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Wealth management stories

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KX & NVIDIA launch AI Banker Agent to boost global trading
This month
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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.
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Short-term focus slows digital transformation for UK firms
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digital transformation
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One in five UK firms hamper digital transformation by prioritising short-term gains, delaying tech investments, and feeling pressure for quick ROI, says Crosstide.
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Griffin unveils MCP Server to boost AI agents in banking
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Griffin has launched its MCP Server, enabling AI agents to open accounts, make payments and analyse transactions within banking systems securely.
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EastWest chooses Temenos SaaS to upgrade banking platform
Last month
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EastWest Banking Corporation partners with Temenos to adopt a SaaS core banking platform, boosting digital transformation and operational efficiency.
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Salesforce launches Agentforce AI agents for financial services
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digital transformation
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Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.
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Bravura boosts Midwinter team as assets reach AUD $9 trillion
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Bravura Solutions boosts Midwinter team with senior hires and promotions to fuel growth in financial planning technology across Australia and beyond.
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Syfe & BlackRock partner to expand private credit access in Singapore
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Syfe teams up with BlackRock to offer Accredited Investors in Singapore exclusive access to US middle market private credit, requiring lower minimum investments.
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Revolut reports record profits in Australia & globally for 2024
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Revolut reported record 2024 results with AUD $4.4m net profit in Australia and USD $1.0bn globally, driven by surging customers and revenues.
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Booster’s Savvy card awarded for innovation in finance
Thu, 17th Apr 2025
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payment technologies
Booster’s Savvy debit card, linked to an investment account, is a finalist at NZ’s INFINZ Awards, gaining local and global recognition for innovation.
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AI trust varies among New Zealand financial service users
Mon, 31st Mar 2025
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A Salesforce report reveals New Zealand consumers show mixed trust in AI within financial services, highlighting a growing expectation for lower fees and faster transactions.
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Eva Zhuang becomes first female Partner at Boman Group
Fri, 14th Mar 2025
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Boman Group has appointed Eva Zhuang as a Partner, making her the first woman in the role, as the firm prepares to launch new funds in 2024.
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Endowus teams with Twilio to enhance platform security
Wed, 12th Mar 2025
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cybersecurity
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fraud
Endowus has teamed up with Twilio to enhance security on its digital wealth platform, addressing a surge in fraud cases with advanced verification measures.
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MUSE unveils luxury asset investment platform with USD$150m
Wed, 12th Mar 2025
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data analytics
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supply chain
MUSE has unveiled a digital investment platform for luxury assets, enabling investors to trade items like rare handbags and fine wines as investment-grade assets.
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IWD 2025: The next billion users - Why Women will shape the future of Fintech
Fri, 7th Mar 2025
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As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.
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SharedAffairs launches digital estate platform in the UK
Thu, 6th Mar 2025
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blockchain
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cloud services
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digitisation
SharedAffairs has launched a digital estate planning platform in the UK, aimed at simplifying the documentation of assets and final wishes during a £1 trillion wealth transition.
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NTT DATA report reveals rise in AI adoption in banking
Wed, 5th Mar 2025
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NTT DATA's latest report reveals that 58% of banks globally are fully adopting generative AI, marking a crucial shift towards its integration in banking operations.
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UBS report: entrepreneurs eye AI for industry growth
Thu, 6th Feb 2025
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digital transformation
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ai
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cybersecurity
UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.
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Revolut applies for banking licence in New Zealand
Mon, 9th Dec 2024
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wealth management
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financial services
Revolut has lodged an application to become a registered bank in New Zealand, aiming to enhance financial services for Kiwis with innovative solutions.
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Why your money buys less every year — and how to fight back
Tue, 3rd Dec 2024
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As inflation erodes purchasing power, experts advise investing in assets that outpace price rises to safeguard your finances against currency debasement.
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Bravura appoints Knowles & Jessurun to drive expansion
Tue, 26th Nov 2024
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digital transformation
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global expansion
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bravura solutions
Bravura Solutions has appointed Aaron Knowles as Global Head of Product Management and Rob Jessurun as Business Development Director to aid global expansion.