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Wealth management Stories - Page 11

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Wealth management stories

Banks struggle to turn AI spending into real revenue gains
Digital Transformation

Banks struggle to turn AI spending into real revenue gains

Banks worldwide pour billions into AI, but Dyna.Ai warns only a small minority are turning pilots into tangible, scalable revenue gains.

By Shannon Williams • 4 min read • Wed, 4th Feb 2026
WealthArc expands custodian network & builds AI agents
Data Analytics

WealthArc expands custodian network & builds AI agents

WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.

By Sofiah Nichole Salivio • 4 min read • Tue, 3rd Feb 2026
Azzet appoints Henry Stoever to board for global push
EduTech

Azzet appoints Henry Stoever to board for global push

Azzet names governance veteran Henry Stoever to its board as it accelerates the global rollout of its premium asset marketplace.

By Joseph Gabriel Lagonsin • 3 min read • Fri, 30th Jan 2026
HCLTech to buy Singapore wealth consultancy Finergic
Digital Transformation

HCLTech to buy Singapore wealth consultancy Finergic

HCLTech moves to deepen its wealth management push with a deal to acquire Singapore-based consultancy Finergic, pending approval by 2026.

By Karen Joy Bacudo • 3 min read • Wed, 28th Jan 2026
Synechron unveils Agentic AI suite for regulated sectors
Security Information and Event Management

Synechron unveils Agentic AI suite for regulated sectors

Synechron has launched an Agentic AI suite to automate mission-critical workflows in heavily regulated financial and insurance sectors.

By Catherine Knowles • 3 min read • Wed, 21st Jan 2026
Anthropic plans Australian office in global AI push
Digital Transformation

Anthropic plans Australian office in global AI push

Anthropic is setting up an Australian office in Sydney as Claude adoption soars, anchoring a wider global expansion and hiring push.

By Mark Tarre • 5 min read • Tue, 20th Jan 2026
Global fintech funding climbs 21% as UK takes second spot
Data Analytics

Global fintech funding climbs 21% as UK takes second spot

Global fintech funding jumped 21% to USD $53 billion in 2025, as the UK secured second place worldwide with USD $3.6 billion.

By Mark Tarre • 5 min read • Mon, 12th Jan 2026

Stories from Other Regions

Wealth management stories

Revolut hits 1m Aussie users, plans AUD $400m push
Disaster Recovery

Revolut hits 1m Aussie users, plans AUD $400m push

Revolut passes 1m Australian customers and vows nearly AUD $400m investment, stepping up its challenge to local digital banking rivals.

By Melania Watson • 4 min read • Mon, 9th Feb 2026
WealthAi raises $1m to expand UK AI wealth platform
Customer Relationship Management

WealthAi raises $1m to expand UK AI wealth platform

WealthAi secures $1m pre-seed to scale its modular AI wealth platform for UK advisers, targeting system sprawl and manual workflows.

By Catherine Knowles • 4 min read • Fri, 30th Jan 2026
Upvest, Boerse Stuttgart partner on securitised trades
Fintech

Upvest, Boerse Stuttgart partner on securitised trades

Upvest links with Boerse Stuttgart to add securitised derivatives trading to its Investment API for banks and fintechs across Europe.

By Mark Tarre • 4 min read • Thu, 29th Jan 2026
Openmarkets in USD $300m SPAC merger for Nasdaq listing
Software-as-a-Service

Openmarkets in USD $300m SPAC merger for Nasdaq listing

Sydney-based Openmarkets to go public on Nasdaq via USD $300m SPAC merger with Lake Superior, targeting completion in 2026.

By Karen Joy Bacudo • 3 min read • Wed, 28th Jan 2026
Asian investors favour bonds as fixed income dominates
Foreign exchange

Asian investors favour bonds as fixed income dominates

Asian investors poured USD $28.2 billion into bond funds in 2025, making fixed income the region's anchor allocation amid volatility.

By Mark Tarre • 4 min read • Wed, 21st Jan 2026
FinTech Australia opens entries for 2026 Finnie Awards
Crypto

FinTech Australia opens entries for 2026 Finnie Awards

FinTech Australia opens entries for the 2026 Finnie Awards, marking the programme's tenth year with revamped categories and a new Sydney venue.

By Mark Tarre • 4 min read • Mon, 19th Jan 2026
Beyond Insights symposium spotlights megatrends, discipline
Virtualisation

Beyond Insights symposium spotlights megatrends, discipline

Beyond Insights' Kuala Lumpur symposium draws record hybrid turnout, urging Malaysian retail investors to act on megatrends with discipline.

By Karen Joy Bacudo • 3 min read • Thu, 15th Jan 2026
Select ID gains UK DIATF & ISO 27001 security nods
Data Protection

Select ID gains UK DIATF & ISO 27001 security nods

Select ID becomes UK's only dedicated identity orchestration network with DIATF status and ISO 27001, boosting reusable digital IDs for finance.

By Karen Joy Bacudo • 4 min read • Wed, 14th Jan 2026
Griffin processes GBP £3 billion as revenue surges
Disaster Recovery

Griffin processes GBP £3 billion as revenue surges

UK bank Griffin posts fivefold revenue surge as it processes GBP £3 billion in payments and signs more than 50 platform customers.

By Kaleah Salmon • 3 min read • Mon, 12th Jan 2026
Animoca backs GROW Digital Wealth in Hong Kong pivot
Crypto

Animoca backs GROW Digital Wealth in Hong Kong pivot

Animoca backs GROW's Hong Kong wealth arm in a strategic deal to build a regulated Asia platform spanning crypto and traditional assets.

By Catherine Knowles • 3 min read • Mon, 12th Jan 2026