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Wealth management Stories - Page 10

Kiwi Stories

Wealth management stories

NZ luxury homes scarce as visa change drives demand
Smart Cities

NZ luxury homes scarce as visa change drives demand

New Zealand faces a squeeze in ultra-luxury homes as visa rule changes unleash overseas demand for properties above NZD $5 million.

By Joseph Gabriel Lagonsin • 6 min read • Mon, 9th Mar 2026

Global Stories

Wealth management stories

Backbase names Didier Van der Coelden CFO for AI push
Software-as-a-Service

Backbase names Didier Van der Coelden CFO for AI push

Backbase appoints Didier Van der Coelden as CFO to steer growth and AI-led banking platform expansion across its global operations.

By Sofiah Nichole Salivio • 3 min read • Mon, 9th Mar 2026
Addepar unveils Addison AI to power wealth insights
Data Analytics

Addepar unveils Addison AI to power wealth insights

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.

By Karen Joy Bacudo • 3 min read • Fri, 6th Mar 2026
MSCI names Dinesh Gupta Chief Data & Operations Head
Data Analytics

MSCI names Dinesh Gupta Chief Data & Operations Head

MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.

By Mark Tarre • 3 min read • Wed, 4th Mar 2026
AI scales in APAC finance as tokenisation gains pace
Digital Transformation

AI scales in APAC finance as tokenisation gains pace

APAC finance firms race to scale AI from pilots to production as tokenisation and blockchain investments signal deeper market overhaul ahead.

By Karen Joy Bacudo • 4 min read • Tue, 3rd Mar 2026
Anthropic boosts Claude Cowork with new plugins, admin tools
Software-as-a-Service

Anthropic boosts Claude Cowork with new plugins, admin tools

Anthropic upgrades Claude Cowork with private plugin marketplaces, richer admin controls and Office-linked workflows for enterprise teams.

By Mark Tarre • 4 min read • Fri, 27th Feb 2026
Aviva names Chris Cochrane as next group CIO for 2026
Digital Transformation

Aviva names Chris Cochrane as next group CIO for 2026

Aviva has named Chris Cochrane as its next group Chief Information Officer, with his appointment due to take effect in summer 2026.

By Sofiah Nichole Salivio • 3 min read • Wed, 25th Feb 2026
Contented raises NZD $4.1m to fuel AI expansion
Customer Relationship Management

Contented raises NZD $4.1m to fuel AI expansion

Christchurch AI startup Contented raises NZD $4.1m seed round to grow its meeting-minutes platform and push into Australia, UK and US.

By Melania Watson • 4 min read • Thu, 12th Feb 2026
ZeroDrift raises USD $2m to power real-time compliance
Customer Relationship Management

ZeroDrift raises USD $2m to power real-time compliance

ZeroDrift emerges from stealth with USD $2m to automate real-time compliance checks on outbound communications in regulated industries.

By Sofiah Nichole Salivio • 4 min read • Wed, 11th Feb 2026

Stories from Other Regions

Wealth management stories

Robinhood unveils family hub, trusts & platinum card
Wearables

Robinhood unveils family hub, trusts & platinum card

Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.

By Karen Joy Bacudo • 5 min read • Tue, 10th Mar 2026
Two-thirds of UK digital investors risk locked assets
Digital Transformation

Two-thirds of UK digital investors risk locked assets

Two-thirds of UK digital investors risk locking away wealth, as most leave no clear instructions for others to access online assets.

By Karen Joy Bacudo • 4 min read • Fri, 6th Mar 2026
Poems Australia launches broker-run online trading app
Fintech

Poems Australia launches broker-run online trading app

Phillip Capital Australia debuts Poems Australia, a broker-run trading app offering in-house execution, custody and access to 12 global markets.

By Catherine Knowles • 3 min read • Fri, 27th Feb 2026
Aware Super launches digital tool to boost retiree income
Fintech

Aware Super launches digital tool to boost retiree income

Aware Super rolls out Retirement Manager tool after a pilot saw retirees choosing higher incomes above the minimum pension drawdown rate.

By Mark Tarre • 4 min read • Thu, 26th Feb 2026
Selfwealth by Syfe relaunches app with auto-invest tool
Fintech

Selfwealth by Syfe relaunches app with auto-invest tool

Selfwealth by Syfe relaunches its app in Australia with an auto-invest tool, helping 130,000 users make disciplined, scheduled investments.

By Sean Mitchell • 4 min read • Mon, 23rd Feb 2026
Exclusive: TD's Josh Death on the patents that follow financial innovation
Unified Communications

Exclusive: TD's Josh Death on the patents that follow financial innovation

TD's head of intellectual property explains why patents have become central to banking innovation, from mobile to responsible AI.

By Jake MacAndrew • 4 min read • Fri, 20th Feb 2026
Boman Group appoints China expert to advisory board
Risk & Compliance

Boman Group appoints China expert to advisory board

Boman Group appoints China specialist Professor Charles Qin to its advisory board as it expands cross-border investment across the region.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 12th Feb 2026
Zerocap unveils Bitcoin-to-ETF swap & credit tools
Crypto

Zerocap unveils Bitcoin-to-ETF swap & credit tools

Zerocap unveils instant Bitcoin-to-IBIT swap, letting big investors move into BlackRock's spot ETF structure without exiting BTC exposure.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 10th Feb 2026