Managers of Wealth Fintech

Wealth managers face a new challenger: their clients’ AI chatbots

More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice.

London Stock Exchange welcomes Bravura Solutions to AIM

Its admission to AIM does not replace its ASX listing but provides access to an expanded pool of institutional investors, increasing liquidity and supporting the company's future growth ambitions.

WealthVector launches custody platform after FCA authorisation

The company has received FCA authorisation following an application submitted in November 2025, with regulatory approval granted on 3 July 2026.

Objectway Expands Into Capital Markets With Its Project to Acquire French Specialist SLIB, Pushing Forward Its Pan-European Growth Strategy

SLIB will also broaden Objectway's client base with major European asset servicers, broker-dealers and banks, alongside strengthening Objectway's long-standing relationships with shared clients such as BNP Paribas.

Envestnet Rebuilds Advisor Trading Platform as Wealth Managers Demand Institutional-Grade Workflows

The new platform replaces Envestnet’s legacy trading experience with a single environment built around how advisory firms manage portfolios today.

Docupace Named to CNBC's World's Best Fintech Companies 2026 List

Leading wealth management technology provider recognized for the second consecutive year

Temenos announces Q2-26 results; FY-26 guidance reconfirmed

Q2-26 (growth rates are vs. Q2-25 proforma, excluding Multifonds)

SEI Reports Second-Quarter 2026 Financial Results

On an adjusted basis, EPS and operating income grew 38% and 36%, respectively, with the adjusted operating margin increasing to 32%.

Agentic Triada: the new economics of wealth management

The result is rising cost-to-serve, increasing compliance pressure and growing strain on advisor productivity.

CIMB expands ASEAN wealth platform for affluent growth

The bank has identified affluent banking as a strategic growth opportunity, with the segment expected to account for up to 70% of ASEAN’s population by 2030.

Alpaca and Broadridge Announce Governance Solution for Tokenized Securities

Broadridge enables proxy voting, investor communications, and voting entitlement reconciliation across Alpaca’s platform

Temenos recognized as World’s Best Core Banking Solution by Euromoney for second consecutive year

Temenos celebrated for global scale, product investment and client co-development, helping banks thrive amid new challenges

Temenos completes the acquisition of additiv

The founder-led management team will continue to run additiv on a stand-alone basis after closing.

Unlocking Profitable Growth Through Scalability in Wealth Management

While less than half are achieving consistent scale, the link between scale and profitability is clear.

DBS Plans to Push Retail and Wealth AUM Past S$1 Trillion

DBS is using generative and agentic AI to streamline onboarding, improve portfolio tools and reduce manual work.

BIL Suisse extends Avaloq digital banking partnership

Under the renewed agreement, BIL Suisse will continue to use the Avaloq Platform as its core banking system through a software-as-a-service (SaaS) model.

Moneybox to hit £800m valuation with employee share sale

The secondary share sale, worth up to £45 million, is being conducted through the London Stock Exchange's Private Securities Market using the new PISCES framework.

Mass Affluent Wealth Clients Need Both Digital Tools and Better Human Advice

Demand for advice is rising, especially among clients who have historically managed on their own.

Moneybox prepares for secondary share sale at £800 million valuation

The platform currently claims more than 1.9 million customers with over £23 billion in assets under administration.

Broadridge Delivers Next-Generation Reconciliation Platform to Raiffeisen Bank International

International bank selects BRx Match to support growing transaction volumes and ISO 20022 compliance across global markets

Wealth & Asset Management