Wealth management stories

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.

MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.

Anthropic upgrades Claude Cowork with private plugin marketplaces, richer admin controls and Office-linked workflows for enterprise teams.

Aviva has named Chris Cochrane as its next group Chief Information Officer, with his appointment due to take effect in summer 2026.

TD's head of intellectual property explains why patents have become central to banking innovation, from mobile to responsible AI.

Marketplace platform Azzet adds veteran Australian executive Yvonne Howie to its board as it ramps up governance for global expansion.

Banks worldwide pour billions into AI, but Dyna.Ai warns only a small minority are turning pilots into tangible, scalable revenue gains.

Azzet names governance veteran Henry Stoever to its board as it accelerates the global rollout of its premium asset marketplace.

HCLTech moves to deepen its wealth management push with a deal to acquire Singapore-based consultancy Finergic, pending approval by 2026.

Synechron has launched an Agentic AI suite to automate mission-critical workflows in heavily regulated financial and insurance sectors.

DTCC maps an ambitious 2026 plan, deepening tokenisation and AI while overhauling risk, collateral and post-trade ahead of Europe's T+1 shift.

Banks are turning apps and accounts into ad space, with SAS tipping media networks to lift non-interest income by up to 30% within two years.

Snowflake and Anthropic deepen their Claude tie-up with a USD $200m deal to power regulated, enterprise-ready AI agents worldwide.

TCS launches BaNCS AI Compass, adding explainable AI agents to help global banks automate operations while tightening governance controls.

Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.

AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.

Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.

Russia, the US and Brazil top the Executive Crypto Threat Index as the riskiest countries for wealthy cryptocurrency holders in 2025, while Japan and Singapore are safest.

Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.

Azul has launched the TAP program to boost innovation and collaboration within the Java ecosystem, offering partners technical support and access to broader markets.