CMB Monaco Becomes First to Go Live on Avaloq and BlackRock Aladdin’s Integrated Wealth Platform, Accelerating Digital Transformation of International Private Banking
- 1 day 16 hours ago
- Wealth Management
Monaco-based private bank CMB Monaco has migrated its operations to the integrated technology platform consisting of Avaloq and Aladdin Wealth™, streamlining the bank’s entire value chain across the front, middle and back office. This milestone marks a significant step in CMB Monaco’s digital transformation, strengthening operational efficiency, enhancing service quality and supporting the expansion of its international private banking business.
FNZ Launches New Premium Service Proposition FNZ Select
- 1 day 16 hours ago
- Wealth Management
FNZ, the global wealth management platform, has launched FNZ Select, a new premium service proposition providing clients with enhanced service levels, advanced capabilities and additional platform support. This forms part of a tiered approach to partnering with clients globally.
Redwood Launches Improvements to Commercial and Residential Investment Products
- 2 weeks 6 days ago
- Wealth Management
Redwood has reduced its interest rates on loans up to 60% LTV. It has also increased its maximum portfolio loan to £10m across both residential investment and commercial deals, and has extended commercial interest only terms to 20 years. The changes are designed to support affordability and improve deal structuring flexibility for brokers operating in an increasingly competitive market.
Orange Investment Advisors Successfully Implements Clearwater Analytics to Modernize Front-to-Back Investment Operations
- 3 weeks 1 day ago
- Wealth Management
Clearwater Analytics , the most comprehensive technology platform for investment management, today announced at InvestOps 2026 that Orange Investment Advisors, a credit-focused investment manager, has successfully implemented Enfusion by CWAN (Enfusion) to modernize its front-to-back investment operations across its structured credit portfolio.
WealthAi and Stratiphy Partner to Deliver AI-Driven Portfolio Solutions for Asset Managers and Family Offices
- 3 weeks 1 day ago
- Wealth Management
WealthAi, the first AI-driven operating system (OS) designed specifically for wealth managers, family offices and private banks, has partnered with wealth management platform Stratiphy to make Stratiphy’s managed portfolio services available directly through the WealthAi platform.
European Wealth Management Has a Execution Problem. The WealthTech Radar 2026 Names It
- 1 month 16 hours ago
- Wealth Management
Strategy is no longer enough. Supervisors want evidence. Clients expect systems that simply work. And the $90.5 trillion in global HNWI wealth sitting on the table makes the cost of inaction very real.
Syfe Becomes First WealthTech Partner to Launch J.P. Morgan Asset Management Active ETF Strategy for Singapore Investors
- 1 month 4 days ago
- Wealth Management
Syfe, Asia-Pacific’s leading digital wealth platform with well over US$10 billion in assets under management (AUM), today announced a strategic collaboration with J.P. Morgan Asset Management (JPMAM), the world’s largest active ETF manager1. The collaboration marks the first time a digital wealth platform in Singapore will offer JPMAM’s institutional active ETF strategy, available on the Syfe platform as the Equity Alpha portfolio powered by J.P... more
BridgeWise Acquires Context Analytics to Pioneer End-to-End Wealth-Native Intelligence
- 1 month 1 week ago
- Wealth Management
BridgeWise, the global leader in AI for wealth, today announced the acquisition of Chicago-based Context Analytics, the top AI-powered alternative data processing company, used by tier-one financial firms including S&P Global Market Intelligence.
iAltA Expands with BridgeFT Acquisition
- 1 month 4 weeks ago
- Wealth Management
iAltA Holdings, the WestCap-backed private markets infrastructure company, today announced the acquisition of BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients.
Pave Finance Integrates with Fidelity to Automate Wealth Management for RIAs
- 2 months 5 days ago
- Wealth Management
Pave Finance, Inc. (“Pave”), the next-generation wealth management platform, has today announced its integration with Fidelity, one of the world’s largest registered investment advisory custodians and retail brokerage firms. Through this integration, registered investment advisors (RIAs) will be able to connect their Fidelity client accounts directly to Pave for automated portfolio construction, management, and trading, all without moving a... more
Wealth Managers Are Confusing Themselves With Too Much Technology
- 4 months 1 week ago
- Wealth Management
Wealth managers are confusing themselves by relying on too many technology systems, according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients
- 4 months 2 weeks ago
- Wealth Management
Profile, a leading global provider of financial software solutions, announces a major new release of its flagship Axia Suite, introducing advanced Wealth Management features designed to better serve Retail and Mass Affluent investors.
Leading Global ETF Provider WisdomTree Partners With New Wealth Management Platform Stratiphy as Investors Diversify Portfolios
- 4 months 3 weeks ago
- Wealth Management
WisdomTree, one of Europe’s leading providers of ETPs, has partnered with personalised wealth management platform Stratiphy to offer investors access to new asset classes, including commodity ETPs and thematic ETFs. Stratiphy users will be able to access a range of WisdomTree’s commodity ETPs, such as gold, silver, oil and gas, as well as thematic exposures including AI, cloud computing, quantum computing, renewable energy and strategic metals... more
Seven in Ten Londoners Plan on Investing in the Next 12 Months
- 4 months 4 weeks ago
- Wealth Management
Seven in ten (69%) of Londoners are planning on investing in the next year as they seek higher returns than are on offer through cash savings, according to research from new personalised wealth management platform, Stratiphy. This is significantly higher than the average figure for the UK where just four in ten (43%) of people planned to invest during the next 12 months.
Pave Finance Integrates with Charles Schwab to Empower RIAs with Automated Wealth Management
- 5 months 4 days ago
- Wealth Management
Pave Finance, Inc., the next-generation wealth management platform, has today announced its integration with Charles Schwab, the world’s largest registered investment advisory custodian and one of the largest retail brokerage firms. The move enables registered investment advisors (RIAs) to link their Schwab client accounts directly to Pave for automated portfolio construction, management, and trading, all without moving a single client asset.
