Wealth management stories - Page 2

Block Earner launches Australia’s first Bitcoin-backed home loan, letting investors use Bitcoin as security for deposit finance without selling their crypto.

Gresham appoints Hayley Zhu as Sales Director to drive growth and lead strategy across Asia-Pacific’s evolving financial technology landscape.

WeMoney wins three awards including FinTech Organisation of the Year at Sydney's 2025 Finnie Awards, with female leaders also honoured for their innovation.

Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.

MUFG Pension & Market Services has completed onboarding Perpetual Investment Management as its first group-wide client with a cross-divisional administration mandate.

Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.

KX and NVIDIA have launched the AI Banker Agent, an AI system designed to enhance real-time decision-making and client service in global trading markets.

One in five UK firms hamper digital transformation by prioritising short-term gains, delaying tech investments, and feeling pressure for quick ROI, says Crosstide.

Griffin has launched its MCP Server, enabling AI agents to open accounts, make payments and analyse transactions within banking systems securely.

EastWest Banking Corporation partners with Temenos to adopt a SaaS core banking platform, boosting digital transformation and operational efficiency.

Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.

Bravura Solutions boosts Midwinter team with senior hires and promotions to fuel growth in financial planning technology across Australia and beyond.

Syfe teams up with BlackRock to offer Accredited Investors in Singapore exclusive access to US middle market private credit, requiring lower minimum investments.

Revolut reported record 2024 results with AUD $4.4m net profit in Australia and USD $1.0bn globally, driven by surging customers and revenues.

Booster’s Savvy debit card, linked to an investment account, is a finalist at NZ’s INFINZ Awards, gaining local and global recognition for innovation.

A Salesforce report reveals New Zealand consumers show mixed trust in AI within financial services, highlighting a growing expectation for lower fees and faster transactions.

Boman Group has appointed Eva Zhuang as a Partner, making her the first woman in the role, as the firm prepares to launch new funds in 2024.

Endowus has teamed up with Twilio to enhance security on its digital wealth platform, addressing a surge in fraud cases with advanced verification measures.

MUSE has unveiled a digital investment platform for luxury assets, enabling investors to trade items like rare handbags and fine wines as investment-grade assets.

As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.