08/04/2026
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.
08/04/2026
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.
08/04/2026
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.
08/04/2026
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
Profit before tax increased by $3.7bn or 23% to $19.5bn compared with 1H25.
08/04/2026
Switzerland ranks fifth globally in Avaloq's inaugural index, showing strong regulatory fundamentals but trailing leading hubs in digital adoption.
08/04/2026
Some lenders’ mergers are expected to expand the franchise and improve profitability.
08/04/2026
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.
08/03/2026
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
Bank’s underwriting of SpaceX and other new issues generates $74bn second-quarter haul in wealth management assets
08/03/2026
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
Crédit Agricole’s wealth management arm is launching four active ETFs on its proprietary infrastructure, targeting €1.5bn in AUM
08/03/2026
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
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
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.
08/03/2026
Through this transaction, BBVA will integrate Altura Markets into the Group, strengthening its growth strategy in the Markets Services business and consolidating a comprehensive execution and clearing platform for institutional clients.
08/03/2026
The penalties follow UBS’s alleged failure between January 2019 and June 2023 to supervise more than 60,000 foreign currency wires totaling more than $10 billion.
07/31/2026
At that time, EFG expanded its presence in Switzerland's upscale resorts, along with a branch in St. Moritz, as reported by finews .
07/31/2026
Leelyn Smith President recognized among the top financial advisors in the Chicago suburbs, ranked 26 out of 270 advisors evaluated by Forbes and SHOOK Research
07/31/2026
They moved with support staff Lori DeJesus, Will Garrett, Paula Echeverry and Thomas Cooper.