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Wealth management Stories - Page 5

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Wealth management stories

SEI appoints AI chiefs to speed up strategy & data
Digital Transformation

SEI appoints AI chiefs to speed up strategy & data

Pressure is mounting on financial firms to turn AI pilots into measurable results as SEI adds new leadership to its data overhaul.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 12th Jun 2026
Custodia launches local AI device for sensitive data
Data Protection

Custodia launches local AI device for sensitive data

Sensitive data can stay off the cloud as Custodia's Sentinel gives executives and researchers a local AI appliance for private document analysis.

By Sean Mitchell • 4 min read • Tue, 9th Jun 2026
IQ-EQ appoints Wyn James to lead APAC asset owners
Human Capital Management

IQ-EQ appoints Wyn James to lead APAC asset owners

Rising demand from sovereign wealth and pension funds is prompting a more targeted regional push across Asia-Pacific, where operational complexity is growing.

By Sean Mitchell • 3 min read • Mon, 8th Jun 2026
Backbase & Mastercard tie-up boosts cross-border payments
Digital Transformation

Backbase & Mastercard tie-up boosts cross-border payments

Banks could launch international transfers faster, as the Backbase integration cuts the complexity of linking to Mastercard Move.

By Karen Joy Bacudo • 3 min read • Mon, 8th Jun 2026

Stories from Other Regions

Wealth management stories

FinTech Australia names 2026 Finnies winners in Sydney
Fintech

FinTech Australia names 2026 Finnies winners in Sydney

The honours highlight a sector under tighter scrutiny yet still adding more than AUD $13.6 billion to Australia's economy and employing 50,200 staff.

By Karen Joy Bacudo • 4 min read • Fri, 19th Jun 2026
HSBC & Google Cloud expand AI across bank operations
Data Analytics

HSBC & Google Cloud expand AI across bank operations

The lender expects AI to speed fraud checks and staff support, while helping prioritise projects that could each deliver more than USD $100 million.

By Karen Joy Bacudo • 4 min read • Wed, 17th Jun 2026
Allianz Retire+ launches AI assistant for advisers
Digital Transformation

Allianz Retire+ launches AI assistant for advisers

Financial advisers may soon get quicker answers on retirement income products as Allianz Retire+ tests Ada for compliant support.

By Sofiah Nichole Salivio • 4 min read • Tue, 16th Jun 2026
Alchelyst & Allfunds Blockchain launch private markets API
Fintech

Alchelyst & Allfunds Blockchain launch private markets API

The new link should cut errors and speed up private markets order handling as managers face heavier investor volumes and tighter service demands.

By Mark Tarre • 4 min read • Tue, 16th Jun 2026
Revolut launches Ultra plan in Australia for users
Crypto

Revolut launches Ultra plan in Australia for users

The fee-based tier is aimed at Australian customers seeking steadier rewards, travel perks and investing access as card points lose appeal.

By Karen Joy Bacudo • 4 min read • Mon, 15th Jun 2026
TradingFront launches AI tools for Singapore wealth advisers
Fintech

TradingFront launches AI tools for Singapore wealth advisers

As Singapore's wealth sector grows, advisers are under pressure to serve more high-net-worth clients with less manual research and review.

By Karen Joy Bacudo • 4 min read • Wed, 10th Jun 2026
Xynon launches AI onboarding tool for advice firms
Data Protection

Xynon launches AI onboarding tool for advice firms

The tool aims to cut paperwork before advisers charge fees, as Australia's financial advice sector shrinks and compliance burdens mount.

By Mark Tarre • 4 min read • Wed, 10th Jun 2026
SoFi launches AI Coach for members' financial guidance
Data Protection

SoFi launches AI Coach for members' financial guidance

Available first to premium members, the chat-based tool lets users manage spending, debt and savings inside the app as AI finance rivals multiply.

By Karen Joy Bacudo • 4 min read • Tue, 9th Jun 2026
UK advisers see surge in younger clients, survey finds
Digital Transformation

UK advisers see surge in younger clients, survey finds

Most UK financial advisers are now serving younger investors, but fragmented software is adding hours of admin each week.

By Sofiah Nichole Salivio • 4 min read • Mon, 8th Jun 2026
Aveni raises GBP £12 million for AI assurance tools
Digital Transformation

Aveni raises GBP £12 million for AI assurance tools

The funding will help the Edinburgh fintech expand tools that let banks check AI agents meet conduct standards for customers.

By Karen Joy Bacudo • 5 min read • Fri, 5th Jun 2026
IG launches ChatGPT assistant for CFD trading clients
Digital Transformation

IG launches ChatGPT assistant for CFD trading clients

The app lets traders query live positions and exposure in plain English, cutting out screenshots and manual uploads to ChatGPT.

By Karen Joy Bacudo • 4 min read • Fri, 5th Jun 2026
WealthAi lands Patronus Partners as full deployment client
Customer Relationship Management

WealthAi lands Patronus Partners as full deployment client

The full rollout could reduce administration and compliance burdens for Patronus Partners as wealth managers look to join up legacy systems with AI.

By Karen Joy Bacudo • 4 min read • Wed, 3rd Jun 2026
TrueLayer launches Bank on File for recurring payments
Payment Technologies

TrueLayer launches Bank on File for recurring payments

Recurring payments can now be authorised directly from UK bank accounts, with live use already underway for investing and rent.

By Karen Joy Bacudo • 5 min read • Wed, 3rd Jun 2026