08/04/2026
The $3.5 trillion test facing wealth managers
The next great wealth transfer may not just change who owns Australia’s assets - it could change how those assets are held, traded and managed.
Wealth and Asset Management
08/04/2026
Clifton Wealth Partnership buys two South Wales firms
The two firms are CWP’s sixth and seventh acquisitions of 2026, following Dukes IFA, Cutting & Carter, Cairn Independent, JRW and Morgan Law.
08/04/2026
HSBC Holdings plc Interim Results 2026
Profit before tax increased by $3.7bn or 23% to $19.5bn compared with 1H25.
08/04/2026
Switzerland Remains Among Top Wealth Management Markets Globally
Switzerland ranks fifth globally in Avaloq's inaugural index, showing strong regulatory fundamentals but trailing leading hubs in digital adoption.
08/04/2026
Taiwan private banks buoyed by mergers and semiconductor demand
Some lenders’ mergers are expected to expand the franchise and improve profitability.
08/04/2026
HDFC Bank Transforms Wealth Operations with Finacle Wealth Management Solution
The new solution enables accelerated innovation, broader product coverage, and scalable delivery of personalized services, ensuring enhanced client experiences, relationship manager productivity, and operational effectiveness.
08/04/2026
HLB wins six wealth management awards amid transformation push
HLB Private Bank also received the Rising Star Private Bank Award for Malaysia and Best Private Bank for Wealth Creation & Preservation at the Global Private Banking Innovation Awards.
08/04/2026
AlphaCore takes over Brave Family Advisors
The deal broadens AlphaCore’s footprint in the northeastern US, supporting its longer-term expansion plans.
08/04/2026
BNY and Galaxy Collaborate to Advance Digital Asset Infrastructure
The relationship pairs the strengths of an onchain infrastructure leader with the scale of a trusted leading global financial institution to expand digital asset services
08/04/2026
Hightower Signature Wealth Adds $2.5B in AUM* Through Addition of Stearns Financial Group
The practice first partnered with Hightower in 2020 and, as part of HTSW, will gain access to expanded operational and investment capabilities through a fully integrated model.
08/04/2026
Broadridge Reports Fourth Quarter and Fiscal Year 2026 Results
Raising annual dividend by 12% to $4.36, 20th consecutive annual dividend increase
08/04/2026
WTW Investments and SEI Partner to Expand Private Markets Solutions for Defined Contribution Plans
Collaboration Aims to Broaden Access to Alternative Products in Retirement Ecosystem
08/04/2026
Scaling gap – Why AI investments at the customer interface are wasted
Those who want to capitalize on this growth must be able to onboard new clients efficiently.
08/03/2026
HSBC offloads $36b loan portfolio to global alts manager
With the sale of the loan portfolio and the wrapping up of the bank’s retail business, HSBC said its focus will turn to investing in and growing its Corporate and Institutional Banking ‘franchise’ in both Australia and New Zealand
08/03/2026
Morgan Stanley’s IPO after-party: a wealth management bonanza
Bank’s underwriting of SpaceX and other new issues generates $74bn second-quarter haul in wealth management assets
08/03/2026
The $3.5 trillion test facing wealth managers
The next great wealth transfer may not just change who owns Australia’s assets - it could change how those assets are held, traded and managed.
08/03/2026
Indosuez to enter European ETF market with four active strategies
Crédit Agricole’s wealth management arm is launching four active ETFs on its proprietary infrastructure, targeting €1.5bn in AUM
08/03/2026
The firm bringing private markets to the people via the ETN wrapper
It is this exact problem a firm called Private Markets Alpha (PM Alpha) is looking to solve. Its surprising solution: the exchange-traded note (ETN) wrapper.
08/03/2026
Quilter's Cirilium introduces index-linked gilts to portfolios
The allocation to the asset class will be approximately 5% for the Cirilium Conservative portfolios, and will scale down in line with reductions in fixed income exposure for higher risk profiles.
08/03/2026
Apollo Selects Austin for Strategic Hub for Talent, Innovation and Long-Term Growth
The new strategic growth hub will incubate emerging and new businesses across our asset management and retirement solutions platform, focused on the flywheel of product, distribution, infrastructure, and market-making.