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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

Singapore’s wealthy want advisers to incorporate AI into offerings: survey

There is, however, a ‘measured caution’ especially in terms of data privacy, accuracy and maintaining a human touch

Acorns buys family wealth app EarlyBird

"This deal with EarlyBird, and its two talented founders, represents another important step in our journey to becoming a full financial wellness app for everyday families."

“Private Banking for All” – Hylton Kallner, Discovery Bank in ‘The Fintech Magazine’

Notably, it’s demonstrating that it’s possible to scale a full-service bank that delivers private banking-grade services without adding significant cost.

ADIO Strengthens the Abu Dhabi Wealth Management Sector With Alpheya Partnership

The Emirate has a vision of enhancing the wealth management industry and attracting high-impact global investors and with ADIO partnering with Alpheya, Abu Dhabi is one step closer to achieving this goal.

Franklin Templeton to Launch Singapore’s First Tokenised Fund for Retail Investors

The minimum investment is set at US$20, aimed at improving accessibility to a broader base of investors.

Wealth Manager Taps d1g1t to Boost Platform with the ‘Right Tech Backbone’

We surveyed the market and d1g1t emerged as the clear leader amongst its peer group,” commented Northern cofounder Devan Legare.

Largest private banks seek to strike ‘digital gold’

The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets.

Software expert: How AI can help financial advisors

By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.

Citi and SDX announce digital assets plan for private markets

Switzerland's regulatory framework and SDX's infrastructure allows Citi to bring a new solution to market using technology

Broadridge Reports Third Quarter Fiscal 2025 Results

Recurring revenues grew 7%; up 8% constant currency

Summit Wealth Group Launches RIA, SEI Powers Evolved Business Model

Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and Growth

Wealth & Asset Management