Tag: private banking

Wealth management is approaching a structural inflection point as artificial intelligence shifts from isolated experimentation to becoming embedded in decision-critical workflows. Across advisory businesses, AI...

NatWest and Evelyn Partners have announced a major transaction that will reshape the domestic private banking and wealth management landscape. The acquisition is designed to...

Germany’s fast-growing Affluent segment is beginning to redefine the country’s wealth landscape, creating one of Europe’s most significant opportunities for banks and wealth managers. fincite,...

HSBC’s Swiss private bank is winding down relationships with more than 1,000 ultra-high-net-worth clients across the Middle East after classifying many of them as...

HSBC Private Bank has launched a new generative AI-powered platform called Wealth Intelligence, aimed at transforming the way its wealth management staff serve clients.

Velexa has joined forces with CSB Investors Group to roll out a multi-tenant enterprise investment platform now operating across four jurisdictions: the UK, Malta, Mauritius, and the Cook Islands.

In the competitive world of private banking, reputation, discretion and personalised service are vital — but so is the ability to navigate complex regulatory...

Capgemini’s World Wealth Report 2025 casts a sharp light on one of the most significant transitions underway in financial services today—the global generational wealth transfer. fincite, a WealthTech platform supporting investment advice from onboarding to reporting, recently delved into the report.

As the global wealth management industry edges towards an estimated $171trn by 2027, firms face mounting pressure to keep pace with technological advancement and shifting client expectations. The sector, valued at $1.83trn in 2024, is undergoing a fundamental transformation, driven by the need for more personalised, real-time, and seamless digital interactions.

RockFi, a Paris-based FinTech company, has successfully raised €3m in a fundraising round.