Managers of Wealth

Alipay+ Adds Hang Seng Bank as Cross-Border QR Network Expands

The network spans more than 50 digital wallets and financial institutions and is accepted in over 220 markets globally.

Temenos Named a Leader in Gartner® Magic Quadrant for Retail Core Banking Systems, Europe

Temenos achieved the strongest overall position for its completeness of vision

UAE Tops Global Digital Adoption in Wealth Management as Avaloq Index Outlines Regional Shift

The index, published by wealthtech leader Avaloq, evaluates the underlying structural conditions shaping private wealth across 15 major global markets.

Advisers open to back-office AI but cautious on client money, finds GBST

Comfort falls when AI moves closer to decisions that directly affect client money, though even here more advisers are comfortable or undecided than opposed.

VastAdvisor closes $1 million Safe round

The firm will utilize this funding to accelerate its product roadmap and support its go-to-market efforts.

Digital platform and unlisted assets: What Mirabaud upgraded

Louis Fauchier-Magnan reveals private assets and Western expansion are hot topics at Mirabaud.

LegadoSign Selected by Aberdeen Adviser to Power Secure Digital Onboarding at Scale

Delivered through FNZ, LegadoSign will support thousands of customer signatures each month across Aberdeen Adviser’s individual customer onboarding journeys

Investing in the UK’s innovation hubs

While the investment world is focused on backing leading US innovators, the UK hosts a plethora of lesser-known players, particularly in the healthtech sector

Philanthropy in the Age of AI

Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios.

Feathery launches AI proposal generation tool for wealth management firms

New AI assistant Robin drafts personalized client proposals by integrating data from Salesforce, eMoney, Morningstar and more.

Zuckerberg’s AI vision collides with Meta’s $135bn spending reality

A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case.

Ronald Ingram Launches BROK: The 'Super Genius' Robo Private Banker Reincarnation

Inventor Ronald Ingram launches BROK, a 'Super Genius Robo Private Banker' evolved from Buddhabot, to democratize elite wealth management through AI.

Asia’s boutique firms poised to profit from AI-led realignment

Technological innovation must be accompanied by cultural change in order for both advisers and clients to enjoy maximum benefits from the fast-evolving wealth story

Ex-Nubank execs launch AI wealth manager Decade following $85m seed round

The $85 million seed round received backing from Greenoaks, Benchmark, and Diffusion.

The Business of Helping the Ultra-Wealthy Vanish From the Internet

As data brokers proliferate and threats rise, the ultra-wealthy are turning to white-glove firms to make themselves harder to find.

HSBC to establish Global AI Centre of Excellence in Singapore

The CoE will initially focus on enhancing customer wealth journey conversations, introducing agentic treasury solutions and developing AI-enabled digital payments.

AI chatbots are forcing wealth managers to defend their value

Wealth managers have a new problem: clients are arriving with answers from AI chatbots. The bots are often wrong, but they’re still changing how advice gets questioned, priced and trusted.

Can AI replace wealth advisers?

Affluent investors still seek human judgement for major financial decisions.

85% asset management firms to increase their AI budgets by at least 50% within year

More than 60% of those surveyed expect AI to transform how their company utilises data

Temenos Named One of World’s Top Fintech Companies by CNBC

After analysis of 3,500 companies around the world, CNBC and Statista chose the honorees based on publicly available and privately provided performance data over the past year.

FinTech