Tag: AI in Wealth Management

UK cemented its place as the leader in the European WealthTech...

Key European WealthTech investment stats in 2025: European WealthTech deal activity dropped by 59% YoY UK cemented its place as the leader in the...

Hyper-personalisation reshapes the future of WealthTech

Wealth management is experiencing a fundamental shift in how advice is delivered and perceived. Client expectations are no longer anchored to annual reviews or...

Digital wealth management: three trends reshaping 2026

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

Fincite’s Ralf Heim honoured as Entrepreneur of the Year

Ralf Heim has been named Entrepreneur of the Year 2025, a major recognition for the co-founder and co-CEO of fincite. The award was presented by...

The rise of agentic AI in modern wealth firms

Wealth management is entering a decisive new era, with artificial intelligence reshaping what advisers, clients, and financial institutions can realistically achieve. IntellectAI, which offers wealth...

UK firms continue to dominate the European WealthTech market securing 70%...

Key European WealthTech investment stats in Q3 2025: European WealthTech funding dropped by 19% YoY in Q3 UK firms secured 70% of the top...

AI is transforming the digital-first wealth client

Wealth management is undergoing one of the most profound shifts in its history, driven by rapid advances in data analytics, automation and artificial intelligence. As...

Over half of wealth management executives view AI as key to...

Wealth Management Trends 2025: 520 wealth executives across 20 countries shared how AI is set to reshape client services and operations 54% of wealth...

IntellectAI on building future-ready wealth management firms

Digital disruption is rapidly reshaping the wealth management landscape, forcing firms to rethink how they deliver services and build long-term client trust.

Prometeia and everyoneINVESTED launch digital advisory platform

Prometeia, a long-standing provider of advisory and portfolio monitoring solutions, has teamed up with everyoneINVESTED, the digital investment arm that originated within KBC Group,...

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