Wealth management Stories - Page 3

UK Stories

Wealth management stories

Firenze raises GBP £6 million to expand Lombard lending

Borrowers can now tap cash within 24 hours as the fintech plans to broaden products and double staff after fresh backing.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

Raindrop reunites GBP £447 million in lost pensions

UK savers are missing billions in retirement funds, as the platform tracked 61,858 pots in the quarter, up 497% year on year.

By Karen Joy Bacudo • 4 min read • Last month

Customer Relationship Management

WealthAi names Pratim Das as Chief Technology Officer

The London start-up is adding senior AI expertise as wealth managers seek secure tools that fit regulated workflows without replacing core systems.

By Sofiah Nichole Salivio • 4 min read • Last month

Global Stories

Wealth management stories

Digital Transformation

Global study finds 78% use AI for investment insights

AI use in investing is now mainstream, with 78.3% of 2,100 respondents across 19 countries saying they consult tools for insights.

By Karen Joy Bacudo • 4 min read • Last month

Software-as-a-Service

Addepar opens Singapore hub to expand Asia-Pacific reach

The move will bring product and commercial teams closer to Asian clients as the wealth-tech firm targets faster growth across regional markets.

By Sean Mitchell • 3 min read • Last month

Digital Transformation

WealthArc launches AI agent to structure portfolio data

It is aimed at cutting manual reformatting and reconciliation of inconsistent custodian records for wealth managers handling multi-source portfolio data.

By Karen Joy Bacudo • 4 min read • Last month

Space Technologies

Bitget launches IPO Prime with SpaceX-linked pre-sale

Retail investors can now buy into pre-IPO exposure to SpaceX through a tokenised product as exchanges seek new fee streams.

By Karen Joy Bacudo • 4 min read • Last month

DevOps

Ascendion named HFS market leader in agentic services

The ranking spotlights growing buyer demand for proven AI savings as enterprises shift from pilots to production across core operations.

By Sofiah Nichole Salivio • 3 min read • Last month

Fintech

Webull UK cuts commission on US & Hong Kong shares

UK retail investors can now trade Hong Kong shares for free on Webull, as the broker adds a flexible Stocks and Shares ISA.

By Karen Joy Bacudo • 4 min read • Last month

Stories from Other Regions

Wealth management stories

Data Analytics

Standard Chartered & A*STAR launch S$15 million AI lab

The three-year tie-up aims to speed up fraud detection and portfolio analysis, as banks race to turn AI research into daily operations.

By Karen Joy Bacudo • 4 min read • Last month

Crypto

Singapore sandwich class turns to crypto for stability

Middle-income households in Singapore are increasingly using cryptocurrency to diversify portfolios and buffer rising costs, a new survey shows.

By Karen Joy Bacudo • 3 min read • Last month

Unified Communications

CIMB Niaga launches AI agents for Indonesian bank staff

The rollout could speed up advice and call handling for millions of Indonesian customers while keeping staff in control of regulated decisions.

By Karen Joy Bacudo • 5 min read • Last month

Software-as-a-Service

Pello buys ByAllAccounts as Morningstar stays customer

Morningstar users should see no immediate change as the firm keeps using ByAllAccounts after selling the data aggregation unit to Pello.

By Karen Joy Bacudo • 4 min read • Last month

Crypto

EX.IO & Payment Asia explore Hong Kong stablecoins

Hong Kong merchants may soon gain stablecoin payment and settlement options as the two firms test licensed digital assets under the new regime.

By Karen Joy Bacudo • 4 min read • Last month

Productivity

Aware Super gains adviser-ready fund accreditation

The recognition may make it easier for advisers to place clients with Aware Super, as its member numbers using them have almost doubled since June 2024.

By Sofiah Nichole Salivio • 3 min read • Last month

Data Protection

Feijoa named INFINZ innovation finalist for KiwiSaver app

Round-ups of coffee and grocery buys could lift KiwiSaver balances by nearly USD $1,000 a year without changing budgets.

By Karen Joy Bacudo • 4 min read • Last month

Digital Transformation

FinTech Australia appoints Xero policy chief Grace Gown

The appointment comes as Australia’s fintech sector pushes for rules that could lift its economic contribution from $13.6 billion to $38 billion by 2035.

By Joseph Gabriel Lagonsin • 4 min read • Last month