03/06/2026
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.
Wealth & Asset Management
03/05/2026
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."
03/05/2026
David Ferguson: AI panic, or architectural reckoning?
The narrative was swift and familiar: artificial intelligence is coming for advice.
03/05/2026
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.
03/04/2026
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.
03/04/2026
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
03/04/2026
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
03/03/2026
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.
03/03/2026
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.
02/27/2026
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.
02/27/2026
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.
02/27/2026
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.
02/25/2026
Temenos Delivers Strong FY-25 Results and Raises FY-28 Targets
Q4-25 and FY-25 summary (growth rates are vs. Q4 and FY-24 proforma, excluding Multifonds)
02/24/2026
AI-native wealth management reshapes advice
As AI becomes operating infrastructure rather than optional enhancement, the central constraint is no longer model sophistication.
02/19/2026
Private markets platform Monark raises $8.1 million
Monark’s API-first infrastructure powers major fintech platforms
02/17/2026
Backbase and VASS join forces to optimise wealth and business banking tech
The partnership targets banks facing legacy infrastructure constraints preventing revenue capture in high-value segments.
02/11/2026
Bybit Private Wealth Management Sustains Positive Momentum in January 2026
In recent weeks of sharp price action across the crypto landscape from XRP to BTC
02/10/2026
Raffles Family Office subsidiary gets HK licence for digital asset services
Revo obtained Type 4 and Type 9 licences from the SFC, which allow it to advise on securities and asset management for both digital assets, which include cryptocurrencies, as well as traditional investments.
02/10/2026
Sidekick bags £7.8m to scale digital wealth offering
The company positions its platform as an alternative for individuals managing growing incomes, larger balances and increasingly complex financial portfolios.
02/09/2026
Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities
Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide