Lead Story
Product LaunchHSBC Private Bank·Mar 11, 2026
HSBC Private Bank deploys Wealth Intelligence gen AI platform for wealth management staff
HSBC Private Bank has deployed a generative AI platform called Wealth Intelligence designed for use by its wealth management staff. The platform was initially reported by Asian Banking & Finance in September 2025 and has now been formally announced by HSBC Private Bank. Wealth Intelligence is intended to support relationship managers and advisors in their day-to-day workflows. The rollout reflects HSBC's broader push to embed AI-driven tools across its private banking operations globally.
HSBC Private BankPending verification
Intelligence Feed
32 storiesRegion
Topic
Market Signal·us
AI platforms Hazel and Avantos pressure bank wealth units to modernize as independent channel accelerates
$130BMarket cap wiped out across Schwab, LPL & Raymond James within 2 days of Hazel's launch
Mar 11, 2026
Datos Insights
Product Launch·us
Betterment Launches AI-Enabled Account Recommender as Part of Enterprise AI Strategy
Mar 9, 2026
PR Newswire⚠
Partnership·us
LPL Financial Expands Partnership With Anthropic to Advance AI Capabilities
Feb 24, 2026
ThinkAdvisor⚠
Product Launch·us
Robinhood launches Cortex AI — real-time market analysis and trade rationale for retail investors
2M+Robinhood Gold subscribers with Cortex access
Feb 12, 2026
Robinhood Newsroom⚠
Product Launch·us
Goldman Sachs deploys GS AI Platform to 46,000 employees firm-wide
46,000Employees on GS AI Platform
Jan 28, 2026
CNBC⚠
Milestone·asia
DBS named World's Best AI Bank — 1,500 AI models in production
1,500+AI models in production at DBS
Jan 15, 2026
DBS Newsroom⚠
Product Launch·us
Altruist Adds Real-Time Custodial Data to AI Platform Hazel, a First for Wealth Management
Nov 18, 2025
Business Wire
Product Launch·us
Public launches AI-powered brokerage letting users build custom indexes and automate portfolio actions
49basis points fee for AI-created custom investable indexes
Nov 17, 2025
Axios
Product Launch·us
Webull unveils Vega — AI decision partner with voice-activated trade execution and real-time portfolio analysis
Voiceactivated trade execution via Vega AI
Nov 10, 2025
PRNewswire⚠
Product Launch·us
Arta expands Arta AI to empower financial advisors and wealth managers with an AI Sidekick
Nov 5, 2025
PR Newswire⚠
Strategy·global
UBS Appoints Daniele Magazzeni as Chief AI Officer to Lead Firm-Wide AI Strategy
300+live AI use cases at UBS
Oct 16, 2025
UBS Global Media⚠
Strategy·global
UBS appoints Daniele Magazzeni as Chief AI Officer to lead firm-wide AI strategy
300+Live AI use cases at UBS
Oct 16, 2025
UBS⚠
Milestone·asia
DBS Named World's Best AI Bank
Oct 15, 2025
PR Newswire⚠
Product Launch·us
Aladdin Wealth launches AI Auto Commentary tool; Morgan Stanley Portfolio Risk Platform first to deploy
Oct 2, 2025
Business Wire⚠
Product Launch·us
Fidelity Investments Launches Fidelity Trader+, Integrated Advanced Trading Platform Across Web, Desktop & Mobile
$16.4 trillionAssets under administration as of June 30, 2025
Sep 25, 2025
Business Wire⚠
Product Launch·global
HSBC Launches AI-Powered Wealth Intelligence Platform
Sep 18, 2025
Fintech Global⚠
Product Launch·global
Citi Wealth Launches AI Tools 'Advisor Insights' and 'AskWealth' to Enhance Client Communications
Aug 25, 2025
citigroup.com
Product Launch·emea
FNZ launches Advisor AI — end-to-end meeting workflow automation for 650+ wealth management institutions
$2Tin assets under administration across FNZ's platform
Aug 19, 2025
PRNewswire⚠
Product Launch·emea
eToro launches Tori AI companion and Alpha Portfolios — AI-driven social investing goes mainstream
$31BeToro assets under management
Aug 7, 2025
GlobeNewswire⚠
Milestone·us
Savvy Wealth raises $72M Series B to accelerate AI-augmented advisor platform and RIA expansion
72Series B funding raised in millions (USD)
Jul 2, 2025
Business Wire⚠
Product Launch·us
Vanguard Launches Generative AI Client Summaries Tool for Financial Advisors
May 5, 2025
PR Newswire⚠
Milestone·us
Altruist Raises $152M Series F Led by GIC, Valued at $1.9B to Expand RIA Custodian Platform
1.9BPost-round company valuation in USD
Apr 22, 2025
Business Wire⚠
Product Launch·us
Arta Finance Launches Arta AI: AI-Guided Private Wealth Platform
Apr 2, 2025
PR Newswire
Product Launch·us
Arta Finance Launches Arta AI: AI-Guided Private Wealth Management Platform
Apr 2, 2025
PR Newswire⚠
Market Signal·us
Schwab's 2025 Independent Advisor Outlook Study: Trust, Talent & Technology Shaping Independent Advice
Jan 1, 2025
Charles Schwab⚠
Product Launch·us
LPL Financial Launches AI Advisor Solutions Program to Boost Advisor Productivity
~33%Financial advisors who say they do not have enough time to spend with clients (J.D. Power 2023)
Nov 12, 2024
GlobeNewswire⚠
Milestone·us
Farther Raises $72M Series C Led by CapitalG and Viewpoint Ventures to Expand AI-Driven Wealth Platform
72000000Series C funding raised in USD
Oct 10, 2024
PR Newswire⚠
Partnership·global
Franklin Templeton Selects BlackRock's Aladdin to Unify Investment Management Technology Platform
$1.6 trillionFranklin Templeton assets under management as of June 30, 2024
Jul 22, 2024
Business Wire
Product Launch·us
Morgan Stanley Launches AI @ Morgan Stanley Debrief, an OpenAI-Powered Meeting Notes Tool for Advisors
98%Financial Advisor teams that have adopted AI @ Morgan Stanley Assistant
Jun 25, 2024
Business Wire
Product Launch·us
Morgan Stanley Launches AI @ Morgan Stanley Debrief, an OpenAI-Powered Meeting Notetaker for FAs
98%Financial Advisor teams that have adopted the AI @ Morgan Stanley Assistant
Jun 25, 2024
Business Wire⚠
Milestone·us
BofA's Erica AI Assistant Surpasses 2 Billion Interactions, Serving 42 Million Clients Since Launch
2,000,000,000Total Erica interactions since launch
Apr 1, 2024
Bank of America Newsroom
Product Launch·us
Wealthfront Launches 'Time Off' Financial Planning Feature
Jul 25, 2018
WealthManagement.com⚠
By the Numbers
Featured Thought Leadership
E
EssayUniversity of Pennsylvania
The Managerial Revolution — How Leaders Can Unlock AI's Real Gains
Ethan Mollick · One Useful Thing · Feb 15, 2026
“The competitive advantage isn't having AI — it's knowing which human decisions AI should never replace, and building institutional clarity around that.”
The AI Landscape
Who Is Doing What
12 institutions · 7 capability dimensions · Updated March 2026