Managers of Wealth Fintech

Envestnet to sell open finance business Yodlee to PE firm STG

This transaction is the first step in our value creation plan as a private company

Joyce Woo on Compliance and Technology in Wealth Management

Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),

Arab Bank Switzerland to launch yield-bearing bitcoin product wor HNW clients

The collaboration leverages XBTO's proprietary "Diamond Hands" strategy to provide Arab Bank Switzerland's clientele with an actively managed approach to generating yield on their Bitcoin holdings.

Neobanks and Neobrokers: Why they are successful where many online banks of the 1990s failed

They are growing faster, appealing to investors worldwide, and gaining the trust of new target groups who had previously had little involvement with financial topics.

Clearstream launches private markets processing tool for wealth firms

A new tool has been created to alleviate the manual processes that surround private markets operations.

FCA and NVIDIA back AI sandbox in UK wealth tech push

For wealth managers, this is a moment of both opportunity and reckoning.

UK digital wealth platform Sidekick launches

Sidekick is one of a number of entrants targeting the mass affluent market, using technology to offer products and services once reserved for the super rich.

Private Banking Without the Banker: The Fintech Taking Wealth Tools Into Its Own Hands

People earning six figures today still get offered the same tools as someone just starting out

Shriram Group Launches Shriram Wealth, a strategic Joint Venture with Sanlam Group

Shriram Wealth aims to serve India’s growing base of affluent and high net-worth investors with personalised solutions prioritising relationships over transactions.

Temenos named best-selling core banking provider for 20th consecutive year by IBS Intelligence

Temenos ranked #1 in 13 categories in the IBSi Sales League table, including core, digital, payments and wealth

ERI’s OLYMPIC Banking System named best “Core Banking Software” at the WealthBriefing Asia Awards 2025

The awards have been designed to showcase outstanding organisations grouped by specialism and geography

AI-Personalised Video Technology

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North America high-net-worth individual population surges, while Europe and Middle East shrink

The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.

HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience

As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.

Wealthtech for the new generation of banks and brokers

This is the strategy of neo banks and neo brokers, also on the Italian market, which do not aim solely at democratizing access to investments, but at creating digital ecosystems that unite banking, trading and value-added services.

Italy's Azimut plots new digital wealth management bank with FSI

The new digital bank, to be called TNB, will be formed by Azimut's acquisition and rebranding of an unnamed existing bank.

The Middle East’s wealth management evolution: technological challenges and solutions

Wealth management practices in the GCC are becoming increasingly aligned with global standards, emphasizing client-centric and fiduciary business models.

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025

Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice

Apex Group acquires majority stake in Tokeny to catalyse widespread industry tokenisation adoption

The transaction, which will see Apex Group have 100% control over the next three years, follows the initial investment and strategic partnership with Tokeny announced in December 2023.

Objectway : The road ahead for wealth management: technological innovation and AI adoption as strategic imperatives

Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems

Wealth & Asset Management