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Wealth management Stories - Page 12

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Wealth management stories

MSCI names Dinesh Gupta Chief Data & Operations Head
Data Analytics

MSCI names Dinesh Gupta Chief Data & Operations Head

MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.

By Mark Tarre • 3 min read • Wed, 4th Mar 2026
AI scales in APAC finance as tokenisation gains pace
Digital Transformation

AI scales in APAC finance as tokenisation gains pace

APAC finance firms race to scale AI from pilots to production as tokenisation and blockchain investments signal deeper market overhaul ahead.

By Karen Joy Bacudo • 4 min read • Tue, 3rd Mar 2026
Anthropic boosts Claude Cowork with new plugins, admin tools
Software-as-a-Service

Anthropic boosts Claude Cowork with new plugins, admin tools

Anthropic upgrades Claude Cowork with private plugin marketplaces, richer admin controls and Office-linked workflows for enterprise teams.

By Mark Tarre • 4 min read • Fri, 27th Feb 2026
Aviva names Chris Cochrane as next group CIO for 2026
Digital Transformation

Aviva names Chris Cochrane as next group CIO for 2026

Aviva has named Chris Cochrane as its next group Chief Information Officer, with his appointment due to take effect in summer 2026.

By Sofiah Nichole Salivio • 3 min read • Wed, 25th Feb 2026
Contented raises NZD $4.1m to fuel AI expansion
Customer Relationship Management

Contented raises NZD $4.1m to fuel AI expansion

Christchurch AI startup Contented raises NZD $4.1m seed round to grow its meeting-minutes platform and push into Australia, UK and US.

By Melania Watson • 4 min read • Thu, 12th Feb 2026
ZeroDrift raises USD $2m to power real-time compliance
Customer Relationship Management

ZeroDrift raises USD $2m to power real-time compliance

ZeroDrift emerges from stealth with USD $2m to automate real-time compliance checks on outbound communications in regulated industries.

By Sofiah Nichole Salivio • 4 min read • Wed, 11th Feb 2026
Azzet appoints Yvonne Howie to board for global push
Fintech

Azzet appoints Yvonne Howie to board for global push

Marketplace platform Azzet adds veteran Australian executive Yvonne Howie to its board as it ramps up governance for global expansion.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 5th Feb 2026
Banks struggle to turn AI spending into real revenue gains
Digital Transformation

Banks struggle to turn AI spending into real revenue gains

Banks worldwide pour billions into AI, but Dyna.Ai warns only a small minority are turning pilots into tangible, scalable revenue gains.

By Shannon Williams • 4 min read • Wed, 4th Feb 2026
WealthArc expands custodian network & builds AI agents
Data Analytics

WealthArc expands custodian network & builds AI agents

WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.

By Sofiah Nichole Salivio • 4 min read • Tue, 3rd Feb 2026

Stories from Other Regions

Wealth management stories

Poems Australia launches broker-run online trading app
Fintech

Poems Australia launches broker-run online trading app

Phillip Capital Australia debuts Poems Australia, a broker-run trading app offering in-house execution, custody and access to 12 global markets.

By Catherine Knowles • 3 min read • Fri, 27th Feb 2026
Aware Super launches digital tool to boost retiree income
Fintech

Aware Super launches digital tool to boost retiree income

Aware Super rolls out Retirement Manager tool after a pilot saw retirees choosing higher incomes above the minimum pension drawdown rate.

By Mark Tarre • 4 min read • Thu, 26th Feb 2026
Selfwealth by Syfe relaunches app with auto-invest tool
Fintech

Selfwealth by Syfe relaunches app with auto-invest tool

Selfwealth by Syfe relaunches its app in Australia with an auto-invest tool, helping 130,000 users make disciplined, scheduled investments.

By Sean Mitchell • 4 min read • Mon, 23rd Feb 2026
Exclusive: TD's Josh Death on the patents that follow financial innovation
Unified Communications

Exclusive: TD's Josh Death on the patents that follow financial innovation

TD's head of intellectual property explains why patents have become central to banking innovation, from mobile to responsible AI.

By Jake MacAndrew • 4 min read • Fri, 20th Feb 2026
Boman Group appoints China expert to advisory board
Risk & Compliance

Boman Group appoints China expert to advisory board

Boman Group appoints China specialist Professor Charles Qin to its advisory board as it expands cross-border investment across the region.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 12th Feb 2026
Zerocap unveils Bitcoin-to-ETF swap & credit tools
Crypto

Zerocap unveils Bitcoin-to-ETF swap & credit tools

Zerocap unveils instant Bitcoin-to-IBIT swap, letting big investors move into BlackRock's spot ETF structure without exiting BTC exposure.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 10th Feb 2026
Openmarkets boosts board ahead of planned Nasdaq listing
Crypto

Openmarkets boosts board ahead of planned Nasdaq listing

Openmarkets adds two non-executive directors and a new CFO to bolster governance and growth plans ahead of its proposed Nasdaq listing.

By Karen Joy Bacudo • 3 min read • Mon, 9th Feb 2026
Revolut hits 1m Aussie users, plans AUD $400m push
Disaster Recovery

Revolut hits 1m Aussie users, plans AUD $400m push

Revolut passes 1m Australian customers and vows nearly AUD $400m investment, stepping up its challenge to local digital banking rivals.

By Melania Watson • 4 min read • Mon, 9th Feb 2026
WealthAi raises $1m to expand UK AI wealth platform
Customer Relationship Management

WealthAi raises $1m to expand UK AI wealth platform

WealthAi secures $1m pre-seed to scale its modular AI wealth platform for UK advisers, targeting system sprawl and manual workflows.

By Catherine Knowles • 4 min read • Fri, 30th Jan 2026