12/08/2025
Moneybox partners with Amundi to bolster its wealth proposition
Moneybox partners with Amundi to bolster its wealth proposition with launch of three low-cost investment funds for pension customers
Wealth & Asset Management
12/05/2025
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth
12/05/2025
Bybit Private Wealth Management Beat November Downtrend with Top Fund Delivering Close to 30% APR
Bybit PWM's top fund delivered almost 30% APR in November, beating downturn.
12/05/2025
Bank of America expands crypto access for wealth management clients
The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.
12/05/2025
Flex raises $60m Series B to scale AI private bank
The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows.
12/04/2025
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business Partnership Highlights Commitment to Helping Advisors Scale and Grow
12/03/2025
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
12/02/2025
SMA: The case of the new management arriving from America
The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.
12/02/2025
Nevis bags $35m to build AI for wealth management
The company, founded less than a year ago, develops technology aimed at freeing advisors from time-consuming administrative tasks.
12/02/2025
Range Raises $60M Series C to Accelerate AI-Driven Wealth Management
The U.S. wealth management industry manages over $90 trillion in assets, yet just 1% of Americans have worked with a financial advisor
11/28/2025
UK firms continue to dominate the European WealthTech market securing 70% of the top 10 deals in Q3 2025
Deal activity also contracted, falling by 24% from 33 transactions in the same quarter the previous year.
11/28/2025
Wealth managers are embracing stablecoins
The survey, conducted across 13 countries including the US, UK, EU, UAE, Brazil, Singapore, South Korea, Switzerland and Hong Kong, suggests stablecoins are moving rapidly from the fringes of retail speculation into the mainstream of wealth management.
11/27/2025
Why UK MPS is next after the US TAMP market's explosive growth
By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners
11/27/2025
Amundi launches its first tokenised fu
The technology and infrastructure was provided by asset servicing firm Caceis
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