Hey WealthTech’ers 👋

📰 PloutosX WealthTech Stories – November 17th, 2025 is live. Your Monday reset to recap the key developments shaping WealthTech last week.

Digital wealth platforms, private markets, and AI-driven advisory models continue to evolve, with meaningful shifts in how investors access products, how banks modernise their capabilities, and how alternatives are integrated into portfolios. From the rise of mobile-first wealth tools to the expansion of regional innovation hubs, the momentum across WealthTech and private markets remains strong.

Last week: A new review of the top investment apps in the UK highlighted the rapid growth of mobile-first wealth management, BNP Paribas launched an AI Excellence Center in Singapore to accelerate advisor and client innovation, Mashreq and DIFC partnered to advance digital wealth solutions across the Middle East, Capgemini reported a continued rise in alternative investment adoption, and Supervest raised fresh capital to expand access to private credit opportunities.

Whether you are building, advising, allocating, or investing in this space, grab your coffee, scroll on, and start your week informed and ahead. ☕

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Delving into the leading 5 wealthtech stories of the week:

🗞️ Story 1: “Best Investment Apps in the UK for Smarter Wealth Management in 2025” 📱

🗞️ Story 2: “BNP Paribas Wealth Management Expands AI with New Excellence Center in Singapore” 🤖🌏

🗞️ Story 3: “Mashreq and DIFC Partner to Accelerate Digital Transformation and Wealth Solutions” 🌐🏦

🗞️ Story 4: “The Rise of Alternative Investments and the Shift in Wealth Preferences” 💰📊

🗞️ Story 5: “Supervest Raises $25 Million to Strengthen Its Position in Alternative Investments” 🚀💼

🗞 Story #1

A new review highlights the top investment apps in the UK that are transforming how individuals manage wealth in 2025. Platforms like Moneyfarm, Nutmeg, eToro, and Hargreaves Lansdown lead the list, offering AI-powered portfolio management, goal-based investing, and fractional share access. The analysis underlines the shift toward hybrid advisory models that combine automation with human oversight. Investors are gravitating toward low-cost, mobile-first platforms that simplify asset allocation and integrate planning, analytics, and social trading features.

💡 Why It Matters: The competition among UK investment apps reflects the broader digital wealth acceleration worldwide. With robo-advice becoming mainstream, providers must differentiate through personalisation, transparency, and embedded financial planning tools. The apps that integrate behavioural finance insights and AI-driven rebalancing will win client loyalty. For traditional wealth firms, this surge in DIY and hybrid investors signals a need to blend human guidance with digital scale. The UK remains a testing ground for how mobile platforms can deliver credible, regulated wealth management experiences across retail and affluent segments.

📰 Read full story here

🗞 Story #2

BNP Paribas Wealth Management has launched an AI Excellence Center in Singapore, designed to accelerate the integration of artificial intelligence across its global operations. The center will focus on developing predictive analytics, advanced personalisation, and intelligent automation tools to enhance client experience and advisor productivity. BNP Paribas aims to strengthen Asia’s role as a digital innovation hub for private banking. The initiative complements the bank’s broader strategy to balance high-touch advisory services with data-driven insights for portfolio management, compliance, and operational efficiency.

💡 Why It Matters: BNP Paribas is positioning AI as a structural pillar of next-generation private banking. The Singapore hub cements the bank’s ambition to lead in digital wealth innovation across Asia, a region representing over 40% of global HNW growth. AI integration will enable advisors to deliver more tailored advice and risk insights while automating repetitive workflows. This move highlights a global shift among wealth managers toward embedding intelligence at every client interaction point. The challenge will be maintaining trust and data integrity as AI becomes a core decision-making engine in client portfolios.

📰 Read full story here

🗞 Story #3

Mashreq Bank and the Dubai International Financial Centre (DIFC) Properties have signed a memorandum of understanding (MoU) to jointly advance digital transformation and wealth innovation in the Middle East. The collaboration aims to enhance regional access to digital wealth platforms, embedded finance tools, and AI-driven client services. The partnership will leverage DIFC’s fintech ecosystem and Mashreq’s technological infrastructure to develop next-generation wealth solutions, including digital onboarding and cross-border advisory capabilities.

💡 Why It Matters: This partnership strengthens Dubai’s position as a global wealth hub connecting Asia, Europe, and Africa. By fusing institutional expertise with digital ecosystems, Mashreq and DIFC are setting the stage for a new era of tech-enabled private banking in the region. The initiative aligns with regional strategies to attract wealth flows from global investors and family offices seeking diversified access to MENA markets. For the wealth industry, it demonstrates how regulatory innovation and bank-fintech collaboration can accelerate modernisation in traditionally relationship-driven markets.

📰 Read full story here

Story #4

Capgemini’s new analysis highlights the accelerating adoption of alternative investments among institutional and individual investors. The report shows that allocations to private equity, private credit, infrastructure, and collectibles continue to grow as investors seek diversification and yield in a low-return environment. The study emphasizes the need for improved accessibility, digital platforms for onboarding, and greater education around liquidity, valuation, and risk. Asset tokenization is also emerging as a catalyst for democratising alternatives, allowing fractional participation and smoother secondary trading.

💡 Why It Matters: The alternative investment landscape is no longer a niche segment but a core pillar of modern portfolios. As tokenisation and digital custody evolve, retail and mass affluent investors will gain broader access to assets that were once reserved for institutions. This democratisation creates both opportunity and complexity: platforms must balance transparency and compliance with innovation. For wealth managers, success will hinge on integrating alternatives into portfolio construction frameworks and educating clients about long-term risk-adjusted returns, liquidity constraints, and the operational realities of private markets.

📰 Read full story here

🗞 Story #5

Alternative investment platform Supervest has raised $25 million in new funding to expand its technology infrastructure and product offerings. The New York-based company enables investors to access private credit and revenue-sharing opportunities through a streamlined platform. The new capital will support product diversification, enhanced analytics, and regulatory expansion. Supervest is positioning itself as a key player in democratising access to nontraditional investments by combining institutional-grade deal flow with retail accessibility.

💡 Why It Matters: Supervest’s raise underscores the momentum behind platforms simplifying access to private markets for accredited and retail investors. As investor appetite for yield and diversification grows, digital infrastructure becomes essential for scaling compliance, risk transparency, and liquidity. The company’s model reflects a broader shift toward modular platforms that serve both individual investors and intermediaries. For the WealthTech ecosystem, this funding highlights continued investor belief that technology will bridge the gap between traditional finance and the next generation of alternative asset participation.

📰 Read full story here

And that's a wrap WealthTech’ers, till next week. 🎬👋

Thanks for tuning in to PloutosX WealthTech Stories, your weekly snapshot of the trends, people, and innovations shaping the future of wealth technology.

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Disclaimers:

(1) The opinions shared here are my own and do not represent the views of any organisation I am associated with.

(2) This newsletter is for educational purposes only and should not be interpreted as investment or financial advice.

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