Wealth management Stories - Page 3

Asian Stories

Wealth management stories

DBS adds agentic AI to virtual assistants for customers

Banking tasks for millions of customers can now be completed in one chat as DBS upgrades its virtual assistants with agentic AI.

By Sean Mitchell • 4 min read • Last month

Crypto

HashKey launches single app across regulated crypto markets

Traders can now access Hong Kong, Singapore, Middle East and global services through one app, with features gated by local regulatory checks.

By Karen Joy Bacudo • 3 min read • Last month

Risk & Compliance

Asian investors pile into equities as bond flows slide

Asia's fund investors shifted towards shares in the first half of 2026, with bond funds sliding to net outflows of USD $3.1 billion.

By Karen Joy Bacudo • 4 min read • Last month

Global Stories

Wealth management stories

Software-as-a-Service

Hadrius raises USD $27 million to boost AI compliance

The funding will help regulated finance firms monitor rapidly growing communications and trading data as AI-driven compliance risks intensify.

By Karen Joy Bacudo • 3 min read • Last month

Software-as-a-Service

Feathery raises USD $30 million in Portage-led round

The funding will help Feathery expand software used by more than 300 financial firms to automate workflows and data sharing.

By Karen Joy Bacudo • 3 min read • Last month

Private Cloud

Tech Mahindra posts $1.66bn revenue as deals top $1bn

Investors are likely to focus on firmer demand as the IT services group booked its third straight quarter of deals above USD $1 billion.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

Broadridge survey sees tokenisation as strategic priority

Most financial services firms expect tokenised and traditional assets to coexist, as 84% call tokenisation strategically important.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

Visa refreshes Infinite cards for Asia Pacific affluent

Affluent cardholders in Asia Pacific will get more tailored travel and dining perks, as Visa splits its premium offering into three tiers.

By Karen Joy Bacudo • 3 min read • Last month

Fintech

Longbridge launches AI investing platform in Singapore

Investors in Singapore can now use conversational prompts to analyse markets, draft trades and review portfolios before confirming any order.

By Joseph Gabriel Lagonsin • 4 min read • Last month

Software-as-a-Service

Building beneath the app layer: What Upvest shows about the next phase of European fintech

European banks are racing to modernise investment services, and the real battle is shifting to the infrastructure layer that keeps them compliant.

By Tim Graczewski • 4 min read • Last month

Digital Transformation

Standard Chartered taps BlackRock for wealth platform

Advisers in Singapore and Hong Kong will gain portfolio risk and scenario tools as Standard Chartered upgrades myWealth Advisor with BlackRock software.

By Karen Joy Bacudo • 4 min read • Last month

Stories from Other Regions

Wealth management stories

Fintech

Orion Digital launches AI investing platform in Canada

Canadian investors can now use an AI-backed service that records the rationale behind each trade and benchmarks decisions against the S&P 500.

By Karen Joy Bacudo • 4 min read • Last month

Manufacturing

Wipro expands Databricks tie-up with new AI practice

The move aims to help enterprises turn scattered AI pilots into production systems, with sector-specific tools for banking, telecoms and manufacturing.

By Sofiah Nichole Salivio • 3 min read • Last month