Wealth management Stories

Global Stories

Wealth management stories

DTCC appoints Samir Pandiri as Chief Client Officer

The move strengthens DTCC's client-facing leadership as markets demand more support on trading, settlement and reporting complexity.

By Sofiah Nichole Salivio • 4 min read • 2 days ago

Data Analytics

HCLTech study says wealth managers lag on AI readiness

Despite near-universal AI plans, only 7% of wealth firms are building agentic systems, widening the gap between ambition and execution.

By Mara Sugue • 4 min read • 2 days ago

Fintech

DTCC & iCapital partner on private markets infrastructure

The tie-up could make private investments easier to handle for wealth advisers and asset managers as demand for alternatives grows.

By Karen Joy Bacudo • 4 min read • 3 days ago

Software-as-a-Service

Bravura names new APAC leaders to boost global wealth

Bravura is tightening links between regions as it seeks to help clients across Asia Pacific and EMEA navigate wealth software changes.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

Bybit launches global campaign to broaden financial platform

Users can now access stocks, gold and foreign exchange alongside crypto as the exchange pushes into payments, wealth and AI tools.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

Cook Islands trust registrations hit record amid US demand

Record registrations underscore the Cook Islands' growing reliance on US-backed trust business, even as local staffing gaps widen.

By Karen Joy Bacudo • 5 min read • Last month

Software-as-a-Service

Portage closes USD $600 million fourth ventures fund

Fresh capital will back fintech startups as banks and insurers speed up digital modernisation, with Portage now overseeing USD $7.0 billion in assets.

By Karen Joy Bacudo • 4 min read • Last month

Data Protection

WealthAi appoints Lynn Räbsamen as Chief Markets Officer

The hire signals growing pressure on wealth managers to adopt AI with tighter controls as firms look for clearer governance and oversight.

By Karen Joy Bacudo • 4 min read • Last month

Data Protection

Cook Islands trust boom opens fintech & regtech market

Rising trust registrations are forcing Cook Islands firms to invest in compliance, payments and cybersecurity systems to serve overseas clients.

By Karen Joy Bacudo • 4 min read • Last month

Customer Relationship Management

Zocks links client data platform to Claude for advisers

Advisers can now draft reviews and tax summaries with client context drawn from Zocks' conversation data, while keeping access read-only.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

Anthropic introduces Claude for financial advisers

Advisers could save hours on prep and compliance as the new Claude plugin links into portfolio, CRM and planning systems, Anthropic said.

By Karen Joy Bacudo • 5 min read • Last month

Stories from Other Regions

Wealth management stories

Crypto

HSBC names Hong Kong stablecoin RedCoin after survey

Customer concerns over fraud and regulation are shaping a cautious rollout, with the bank planning to start on its own digital channels in Hong Kong.

By Karen Joy Bacudo • 3 min read • Today

Robotics

NonPublic tops USD $500 million on private tech demand

Australian investors' appetite for private US tech stakes has lifted NonPublic above USD $500 million in assets under administration.

By Raphael Veloso • 3 min read • Last week

Digital Transformation

Provident Bank unifies account opening across 135 branches

More than 800 staff will spend less time juggling systems as the bank shifts consumer and business account opening onto one platform.

By Karen Joy Bacudo • 3 min read • Last week

Data Protection

Singapore consumers wary of AI agents making purchases

Despite strong interest in AI shopping tools, most Singapore consumers want to approve each purchase themselves, a Global Payments survey found.

By Sean Mitchell • 4 min read • Last week

Encryption

Bill Harris launches Evergreen.ai financial advice app

It aims to widen access to personalised money guidance as consumers increasingly turn to AI for budgeting, investing and tax help.

By Karen Joy Bacudo • 4 min read • Last week

Software-as-a-Service

TD's Layer 6 invests CAD $25 million in Cohere AI tie-up

The bank's AI push aims to improve staff productivity and client service as it tests secure tools with Cohere and its Layer 6 unit.

By Jake MacAndrew • 3 min read • Last week

Fintech

Feijoa users add NZD $4.5m to KiwiSaver through round-ups

Round-up saving has pushed more than 7,000 users towards retirement balances, with self-employed New Zealanders making up about a third of Feijoa's base.

By Karen Joy Bacudo • 3 min read • Last week