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Wealth & Asset Management

08/20/2025

Bank of Singapore Introduces ‘Catalyst’ for Ultra-Rich Wealth Management

The launch comes as family offices in Asia Pacific grapple with rising operational expenses and growing demands for technology platforms

08/19/2025

Bybit Private Wealth Management's Standout USDT Yield Strategy Set New Bar in July

Capturing the rapid tides of crypto and global markets in July

08/18/2025

Two Former Vontobel Managers Combine Bitcoin, Gold and AI

It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.

08/15/2025

New wealthtech start-up PloutosX founded by former Barclays UK exec Natasa Kyprianidou

The start-up plans to carry out its first fundraising round in September valued at £3 million pre-money.

08/14/2025

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

08/12/2025

Mission Wealth Management Chooses Fynancial to Power New Offering for the Next Generation of Investors

The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time

08/07/2025

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

08/07/2025

Objectway’s founder and management partner with Cinven for growth

The majority investment marks the start of a new phase of growth for Objectway

08/06/2025

SS&C Technologies integrates wealth offerings into single platform

The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.

08/06/2025

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.

08/01/2025

GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers

08/01/2025

d1g1t’s vision for scaling AI-driven wealth management advice

CEO and Co-Founder Dr. Dan Rosen explains how d1g1t is transforming wealth management using AI and data to deliver personalized solutions.

07/31/2025

Standard Chartered and Alibaba Group Sign Strategic Technology and Growth Partnership

Two industry powerhouses will work together to advance development and implementation of AI technologies

07/31/2025

BIBD Securities Sdn Bhd (BIBDS) enhances wealth management service offering with Avaloq platform

The Avaloq platform now serves as the core wealth management system for BIBDS’ Islamic investment offerings and brokerage services.

07/30/2025

Access Bank UK to deploy wealth management tech from Profile Software

A key component of Axia’s value proposition is the Digital Investments Hub

07/29/2025

Investec deploys SunTec Xelerate to enhance pricing and billing for corporate clients

SunTec says its tech will enable Investec to automate its pricing and billing processes for business banking clients and boost the efficiency of collections and charge recovery.

07/29/2025

Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset

Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.

07/29/2025

DORA breathing down your neck? Why banks without PaaS are failing in cloud migration

This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.

07/28/2025

FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry

The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.

07/28/2025

The pioneer in digital wealth management continues to grow: More clients and more assets under management at True Wealth

The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.

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