Managers of Wealth Fintech

Avaloq strengthens Arab Bank Switzerland partnership

The bank will also roll out Avaloq’s RM Workplace solution in the front office, aimed at streamlining client interactions and boosting relationship manager productivity.

OneVest unveils AI-native wealth relationship workspace

OneVest GO delivers an AI-native foundation that allows independent firms to manage prospects, clients, and complex workflows with unprecedented speed.

Unified Managed Accounts | The Architecture of Scalable Wealth Management

At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.

Luxury travel catching up with HNW demand for crypto payments

360 Private Travel’s recent move is just the start

Broadridge’s Distributed Ledger Repo Platform Achieves 457% Year Over Year Growth in February

February 2026 ADV of $362 billion, highlighting sustained institutional scale following breakout year

The ESG data inconsistency problem wealth firms face

The ESG sector had a bumpy 2025, with changing priorities around the world made it look like interest in the space was going to shrink.

Avaloq Highlights India’s Rising Role in Global Wealth Management Expansion

Growing remittance flows, a rapidly expanding mass-affluent segment and stronger digital adoption are reshaping demand for wealth services in India

Praxis Solutions Launches WealthHawk to Help Advisors Drive Organic Growth

Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.

Addepar unveils Addison AI to power wealth insights

The launch is part of a broader strategy focused on native AI, intelligent agents and new workflows across the investment lifecycle.

HSBC Hong Kong applies AI and analytics to enhance customer engagement and digital banking

Alex Chen, Head of Data and Analytics at HSBC Hong Kong, said: “If data is the new oil, our team are the master prospectors and refiners, turning raw potential into pure value."

David Ferguson: AI panic, or architectural reckoning?

The narrative was swift and familiar: artificial intelligence is coming for advice.

BEA International Bank Goes Live with Temenos SaaS to Support European Expansion

The French subsidiary of Banque Extérieure d’Algérie has adopted Temenos Core and FCM as SaaS to rapidly launch and scale banking services in France.

Technology with a Banking Licence: Makram Hamadeh on Infrastructure, Access and the Next Generation in the UAE

His remarks focused on how platforms with banking licences can support independent advisers, while adapting to regulatory tightening and generational change.

Objectway at Frankfurt Digital Finance 2026 – Driving the Future of European WealthTech Through Innovation, Scale, and Vision

A new strategic partnership with Cinven, a renowned global private equity firm, marks the start of an accelerated growth phase

Broadridge Advancing Pass-Through Voting Across the Asset Management Industry and Powering Individual Investor Voice

New capability brings Pass-Through Voting directly to millions of individual investors, expanding investor choice and strengthening shareholder engagement

European Wealth Management Has a Execution Problem. The WealthTech Radar 2026 Names It

Harvest and fincite today released the WealthTech Radar 2026, their fourth annual report on the trends reshaping European wealth management.

Raffles Family Office, GoUpscale and Synpulse Launch Quantive Partners to Build Integrated Wealth Operating Infrastructure for EAMs and MFOs

Quantive Partners is designed to address an infrastructure gap in Asia's private wealth ecosystem.

Bybit Kazakhstan Launches Private Wealth Management (PWM) Service for Large-Scale Crypto Investors - Chainwire

The launch reflects Kazakhstan’s continued integration of digital assets into a regulated financial framework within the Astana International Financial Centre.

Majority of family offices shunning crypto and gold: J.P. Morgan

Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan.

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent.

Wealth & Asset Management