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Wealth management Stories - Page 13

American Stories

Wealth management stories

Global Stories

Wealth management stories

ISG sells 75% stake to Shaw & Partners for NZD $67.5 million
DLA Piper

ISG sells 75% stake to Shaw & Partners for NZD $67.5 million

ISG has sold a 75% stake to Shaw and Partners for NZD $67.5 million, marking a major step in its growth and partnership with Switzerland's EFG International.

By Kaleah Salmon • 3 min read • Mon, 18th Aug 2025
Gresham names Hayley Zhu Sales Director to lead APAC growth
Fintech

Gresham names Hayley Zhu Sales Director to lead APAC growth

Gresham appoints Hayley Zhu as Sales Director to drive growth and lead strategy across Asia-Pacific's evolving financial technology landscape.

By Jed Nykolle Harme • 3 min read • Fri, 18th Jul 2025
Backbase names Adrian McPhee CTO to lead global AI banking push
Data Analytics

Backbase names Adrian McPhee CTO to lead global AI banking push

Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.

By Melvin Hipolito • 3 min read • Fri, 27th Jun 2025
KX & NVIDIA launch AI Banker Agent to boost global trading
Data Analytics

KX & NVIDIA launch AI Banker Agent to boost global trading

KX and NVIDIA have launched the AI Banker Agent, an AI system designed to enhance real-time decision-making and client service in global trading markets.

By Catherine Knowles • 4 min read • Thu, 12th Jun 2025
Salesforce launches Agentforce AI agents for financial services
Digital Transformation

Salesforce launches Agentforce AI agents for financial services

Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.

By Shannon Williams • 5 min read • Thu, 22nd May 2025

Stories from Other Regions

Wealth management stories

Max Bonpain joins Openmarkets as Chief Marketing Officer to drive growth
Fintech

Max Bonpain joins Openmarkets as Chief Marketing Officer to drive growth

Max Bonpain has joined Openmarkets as Chief Marketing Officer to spearhead growth and international expansion in wealth and finance sectors.

By Melvin Hipolito • 3 min read • Tue, 19th Aug 2025
Colonial First State expands AI tools to boost service & advice
Digital Transformation

Colonial First State expands AI tools to boost service & advice

Colonial First State deploys GPT-4 AI tools to enhance customer service, advisor support, and efficiency for over three million clients in wealth management.

By Kaleah Salmon • 4 min read • Fri, 1st Aug 2025
How to invest like you're uber rich (even if you're not!)
Crypto

How to invest like you're uber rich (even if you're not!)

Tokenisation and blockchain tech are breaking barriers, letting everyday investors access alternative assets once reserved for the ultra-wealthy.

By Paul Quickenden • 5 min read • Fri, 1st Aug 2025
FNZ & Microsoft unite to transform wealth management with AI
Unified Communications

FNZ & Microsoft unite to transform wealth management with AI

FNZ and Microsoft have formed a five-year global partnership to integrate AI into wealth management, enhancing digital experiences for advisors and clients worldwide.

By Sean Mitchell • 4 min read • Mon, 28th Jul 2025
Calastone to be acquired by SS&C in £766 million deal
Digital Transformation

Calastone to be acquired by SS&C in £766 million deal

SS&C will acquire Calastone for £766 million, expanding its global fund technology network and boosting services in wealth and asset management.

By Catherine Knowles • 3 min read • Fri, 25th Jul 2025
Exclusive: How Afterburner's AI speeds up mortgage advice & frees up advisors
Data Analytics

Exclusive: How Afterburner's AI speeds up mortgage advice & frees up advisors

New Zealand startup Afterburner uses AI to cut mortgage advice admin from hours to seconds, freeing advisors for more client interaction and growth.

By Melania Watson • 4 min read • Mon, 21st Jul 2025
Block Earner offers first Bitcoin-backed home loan in Australia
Crypto

Block Earner offers first Bitcoin-backed home loan in Australia

Block Earner launches Australia's first Bitcoin-backed home loan, letting investors use Bitcoin as security for deposit finance without selling their crypto.

By Catherine Knowles • 4 min read • Fri, 18th Jul 2025
WeMoney & women leaders shine at 2025 Finnie Awards in Sydney
Fintech

WeMoney & women leaders shine at 2025 Finnie Awards in Sydney

WeMoney wins three awards including FinTech Organisation of the Year at Sydney's 2025 Finnie Awards, with female leaders also honoured for their innovation.

By Kaleah Salmon • 4 min read • Tue, 1st Jul 2025
MUFG completes Perpetual onboarding for cross-divisional mandate
Digital Transformation

MUFG completes Perpetual onboarding for cross-divisional mandate

MUFG Pension & Market Services has completed onboarding Perpetual Investment Management as its first group-wide client with a cross-divisional administration mandate.

By Catherine Knowles • 3 min read • Thu, 26th Jun 2025
Short-term focus slows digital transformation for UK firms
Digital Transformation

Short-term focus slows digital transformation for UK firms

One in five UK firms hamper digital transformation by prioritising short-term gains, delaying tech investments, and feeling pressure for quick ROI, says Crosstide.

By Jed Nykolle Harme • 3 min read • Fri, 6th Jun 2025
Griffin unveils MCP Server to boost AI agents in banking
Fintech

Griffin unveils MCP Server to boost AI agents in banking

Griffin has launched its MCP Server, enabling AI agents to open accounts, make payments and analyse transactions within banking systems securely.

By Sean Mitchell • 3 min read • Fri, 30th May 2025
EastWest chooses Temenos SaaS to upgrade banking platform
Software-as-a-Service

EastWest chooses Temenos SaaS to upgrade banking platform

EastWest Banking Corporation partners with Temenos to adopt a SaaS core banking platform, boosting digital transformation and operational efficiency.

By Jed Nykolle Harme • 3 min read • Wed, 28th May 2025