a firm focused on asset and wealth management innovation and Revolut, the global neobank transforming digital banking and payments.

3 Technology Mutual Funds to Boost Your Portfolio Returns

Fidelity Advisor Semiconductors Fund has three-year annualized returns of 22.1%.

World Investment Advisors Announces Launch of New Investment Management Platform WorldMAP

New investment and portfolio management platform provides access to a wide range of curated, multi-asset models and strategies created and managed by World's investment team

Iress enhances US equity market data feed with Cboe

"We are thrilled to expand on this mission through our collaboration with QuantHouse and providing their clients with access to the Cboe One Feed," Inzirllo said.

Fiserv acquires CCV to boost growth across Europe

The acquisition will provide a foot-in-the-door for cross-selling of Fiserv's products to CVV's client base.

MENA’s NymCard secures $33m in Series B funding round

NymCard’s ‘nCore’ platform is a localised, full-stack infrastructure, designed to enable clients to design, launch and scale payment programs.

StanChart Unveils Senior Savings With Up to 3% Interest, Digital Scam Insurance

The MyWay account includes complimentary MSIG-underwritten digital scam protection, covering up to S$50,000 against unauthorised transfers from phishing and malware scams

Japan’s Smartpay & Chubb introduce embedded insurance in BNPL

Its embedded insurance technology is integrated into the payment process, providing appropriate coverage instantly when customers need it.

Broadridge Investor Pulse Now an Interactive Tool Enabling Public Access to Analyze Investment Behavior of Nearly 50 Million U.S. Retail Investors

Broadridge is committed to helping democratize and digitize investing and the interactive Investor Pulse site

Shaping the future of alternative investments with data: a fireside chat

Outsourcing continues to be a prominent trend within financial services.

SIX achieves 4.6% revenue growth for 2024 and launches three-year program for growth and profitability

Building on its strong position as an innovator in the European capital markets, SIX is setting higher business goals.

Norm Ai picks up investment

Former SEC Commissioner Joins as Senior Policy Advisor and Head of Capital Markets Strategy

Syz Capital selects Coinbase to launch BTC Alpha Fund

Building on the 2023 launch of SyzCrest—now a global leader in crypto hedge fund allocation

Syz Capital launches bitcoin-denominated hedge fund

Syz Capital has launched a fund of crypto hedge funds.

Rethink Perspectives – Navigating complexity in the face of tariffs, geopolitical fragmentation and AI

These were the challenges tackled at Lombard Odier’s March edition of Rethink Perspectives.

Allica Bank Unveils New Brand Identity Amid Growth Push

The visual overhaul includes a refreshed colour palette and website redesign.

SEI Launches Alternative Investment Product Marketplace, Expands Access to Private Markets

SEI Access to Offer Wealth Managers and Advisors a Digital, Public Market Experience for Private Markets

PLDT to Acquire More KKR’s Shares in Maya Innovations

Maya Innovations, which achieved unicorn status in 2022, reported lower losses and higher revenue for the 2023 fiscal year.

Former Credit Suisse Leaders Launch New SME Financing Model

The firm also has plans for expansion.

Alternative Investments