Wealth management Stories

Global Stories

Wealth management stories

Northern Trust launches banking APIs with NAV first client

Fund administrators can now pull banking data in real time as Northern Trust's new APIs go live with NAV Fund Services first to adopt them.

By Karen Joy Bacudo • 4 min read • Today

Crypto

Sygnum appoints Reto Marx as Singapore Chief Executive

The move underscores Sygnum's bid to win more affluent Asian clients as Singapore tightens scrutiny of digital asset firms.

By Sean Mitchell • 4 min read • 3 days ago

Fintech

Aventur partners with GayWealth on LGBT+ advice gap

LGBT+ households facing mortgage and retirement hurdles will gain regulated advice through a new venture aimed at closing a long-standing gap.

By Sofiah Nichole Salivio • 4 min read • Last week

Data Analytics

WRISE launches AI Labs with HKD $30m & new scientist

The wealth manager will use the funds to build AI tools for advisers and client service, as firms race to lift productivity and engagement.

By Joseph Gabriel Lagonsin • 4 min read • Last week

Data Protection

US tech founders shift wealth to Cook Islands trusts - Southpac Group

Rising AI and data privacy disputes are pushing more US technology entrepreneurs into offshore protection structures before claims emerge.

By Joseph Gabriel Lagonsin • 4 min read • Last week

Software-as-a-Service

Investec picks Infosys Finacle for banking overhaul

The cloud migration is designed to replace ageing core systems and give Investec faster data access across four key markets.

By Sofiah Nichole Salivio • 4 min read • Last week

Software-as-a-Service

Hadrius raises USD $27 million to boost AI compliance

The funding will help regulated finance firms monitor rapidly growing communications and trading data as AI-driven compliance risks intensify.

By Karen Joy Bacudo • 3 min read • Last month

Stories from Other Regions

Wealth management stories

Fintech

Wealthsimple posts CAD $17 billion inflows on banking push

Chequing and spending products helped lift assets under administration to CAD $155.6 billion, with client numbers reaching 3.6 million.

By Karen Joy Bacudo • 4 min read • Last week

Customer Relationship Management

Zocks launches AI scheduling for financial advisers

Advisers could cut admin as the new feature links bookings with client records, meeting prep and follow-up across one workflow.

By Karen Joy Bacudo • 3 min read • Last week

Fintech

UK finance brands lag in paid social ad creativity

Paid social costs are rising as UK finance marketers struggle to produce enough creative for platforms that now reward constant ad testing.

By Karen Joy Bacudo • 4 min read • Last week

Data Protection

Sharesight warns investors against AI tax calculations

Investors risk misreporting gains, offsets and foreign income if they rely on chatbots instead of current Australian tax rules and records.

By Sean Mitchell • 4 min read • Last week

Customer Relationship Management

AI & connected CRM lift adviser website form submissions

Prospects are more often reaching advisers ready to engage, with website form submissions up 110% as connected CRM systems boosted marketing performance.

By Karen Joy Bacudo • 4 min read • Last week

Data Analytics

Elemental Concept expands to Australia with CX model

The consultancy is betting that Australian buyers will back a decision-led CX model as brands struggle to prove revenue gains from journey redesigns.

By Sofiah Nichole Salivio • 4 min read • Last week

Fintech

Orion Digital launches AI investing platform in Canada

Canadian investors can now use an AI-backed service that records the rationale behind each trade and benchmarks decisions against the S&P 500.

By Karen Joy Bacudo • 4 min read • Last week

Digital Transformation

DBS adds agentic AI to virtual assistants for customers

Banking tasks for millions of customers can now be completed in one chat as DBS upgrades its virtual assistants with agentic AI.

By Sean Mitchell • 4 min read • Last week

Crypto

HashKey launches single app across regulated crypto markets

Traders can now access Hong Kong, Singapore, Middle East and global services through one app, with features gated by local regulatory checks.

By Karen Joy Bacudo • 3 min read • Last week

Manufacturing

Wipro expands Databricks tie-up with new AI practice

The move aims to help enterprises turn scattered AI pilots into production systems, with sector-specific tools for banking, telecoms and manufacturing.

By Sofiah Nichole Salivio • 3 min read • Last week