Managers of Wealth Fintech

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty

The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank

BlackRock launches eFront Provider

eFront Provider complements BlackRock’s widely used fund administration, investor servicing and data management capabilities for private markets asset servicers.

What banks should consider when outsourcing via a fintech

The benefits of cooperation between banks and companies focused on technology and innovation in finance (Fintech) are manifold.

LSEG report: AI set to overhaul wealth management

Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.

Understanding after-tax performance & reporting in wealth management

Overlooking these implications can lead to distorted evaluations of investment attractiveness and growth potential.

Wealth managers expect AI to transform their business

About nine in ten investors believe AI can be used effectively for researching financial products and services

InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management

New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity

2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds

Individual investor ownership and voting is rising

SEB Implements Broadridge’s International Post-Trade Processing Solution

Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship

Wealth managers struggle to meet clients’ technology expectations – Avaloq research

Despite this, Avaloq found that wealth managers have little confidence in their technology systems

Family offices bet big on AI – but fail to adopt the technology in-house

Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals

Moneyfarm: Acquisitions and swelling client base help wealth manager’s assets surpass £4bn

The pan-European investment adviser said on Wednesday that its assets had surpassed £4bn in the six months to the end of June, growing 51 per cent compared to the same period in 2023.

Wealthtech start-up for women Propelle launches in the UK

Propelle has so far secured over £1.2 million in pre-seed funding, with women reportedly comprising 90% of the most recent investors.

Revolut Chair, Others Eye Buying Monaco’s Banque Havilland

Murphy said the investors aim to “restore the trust” of the bank’s clients and staff after last month’s news of the license forfeiture.

7IM launches latest wave of platform enhancements, including integration with ZeroKey

The web extension also enables advisers to easily access their clients’ data, placing it at their fingertips to move it to wherever they need to.

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution

Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools

Knights of Columbus Asset Advisors Selects SEI for Custody and Technology

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership

Swiss private Bank Syz tokenizes artwork with Taurus

The Ethereum-based security tokens aren’t being sold.

PIMFA WealthTech opens applications for cyber security Tech Sprint

Business continuity and protection for both the organisation and their clients is paramount

Wealth & Asset Management