Wealth management stories - Page 2

Australian banks must use AI and personalised service to rebuild trust and enhance customer experience across all age groups and regions.

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

Sydney fintech Xynon plans to raise up to USD $10 million to grow its adviser-focused wealth platform, integrating Morrison Securities’ broker infrastructure.

MongoDB launches AI-powered AMP platform to help enterprises modernise legacy apps faster, with key development and pilots led by its Australian team.

MongoDB has expanded AI search tools to on-premises users and launched AMP platform to speed legacy system modernisation with AI-powered automation.

Max Bonpain has joined Openmarkets as Chief Marketing Officer to spearhead growth and international expansion in wealth and finance sectors.

ISG has sold a 75% stake to Shaw and Partners for NZD $67.5 million, marking a major step in its growth and partnership with Switzerland’s EFG International.

Colonial First State deploys GPT-4 AI tools to enhance customer service, advisor support, and efficiency for over three million clients in wealth management.

Tokenisation and blockchain tech are breaking barriers, letting everyday investors access alternative assets once reserved for the ultra-wealthy.

FNZ and Microsoft have formed a five-year global partnership to integrate AI into wealth management, enhancing digital experiences for advisors and clients worldwide.

SS&C will acquire Calastone for £766 million, expanding its global fund technology network and boosting services in wealth and asset management.

New Zealand startup Afterburner uses AI to cut mortgage advice admin from hours to seconds, freeing advisors for more client interaction and growth.

Block Earner launches Australia’s first Bitcoin-backed home loan, letting investors use Bitcoin as security for deposit finance without selling their crypto.

Gresham appoints Hayley Zhu as Sales Director to drive growth and lead strategy across Asia-Pacific’s evolving financial technology landscape.

WeMoney wins three awards including FinTech Organisation of the Year at Sydney's 2025 Finnie Awards, with female leaders also honoured for their innovation.

Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.

MUFG Pension & Market Services has completed onboarding Perpetual Investment Management as its first group-wide client with a cross-divisional administration mandate.

Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.

KX and NVIDIA have launched the AI Banker Agent, an AI system designed to enhance real-time decision-making and client service in global trading markets.

One in five UK firms hamper digital transformation by prioritising short-term gains, delaying tech investments, and feeling pressure for quick ROI, says Crosstide.