Family Office stories
The full rollout could reduce administration and compliance burdens for Patronus Partners as wealth managers look to join up legacy systems with AI.
Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.
Agency leaders are being pushed to rethink billable-hour pricing as AI shortens production cycles and obscures how work is measured.
Fresh capital will fund a New York warehouse as the fine art logistics group deepens ties with auction houses and collectors.
Colter Bay launches Australian private credit fund with AUD $100m facility to plug an estimated AUD $25bn lower mid-market funding gap.
Paragon has acquired a majority stake in South Yorkshire outsourcing specialist Parseq from Parabellum, boosting its back-office and payments arm.
Swiss startup Umanitek has unveiled Guardian Agent, a subscription tool to spot deepfakes, fake profiles and AI-driven impersonation online.
Ikonz Studios has secured strategic Pre-Series A funding from prominent investors, bolstering its innovative AI-driven digital experiences and global expansion.
Advisers at MPC Markets will get a single view across multi-broker, multi-currency holdings as the firm automates client review packs.
GeoWealth extends its Series C with a USD $42.5m minority stake from Goldman Sachs to fuel growth while its family office keeps control.
Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.
Legacy Trust COO Grace Liu wins STEP Rising Star award, spotlighting Hong Kong's tech-driven ambitions in Asia's booming wealth market.
The full-stack digital family office is a unique offering that delivers detailed investment analytics based on integrated accounting data.