Innovation in Wealth Management
The PWM panel reviewed tech trends from 56 private banks in the 2025 Wealth Tech Awards, focusing on AI, Big Data, and tools that enhance relationship managers and support self-directed investing. New apps, software, and data strategies highlight the most innovation-friendly banking cultures.
While past tech aimed to digitalise manual tasks and improve client experience, 2025 marks a shift: AI and Big Data are now being applied to portfolio management, signalling a major transformation in private banking.
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