Managers of Wealth Fintech

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

Financial platform for immigrants LemFi buys Wealth8

It has also secured approval from the Central Bank of Ireland to acquire Bureau Buttercrane, granting it instant access to the entire European Economic Area.

WealthAi and Flanks team up to solve wealth management's costly data problem

The result is fragmented information and labour-intensive manual processes to upload, reconcile and validate data across multiple formats and sources - from PDFs and bank statements to spreadsheets.

DBS and Samsung Securities Partner on Global Wealth Offerings

The agreement opens South Korean markets to DBS clients while giving Samsung Securities access to global multi-asset wealth solutions

Objectway acquires Swiss private banking technology business from FNZ to strengthen its pan-European positioning

Objectway welcomes a team of over 160 professionals, bringing their expertise and professionalism honed in developing innovative, award-winning solutions for over 40 private banks

AI widens gap between scalable and struggling wealth firms, study shows

The report, Built to Scale, is based on a survey of 300 senior professionals across banks, wealth and asset managers in the UK, continental Europe and Canada.

Global Wealth Report 2026: Global wealth rose over 10% in 2025

The latest edition of the UBS Global Wealth Report shows a broad-based increase in personal wealth, driven by strong financial markets and rising non‑financial assets, with average wealth growing faster than global economic output.

Building True Partnerships Through Strategic Alignment, Vision and Culture

Morrison highlights how Objectway’s ability to understand the firm’s objectives and respond to changing client expectations has made the partnership a key driver of operational agility and service excellence.

SEI Canada Makes Changes in Risk Ratings

No changes were made to the investment objectives or strategies of the fund.

Wealth & Asset Management