Managers of Wealth Fintech

Majority of family offices shunning crypto and gold: J.P. Morgan

Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan.

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent.

Temenos Delivers Strong FY-25 Results and Raises FY-28 Targets

Q4-25 and FY-25 summary (growth rates are vs. Q4 and FY-24 proforma, excluding Multifonds)

AI-native wealth management reshapes advice

As AI becomes operating infrastructure rather than optional enhancement, the central constraint is no longer model sophistication.

Private markets platform Monark raises $8.1 million

Monark’s API-first infrastructure powers major fintech platforms

Backbase and VASS join forces to optimise wealth and business banking tech

The partnership targets banks facing legacy infrastructure constraints preventing revenue capture in high-value segments.

Bybit Private Wealth Management Sustains Positive Momentum in January 2026

In recent weeks of sharp price action across the crypto landscape from XRP to BTC

Raffles Family Office subsidiary gets HK licence for digital asset services

Revo obtained Type 4 and Type 9 licences from the SFC, which allow it to advise on securities and asset management for both digital assets, which include cryptocurrencies, as well as traditional investments.

Sidekick bags £7.8m to scale digital wealth offering

The company positions its platform as an alternative for individuals managing growing incomes, larger balances and increasingly complex financial portfolios.

Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities

Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide

UK WealthTech Sidekick secures £7.8m in Series A

The funding will also support team growth, accelerate product development and underpin continued customer expansion.

Broadridge Reports Second Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales

Rise of AI may still be at ‘infancy’: Indosuez Wealth Management

Chief investment officer Alexandre Drabowicz says that it is “fair” to say that it is a “debate” on whether if there is indeed an AI bubble.

Deutsche Bank recognised for market leadership and innovation in Korea

Recognition by South Korea highlights Deutsche Bank’s FX market expertise and pioneering role in South Korea’s RFI Programme

Parties sign MoU to accelerate the rollout of sovereign, Pan-European payment solutions

The cooperation brings together leading European payment solutions

Saltus Selects SS&C to Streamline Operations

The move reflects a broader shift across the U.K. wealth management industry toward consolidation of technology stacks

WealthArc accelerates global expansion as demand grows for next-generation data infrastructure

The infrastructure is designed to scale well beyond current volumes, with processing capacity capable of supporting millions portfolios globally.

Saltus moves £9bn of assets onto SS&C Hubwise platform

The partnership comes as wealth managers face ongoing regulatory change and rising client expectations for digital-first services.

MAS Grants TradeTogether Full CMS Licence for Tokenised Asset Fund Management

TradeTogether plans to expand distribution capabilities to serve accredited investors and integrate with leading global fund platforms.

Firenze partners with wealth management firm, Artorius

Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.

Wealth & Asset Management