Managers of Wealth

Moore Stephens launches new brand for private wealth clients

The rebrand is purely cosmetic and there is no change in ownership, control, shareholders, management or board members.

UOB advances wealth ambitions with strategic distribution partnership with Allianz Global Investors

Strategic partnership expands investment access and enhances UOB's advisory-led wealth proposition for customers across ASEAN

Why financial talent will shape UAE wealth management

Skilled advisers, not just capital, will define next frontier, says Capital Haus founder

BDM Wealth Management Hits £50M Milestone, Expands Reach Across Dubai, London and Norway

Dubai-based capital raising advisory firm reports over 30 projects, from SEIS raises to listed companies, spanning loan notes, bonds, equity and IPO mandates

Standard Chartered trains 30 leaders for affluent push

The first cohort spans Singapore, Hong Kong, Dubai and the United Kingdom.

Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance

Broadridge’s unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership

Capacity across borders: future-proofing international assets and decision-making

A person may live in one country, hold assets in another, and receive care or treatment in a third.

"Germany is still somewhat old-fashioned"

For the wealth management migration alone, we identified the gaps and found almost 180 minor and major ones, some of which need to be closed to enable the complete migration to the ABN Amro Objectway banking platform.

Pacific Asset Management to buy Asset Value Investors

The deal links two investment managers, with Pacific offering infrastructure, technology, operations and investor support.

Advisor moves: Ameriprise, Prospera, Raymond James land teams with $920M in assets

A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.

From Fiduciary Foundations to Pan-Asian Growth: Harmen Overdijk on Leo Wealth’s Expansion Strategy

A minority investment from Asia-based private equity firm Ocean Link is intended to accelerate that strategy through recruitment, licensing, organic expansion and potentially acquisitions.

Blackstone to Acquire HSBC’s A$36 Billion Australian Home Loan Portfolio

It also reinforces Blackstone’s long-term commitment to Australia, where the firm has invested for nearly two decades, and to deploying significant capital to support its housing market.

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.

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.

HSBC Holdings plc Interim Results 2026

Profit before tax increased by $3.7bn or 23% to $19.5bn compared with 1H25.

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.

Taiwan private banks buoyed by mergers and semiconductor demand

Some lenders’ mergers are expected to expand the franchise and improve profitability.

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.

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.

AlphaCore takes over Brave Family Advisors

The deal broadens AlphaCore’s footprint in the northeastern US, supporting its longer-term expansion plans.

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Wealth and Asset Management