Deutsche Bank Deploys Agentic AI to Automate Source of Wealth Checks in Private Banking
Deutsche Bank Private Bank has introduced an Agentic AI-powered solution designed to streamline Source of Wealth checks during client onboarding,…
WealthTech
WealthTech is transforming how individuals and institutions invest, manage portfolios, and access financial markets. As banks, fintech companies, and asset managers adopt advanced digital platforms, wealth management is becoming increasingly automated, data-driven, and accessible to a wider audience. This section explores the technologies powering the next generation of investment services, including robo advisors, AI-driven portfolio management tools, digital brokerage platforms, automated investing solutions, and emerging AI investing tools offered by both traditional banks and fintech innovators.
EDITOR’S PICK
How Betterment Helped Pioneer Robo-Advisory Wealth Management
Digital wealth management has become one of the fastest-growing segments of financial technology, transforming how individuals invest and manage their portfolios.
WealthTech’s Platform Value Gap Is Becoming a Management Problem
Wealth managers have spent years replacing legacy systems, building digital experiences and equipping advisers with increasingly sophisticated technology, yet the…
Investec Selects Infosys Finacle to Modernise Core Banking Across Multiple Markets
International banking and wealth management group Investec is embarking on a significant technology modernisation programme after selecting Infosys Finacle’s cloud-native…
Goldman Sachs Unveils Private Markets Platform For High Net Worth Access
Private markets are becoming an increasingly important part of wealth management as high-growth companies remain private for longer and wealthy…
Mintos Introduces Zero-Fee ETF Investing Across Europe Starting at One Euro
Exchange-traded funds (ETFs) are rapidly becoming the preferred investment vehicle for retail investors across Europe, driven by greater accessibility, lower…
Botswana Stock Exchange Connects to ADX Tabadul Hub for Cross-Border Trading
Cross-border stock market connectivity is moving beyond regional partnerships into a more global model. The Botswana Stock Exchange (BSE) has…
Vanguard Expands Active Debt Lineup with Global Short-Term Core Bond Fund
Vanguard has expanded its active fixed-income offering with the launch of the Vanguard Global Short-Term Core Bond Fund, a globally…
HSBC Executes First Digitally Native Structured Note Issuance in Hong Kong
Capital markets are steadily moving beyond experimenting with blockchain technology and into live production environments where entire financial instruments are…
Standard Chartered Partners with BlackRock For APAC Multi-Asset Fund
Standard Chartered is strengthening its wealth management platform with the launch of a new Asia-Pacific focused multi-asset fund in partnership…
Finnovate Financial Services Secures $2M to Launch Portfolio Management Services
Finnovate Financial Services has raised $2 million in a pre-Series A funding round shortly after securing its Portfolio Management Services…