Wealth Management news and trends

HSBC Establishes Asset Management Business in UAE
Banking // January 12, 2026

HSBC has launched a United Arab Emirates (UAE) asset management business that it said will play a key role in its Middle East, North Africa and Turkey (MENAT) wealth franchise. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

Wealth Management Platform Wealthfront Files for IPO
IPO // September 30, 2025

Wealth management platform Wealthfront filed for a proposed initial public offering Monday (Sept. 29). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS...

Select Chase Branches Add J.P. Morgan Private Client Experience
Banking // September 24, 2025

JPMorganChase now offers its J.P. Morgan Private Client experience in 53 Chase branches in Connecticut, New York, Florida and Texas. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required....

Dispatch Raises $18 Million to Bring AI Agents to Wealth Management
artificial intelligence // September 04, 2025

WealthTech company Dispatch says it has raised $18 million in a Series A round. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS...

Interviews & Exclusives
Longevity Rewrites the Economics of Inheritance

January 13, 2026
AI-driven longevity is redefining aging, with longer, healthier lives fueling more spending later in life. The result: inheritance happens later and looks very different.

52% of Those Earning Over $100K Manage Finances on As-Needed Basis

April 07, 2025
In recent years, the narrative of financial insecurity has predominantly centered on middle and lower-income groups. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

Goldman’s GreenSky Sale Shows Building a Consumer Lending Business Is Easier Said Than Done

October 16, 2023
There’s the ambition, and then there’s the reality. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no...

UK Digital Banks Set Sights on Underserved Mass Affluent Segment

July 26, 2022
When we talk about the mass affluent, it goes beyond high-net-worth individuals and affluent retirees to people who have made a huge fortune from the sale of a business, a...

Quick Reads
HSBC Establishes Asset Management Business in UAE

January 12, 2026
HSBC has launched a United Arab Emirates (UAE) asset management business that it said will play a key role in its Middle East, North Africa and Turkey (MENAT) wealth franchise. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. […]

Wealth Management Platform Wealthfront Files for IPO

September 30, 2025
Wealth management platform Wealthfront filed for a proposed initial public offering Monday (Sept. 29). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access...

Select Chase Branches Add J.P. Morgan Private Client Experience

September 24, 2025
JPMorganChase now offers its J.P. Morgan Private Client experience in 53 Chase branches in Connecticut, New York, Florida and Texas. Get the Full Story Complete the form to unlock this...

Dispatch Raises $18 Million to Bring AI Agents to Wealth Management

September 04, 2025
WealthTech company Dispatch says it has raised $18 million in a Series A round. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access...