11/27/2025
Amundi launches its first tokenised fu
The technology and infrastructure was provided by asset servicing firm Caceis
Wealth & Asset Management
11/27/2025
Swiss Banks in Italy: The 2027 Challenge: Rules and Markets
This scenario is changing, thanks to the agreement between the Bank of Italy, Consob, and FINMA, combined with the upcoming entry into force of the European Directive CRD VI, which requires banks operating outside the EU to operate in Italy by opening a b
11/26/2025
ARP Digital Holdings Expands Digital Asset Wealth Management Offering
Partners with DV Trading and Centaur Markets for Structured Products
11/25/2025
Germany’s affluent surge reshapes wealth market
New research from BCG and Deutsche Bank’s Private Banking Report shows that 8.8 million Germans now fall into this category, holding between €100k and €2m in investable onshore assets.
11/25/2025
BetaNXT to invest in AI-driven wealth management product innovation
The company stated that its investment will address use cases across the wealth management lifecycle, benefitting advisors, and investors.
11/25/2025
Bybit Lowers Barrier to Elite Wealth Management Solutions with Year-End Exclusive for VIP Clients
This exclusive year-end initiative for Bybit VIPs expands access to institutional-grade wealth management strategies designed to navigate today's dynamic market conditions.
11/25/2025
SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland
License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub
11/24/2025
AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds
Firms are embracing AI to drive efficiency and personalization while confronting structural shifts in product demand, workforce needs, and investor expectations.
11/24/2025
Japan's major asset managers mull crypto investment offerings ahead of major rule changes: report
The discussions follow Japan’s recent regulatory momentum, including stablecoin initiatives, custody reforms, and broad tax relief proposals.
11/21/2025
BlackRock Aladdin Adds Luma Structured Product Data to the Aladdin Wealth™ platform
Mutual clients to gain deeper visibility into structured investments, better construct and manage portfolios across public and private assets.
11/21/2025
Broadridge’s Tokenization Capability Enables Societe Generale’s First U.S. Digital Bond Issuance
First U.S. digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar
11/18/2025
ING Bank Śląski takes full control of Goldman Sachs TFI by acquiring remaining 55% stake
ING already owns 45% of the company and with acquiring the remaining 55% stake it brings its ownership to 100%.
11/14/2025
Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients
These innovations enable financial institutions to offer scalable, high-touch investment services across all client segments, combining automation with human insight for maximum personalisation and engagement.
11/13/2025
VPBank Modernizes Core Banking with Temenos and Systems Limited on Red Hat OpenShift
The project involved migrating VPBank from its existing version of Temenos core banking to the latest release, hosted by Red Hat OpenShift.
11/07/2025
The Evolving Landscape of Middle East Family Offices
This evolution reflects both regional economic diversification and a new generation of leadership stepping into prominent roles.
11/07/2025
Wealth manager True Potential integrates NatWest's Payit
Payit will integrate with True Potential's impulseSave system, which enables expedited investment contributions.
11/07/2025
Broadridge Reports First Quarter Fiscal 2026 Results
Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million
11/06/2025
Apex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth Management
Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients
11/06/2025
Bank of Singapore, Hong Leong Adopt Arta’s AI Sidekick as Platform Expands Globally
The expansion reflects growing demand among private banks and financial advisors for AI-driven portfolio and research tools.
11/04/2025
UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard
UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.