Wealth management stories

Pepperstone Crypto says digital assets are moving into the mainstream as regulation, ETFs and younger investors reshape how traders access markets.

Temenos and Bain warn that banks must modernise core systems, governed data and cloud architecture as AI, stablecoins and personalisation gather pace.

Revolut targets affluent New Zealand customers with its Ultra plan, bundling travel perks, subscriptions and investing discounts for a monthly fee.

Backbase unveils AI-native Banking OS to tackle fragmented bank operations and shared customer records, targeting practical AI gains across frontline work.

Study finds AI now shapes investment research for 78.3% of users, with strongest enthusiasm in the Middle East and Latin America.

Addepar sets up Singapore base for product engineering and commercial teams as it deepens support for clients across Asia-Pacific wealth markets.

Bitget opens retail pre-IPO access with SpaceX-linked tokenised offering, as the exchange pushes deeper into private-market trading and tokenisation.

Feijoa's round-up savings app earns INFINZ Awards innovation finalist spot as the fintech targets bigger KiwiSaver balances.

FNZ launches premium Select service for wealth clients, giving top-tier firms priority product input, AI tools and faster platform support.

Revolut's 2025 results show surging customer balances, stronger transaction volumes and rapid New Zealand growth as it expands its banking reach.

Robinhood Ventures Fund I adds Stripe and ElevenLabs stakes to give retail investors listed access to late-stage private tech firms.

moomoo steps up its New Zealand expansion with first local hires, a high-net-worth Priority tier and investor workshops in Auckland.

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

Bybit launches AI Trading Skill, letting users place crypto trades and manage accounts via natural-language prompts across top AI tools.

Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.

Plaid and Perplexity debut Portfolio, an AI tool that links brokerage accounts for personalised, conversational investment insights.

Entrepreneurs increasingly see AI as a tool for efficiency and cost-cutting, not a springboard to new markets or sustainability goals.

KiwiSaver round-up app Feijoa has clinched the Audience Choice award at the Kiwibank Start Up Pitch Breakfast in Wellington.

Backbase appoints Didier Van der Coelden as CFO to steer growth and AI-led banking platform expansion across its global operations.

New Zealand faces a squeeze in ultra-luxury homes as visa rule changes unleash overseas demand for properties above NZD $5 million.