Managers of Wealth Fintech

Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities

Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide

UK WealthTech Sidekick secures £7.8m in Series A

The funding will also support team growth, accelerate product development and underpin continued customer expansion.

Broadridge Reports Second Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales

Rise of AI may still be at ‘infancy’: Indosuez Wealth Management

Chief investment officer Alexandre Drabowicz says that it is “fair” to say that it is a “debate” on whether if there is indeed an AI bubble.

Deutsche Bank recognised for market leadership and innovation in Korea

Recognition by South Korea highlights Deutsche Bank’s FX market expertise and pioneering role in South Korea’s RFI Programme

Parties sign MoU to accelerate the rollout of sovereign, Pan-European payment solutions

The cooperation brings together leading European payment solutions

Saltus Selects SS&C to Streamline Operations

The move reflects a broader shift across the U.K. wealth management industry toward consolidation of technology stacks

WealthArc accelerates global expansion as demand grows for next-generation data infrastructure

The infrastructure is designed to scale well beyond current volumes, with processing capacity capable of supporting millions portfolios globally.

Saltus moves £9bn of assets onto SS&C Hubwise platform

The partnership comes as wealth managers face ongoing regulatory change and rising client expectations for digital-first services.

MAS Grants TradeTogether Full CMS Licence for Tokenised Asset Fund Management

TradeTogether plans to expand distribution capabilities to serve accredited investors and integrate with leading global fund platforms.

Firenze partners with wealth management firm, Artorius

Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.

SEI Reports Fourth-Quarter 2025 Financial Results

Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.

Brown Brothers Harriman and SimCorp forge strategic alliance

Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers

Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence

Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies

Armundia rolls out new modular platform for family offices

A new modular platform has been launched by international fintech company Armundia Group to support single and multi-family offices in managing complex wealth portfolios.

Wells Fargo Wealth & Investment Management Launches Internal Proxy Voting System

Expands partnership with Broadridge to support administration of its new, proprietary voting service

Merit Financial Advisors Acquires $260M SSC Wealth

As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors

Pave taps Fidelity to scale automated wealth management

Advisors will be able to automate portfolio processes across connected accounts while maintaining existing custodial relationships, a structure designed to reduce operational disruption.

Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS

JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.

Wealth management and the tokenised future

With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.

Wealth & Asset Management