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,…
Tag: Wealth Management
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…
AI Agents Could Break Wealth Management’s Old Economics
Wealth management has always contained an uncomfortable equation: the more personalised the service becomes, the more expensive it is to…
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…
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…
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…
The Great Wealth Transfer Is Forcing Banks to Rethink Advice
An estimated tens of trillions of dollars are set to change hands over the next two decades as Baby Boomers…
Vidrio Financial Launches VIP Ecosystem for Alternative Investments
Private markets have long been characterised by fragmented data, manual workflows and disconnected stakeholder networks. As institutional investors increase allocations…
The End of T+1? Why Investment Banks Are Preparing for Real-Time Settlement
When the United States moved to T+1 settlement in 2024, the industry treated it as one of the most significant…
The $25 Trillion Market Quietly Going Digital
Public markets may dominate headlines, but some of the biggest changes in finance are happening behind closed doors. A global…