Tag: PwC

Artificial intelligence is no longer a futuristic concept in wealth management—it is rapidly transforming how relationship managers (RMs) and advisors work, engage with clients,...

Objectway, a Milan-headquartered WealthTech provider of software and services to financial institutions, has secured a majority investment from international private equity firm Cinven.

Artificial intelligence is fast becoming the backbone of modern wealth management, helping financial advisors and relationship managers balance personal touch with powerful data-driven insights. Tasks...

DataSnipper and Microsoft have announced a new collaboration aimed at bringing AI agents into audit and finance workflows.

DynaRisk, a London-based cyber risk management company, has raised $4.7m in funding to expand its international footprint and accelerate product innovation. The investment round was...

Diversity in the financial ecosystem is no longer a trend—it’s the norm. Gone are the days when personal finance required visiting a physical bank...

The first half of 2025 has revealed clear shifts in wealth management, with firms moving beyond discussions of investment strategies to focus on access, personalisation, experience and automation. Kidbrooke, which offers a unified analytics solution for investment and wealth firms, recently outlined the four trends are shaping how advice is delivered, scaled and humanised across the sector.

Selecting the right ESG reporting solution has become a crucial decision for companies aiming to manage their sustainability reporting obligations efficiently.

Five FinTech startups have each been awarded £50,000 to advance innovations that enhance financial inclusion, strengthen financial resilience, and improve consumer engagement in financial services.

Fenergo, a leading provider of AI-driven Client Lifecycle Management (CLM), Know Your Customer (KYC), and Anti-Money Laundering (AML) transaction monitoring solutions, has announced a strategic partnership with PwC.