07/07/2025
Using the Synpulse8 Wealth Cockpit as a baseline, the KBank Private Banking and Synpulse team delivered a bespoke RM front-end tool to manage the end-to-end Private Banking customer investment journey.
07/03/2025
Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors
07/02/2025
The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.
07/02/2025
As Family Offices grow in significance for investment and legacy preservation, the Hub aims to offer comprehensive knowledge that blends academic research with practical insights to address the real challenges families face when managing multigenerational
07/02/2025
Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.
07/01/2025
Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.
06/27/2025
Endowus study reveals gap between goals and actions, calling for stronger advisor alignment and greater fee transparency
06/26/2025
This transaction is the first step in our value creation plan as a private company
06/20/2025
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
06/20/2025
The collaboration leverages XBTO's proprietary "Diamond Hands" strategy to provide Arab Bank Switzerland's clientele with an actively managed approach to generating yield on their Bitcoin holdings.
06/20/2025
They are growing faster, appealing to investors worldwide, and gaining the trust of new target groups who had previously had little involvement with financial topics.
06/18/2025
A new tool has been created to alleviate the manual processes that surround private markets operations.
06/18/2025
For wealth managers, this is a moment of both opportunity and reckoning.
06/17/2025
Sidekick is one of a number of entrants targeting the mass affluent market, using technology to offer products and services once reserved for the super rich.
06/17/2025
People earning six figures today still get offered the same tools as someone just starting out
06/16/2025
Shriram Wealth aims to serve India’s growing base of affluent and high net-worth investors with personalised solutions prioritising relationships over transactions.
06/13/2025
Temenos ranked #1 in 13 categories in the IBSi Sales League table, including core, digital, payments and wealth
06/11/2025
The awards have been designed to showcase outstanding organisations grouped by specialism and geography
06/06/2025
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06/05/2025
The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.