Tag: Wealth management
What were the big WealthTech trends in H1 2026?
The first six months of 2026 were unpredictable, with major developments that have heavily impacted global markets. With the dynamic landscape, what were the...
Why AI could strip banks of their last advantage
For decades, banks built their wealth management business on knowing more than their clients. According to fincite, that advantage has already slipped away, and...
US extended dominance as the leader in the WealthTech market with...
Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2
US extended dominance as the leader in...
Why private banks are ditching fragmented advisory tools
Which software do leading private banks rely on for investment advisory? According to WealthTech firm fincite, the honest answer is not one product but...
Why the annual review may become a premium service
The annual review is itself under review, and according to WealthTech provider Ortec Finance, the commercial consequences could be profound. The Financial Conduct Authority's consultation...
The hidden risk of all-in-one compliance platforms
Financial services firms are becoming larger, more complex and increasingly interconnected, but that does not necessarily mean their compliance technology should follow the same...
California emerged as the main US WealthTech hub in Q2 as...
Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY
California emerged as the main US WealthTech hub...
Why slow onboarding is costing private banks clients
Onboarding is the first impression a new client forms of their private bank, yet according to fincite, it is often the weakest link in...
Why CPF glidepaths fail when members flee at the bottom
A pension provider can build the finest glidepath in Singapore, stress-test it against half a century of market data and price it comfortably within...
WBS extends Quai Digital deal with fractional dealing
WBS, a UK-based provider of dealing, custody and technology solutions for the investment sector, has agreed a five-year extension to its partnership with Quai...
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