Managers of Wealth Fintech

Italy's Azimut plots new digital wealth management bank with FSI

The new digital bank, to be called TNB, will be formed by Azimut's acquisition and rebranding of an unnamed existing bank.

The Middle East’s wealth management evolution: technological challenges and solutions

Wealth management practices in the GCC are becoming increasingly aligned with global standards, emphasizing client-centric and fiduciary business models.

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025

Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice

Apex Group acquires majority stake in Tokeny to catalyse widespread industry tokenisation adoption

The transaction, which will see Apex Group have 100% control over the next three years, follows the initial investment and strategic partnership with Tokeny announced in December 2023.

Objectway : The road ahead for wealth management: technological innovation and AI adoption as strategic imperatives

Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems

Singapore’s wealthy want advisers to incorporate AI into offerings: survey

There is, however, a ‘measured caution’ especially in terms of data privacy, accuracy and maintaining a human touch

Acorns buys family wealth app EarlyBird

"This deal with EarlyBird, and its two talented founders, represents another important step in our journey to becoming a full financial wellness app for everyday families."

“Private Banking for All” – Hylton Kallner, Discovery Bank in ‘The Fintech Magazine’

Notably, it’s demonstrating that it’s possible to scale a full-service bank that delivers private banking-grade services without adding significant cost.

ADIO Strengthens the Abu Dhabi Wealth Management Sector With Alpheya Partnership

The Emirate has a vision of enhancing the wealth management industry and attracting high-impact global investors and with ADIO partnering with Alpheya, Abu Dhabi is one step closer to achieving this goal.

Franklin Templeton to Launch Singapore’s First Tokenised Fund for Retail Investors

The minimum investment is set at US$20, aimed at improving accessibility to a broader base of investors.

Wealth Manager Taps d1g1t to Boost Platform with the ‘Right Tech Backbone’

We surveyed the market and d1g1t emerged as the clear leader amongst its peer group,” commented Northern cofounder Devan Legare.

Largest private banks seek to strike ‘digital gold’

The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets.

Software expert: How AI can help financial advisors

By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.

Citi and SDX announce digital assets plan for private markets

Switzerland's regulatory framework and SDX's infrastructure allows Citi to bring a new solution to market using technology

Broadridge Reports Third Quarter Fiscal 2025 Results

Recurring revenues grew 7%; up 8% constant currency

Summit Wealth Group Launches RIA, SEI Powers Evolved Business Model

Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and Growth

How ETF share classes could transform investor access

Wealth managers can act today to prepare their firms and clients for the potential shift.

Syfe Moves Forward with A$65 Million Selfwealth Acquisition Pending Court Nod

The company intends to preserve Selfwealth’s existing features while enhancing its platform with Syfe’s broader investment tools

Quilter Cheviot and Quilter WealthSelect Managed Portfolio Services now available on AJ Bell’s Platform

By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.

Wealthsimple acquires wealth management platform, Plenty

Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.

Wealth & Asset Management