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Wealth management stories

Feathery raises USD $30 million in Portage-led round
Software-as-a-Service

Feathery raises USD $30 million in Portage-led round

The funding will help Feathery expand software used by more than 300 financial firms to automate workflows and data sharing.

By Karen Joy Bacudo • 3 min read • Last week
Tech Mahindra posts $1.66bn revenue as deals top $1bn
Private Cloud

Tech Mahindra posts $1.66bn revenue as deals top $1bn

Investors are likely to focus on firmer demand as the IT services group booked its third straight quarter of deals above USD $1 billion.

By Karen Joy Bacudo • 4 min read • This month
Broadridge survey sees tokenisation as strategic priority
Fintech

Broadridge survey sees tokenisation as strategic priority

Most financial services firms expect tokenised and traditional assets to coexist, as 84% call tokenisation strategically important.

By Karen Joy Bacudo • 4 min read • This month
Visa refreshes Infinite cards for Asia Pacific affluent
Fintech

Visa refreshes Infinite cards for Asia Pacific affluent

Affluent cardholders in Asia Pacific will get more tailored travel and dining perks, as Visa splits its premium offering into three tiers.

By Karen Joy Bacudo • 3 min read • This month
Longbridge launches AI investing platform in Singapore
Fintech

Longbridge launches AI investing platform in Singapore

Investors in Singapore can now use conversational prompts to analyse markets, draft trades and review portfolios before confirming any order.

By Joseph Gabriel Lagonsin • 4 min read • This month
Building beneath the app layer: What Upvest shows about the next phase of European fintech
Software-as-a-Service

Building beneath the app layer: What Upvest shows about the next phase of European fintech

European banks are racing to modernise investment services, and the real battle is shifting to the infrastructure layer that keeps them compliant.

By Tim Graczewski • 4 min read • This month
Standard Chartered taps BlackRock for wealth platform
Digital Transformation

Standard Chartered taps BlackRock for wealth platform

Advisers in Singapore and Hong Kong will gain portfolio risk and scenario tools as Standard Chartered upgrades myWealth Advisor with BlackRock software.

By Karen Joy Bacudo • 4 min read • This month
Southpac Group sees rise in US tech founders seeking offshore asset protection
Data Protection

Southpac Group sees rise in US tech founders seeking offshore asset protection

Rising AI and cyber litigation risk is pushing more US tech founders towards offshore trusts, with new clients up more than 290 percent.

By Sean Mitchell • 4 min read • This month
eToro launches AI app Tori in major investing redesign
Crypto

eToro launches AI app Tori in major investing redesign

Users will get portfolio alerts, trading tools and crypto custody in one redesign as eToro expands AI assistant Tori across devices.

By Karen Joy Bacudo • 4 min read • This month
Standard Chartered launches APAC fund with BlackRock
BlackRock

Standard Chartered launches APAC fund with BlackRock

Investors in seven markets will gain access to a diversified Asia Pacific strategy as the bank expands its wealth platform with BlackRock.

By Karen Joy Bacudo • 3 min read • This month

Stories from Other Regions

Wealth management stories

Chime launches in-app investing with USD $1 minimum
Fintech

Chime launches in-app investing with USD $1 minimum

The move gives Chime members a way to invest from the same app they use for banking, with no account minimums and USD $1 entry.

By Karen Joy Bacudo • 3 min read • Last week
Revolut launches Australian bank after licence win
Digital Transformation

Revolut launches Australian bank after licence win

Australia-based customers will soon get savings accounts and a credit card as Revolut commits nearly AUD $400 million to its local banking push.

By Karen Joy Bacudo • 4 min read • Last week
MoneySuperMarket launches investment app with Seccl
Fintech

MoneySuperMarket launches investment app with Seccl

Customers can now start investing from GBP £1 as the comparison site broadens its app into wealth products and deepens ties with users.

By Karen Joy Bacudo • 4 min read • Last week
E*TRADE rolls out crypto trading for retail clients
Crypto

E*TRADE rolls out crypto trading for retail clients

Eligible clients can now trade Bitcoin, Ethereum and Solana on the brokerage, as Morgan Stanley deepens E*TRADE's push into digital assets.

By Karen Joy Bacudo • 4 min read • This month
OneVest powers CST Spark's digital education savings
Software-as-a-Service

OneVest powers CST Spark's digital education savings

Families saving for post-secondary education in Canada can now open accounts online in English and French, with less paperwork and faster checks.

By Karen Joy Bacudo • 4 min read • This month
Asian investors pile into equities as bond flows slide
Artificial Intelligence

Asian investors pile into equities as bond flows slide

Asia's fund investors shifted towards shares in the first half of 2026, with bond funds sliding to net outflows of USD $3.1 billion.

By Karen Joy Bacudo • 4 min read • This month
Moneyhub powers Paragon's new Open Banking Cash ISA
Data Analytics

Moneyhub powers Paragon's new Open Banking Cash ISA

The app's first Cash ISA lets savers move money automatically from current accounts, as Spring passes GBP £1 billion in deposits.

By Karen Joy Bacudo • 4 min read • This month
Kraken rebuilds mobile app around users' financial goals
Crypto

Kraken rebuilds mobile app around users' financial goals

The redesign is aimed at making crypto trading less daunting for users seeking help to buy a house, save for retirement or build a cushion.

By Karen Joy Bacudo • 3 min read • This month