Managers of Wealth Fintech

Lombard Odier’s Tech Offensive

For functions such as payments and client reference data management, Lombard Odier deliberately uses market-standard solutions.

Wealthtech Firenze signs Söderberg & Partners

Söderberg and Partners Wealth Management has been expanding its presence across the UK, investing in independent financial advisers (IFAs),helping them grow, drive efficiencies and benefit from innovative, new propositions and solutions for clients.

PAAS BEFORE SAAS? The right CLOUD STRATEGY for banks

Cloud transformation is no longer just a trend in wealth management – it's a necessity.

Kasikorn Private Banking launches front end tool developed by Synpulse8, empowering Relationship Managers

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.

Broadridge to Acquire Acolin, Accelerating Modernization and Transparency in Cross-Border Fund Distribution

Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors

Citi Wealth taps Allfundds for streamlined trade execution

The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.

IE University, Franklin Templeton, and OpenWealth team up to launch the IE Family Offices Knowledge Hub

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

Aquiline Completes Acquisition of SEI’s Family Office Services Business

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.

Canada's Raymond James opts for FNZ wealth management tech

Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.

Endowus Wealth Insights Report 2025: Bridging the Wealth & Retirement Gap: Endowus Wealth Report Reveals Disconnect Between Investor Goals and Behaviour in Singapore

Endowus study reveals gap between goals and actions, calling for stronger advisor alignment and greater fee transparency

Envestnet to sell open finance business Yodlee to PE firm STG

This transaction is the first step in our value creation plan as a private company

Joyce Woo on Compliance and Technology in Wealth Management

Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),

Arab Bank Switzerland to launch yield-bearing bitcoin product wor HNW clients

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.

Neobanks and Neobrokers: Why they are successful where many online banks of the 1990s failed

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.

Clearstream launches private markets processing tool for wealth firms

A new tool has been created to alleviate the manual processes that surround private markets operations.

FCA and NVIDIA back AI sandbox in UK wealth tech push

For wealth managers, this is a moment of both opportunity and reckoning.

UK digital wealth platform Sidekick launches

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.

Private Banking Without the Banker: The Fintech Taking Wealth Tools Into Its Own Hands

People earning six figures today still get offered the same tools as someone just starting out

Shriram Group Launches Shriram Wealth, a strategic Joint Venture with Sanlam Group

Shriram Wealth aims to serve India’s growing base of affluent and high net-worth investors with personalised solutions prioritising relationships over transactions.

Temenos named best-selling core banking provider for 20th consecutive year by IBS Intelligence

Temenos ranked #1 in 13 categories in the IBSi Sales League table, including core, digital, payments and wealth

Wealth & Asset Management