Tag: private banking

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.