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.