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Wealth and Asset Management

07/28/2026

BBH recognized as a top-tier ETF administrator in Global Custodian Survey

BBH’s ETF technology and innovation recognized in 2026 ETF Administration Survey

07/28/2026

Revolut empowers retail investors with institutional grade private markets access

Traditionally, private markets have been utilised by institutional investors aiming to capture long-term growth and greater portfolio diversification.

07/28/2026

Lombard Odier: Swiss Tradition, Asia’s Next Generation

We are a pure play wealth and asset manager, meaning we have no investment banking arm, ensuring our advice remains unbiased and aligned purely with our clients’ interests.

07/28/2026

Obwalden Cantonal Bank reports pleasing half-year results

The bank posted a net profit of CHF 6.88 million for the first half of the year.

07/28/2026

Barclays Publishes Interim 2026 Results and Sets Out Investor Engagement Programme

The bank confirmed that the interim figures do not constitute statutory accounts but are prepared on a basis consistent with its previously published audited financial statements.

07/28/2026

Sun Life launches Private Wealth platform targeting high-net-worth clients

Clients can access premium offerings and specialists such as premier medical and family concierge services. 

07/28/2026

From Overload to Focus: UBP’s Digital Detox Session

As a former marketing and communications professional, Mario Sgarella described how constant connectivity can fuel ‘Zoom fatigue’ and dopamine‑driven scrolling for social validation.

07/28/2026

AMCAP Launches 'Agentic AI' Platform, Betting Conversational Intelligence Will Reshape Wealth Management

At the core of AMCAP Agentic AI is a multi-agent orchestration architecture capable of autonomous perception, market signal cross-verification, and execution.

07/28/2026

Corient Continues to Expand in New York with Addition of Seven Bridges Advisors

Established multi-family office and wealth manager with approximately $5 billion in client assets to join Corient

07/27/2026

Global forces reshaping modern succession and wealth transfer

This in turn is greatly increasing the demands on advisors and wealth owners to plan effectively for the transfer of assets across generations in this changing environment.

07/27/2026

HLB Private Bank debuts two private market funds

The Private Markets Evergreen Income Fund is touted as having a "robust defensive framework."

07/27/2026

SSW Law & Beyond ranked Band 1 in Chambers High Net Worth 2026

The ranking highlights the firm’s ability to combine tax and succession planning expertise in advising clients in Poland and across Central and Eastern Europe.

07/27/2026

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.

Recognising the role that the next generation will play in stewarding family wealth, the GENesis programme places a strong emphasis on entrepreneurship and lays a foundation for family conversations around succession and legacy planning.

07/27/2026

BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’

Asian bonds offer attractive yields, diversification and robust credit fundamentals, BlackRock’s Stephen Gough tells FSA.

07/27/2026

HSBC plans to hire 100 AI specialists and 100 more RMs for wealth management

On July 24, HSBC and Allianz announced that Allianz will acquire HSBC Life for $2.7 billion

07/27/2026

Objectway Expands Into Capital Markets With Its Project to Acquire French Specialist SLIB, Pushing Forward Its Pan-European Growth Strategy

SLIB will also broaden Objectway's client base with major European asset servicers, broker-dealers and banks, alongside strengthening Objectway's long-standing relationships with shared clients such as BNP Paribas.

07/27/2026

Bordier UK added to AJ Bell and Söderberg & Partners platforms

Financial advisers using both platforms can now access Bordier UK’s five Blended Managed Portfolio Service model strategies and four Risk Targeted Decumulation Service model strategies.

07/27/2026

Carlyle, Bain in race to buy Wealth Enhancement for $7bn – report

Wealth Enhancement oversees nearly $160bn in client assets.

07/27/2026

Staying agile: Managing change and shocks is now business as usual for insurers

They must build and manage a portfolio which matches their liabilities while protecting and stabilising their economic and regulatory capital position.

07/27/2026

Julius Baer and Dubai Department of Economy and Tourism sign agreement to advance Dubai's global wealth hub status

The agreement reflects the growing relevance of Dubai among global investors, business owners, family offices, and private clients seeking stability, connectivity, lifestyle advantages, and access to regional and international opportunities.

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Raid at Deutsche Bank headquarters

07-22-2026

Expanded recognition in 2026 Chambers High Net Worth guide for our global Private Client & Trusts team

07-24-2026

OneDigital Selects JIFFYAI to Modernize Investor Onboarding and Accelerate Growth

07-23-2026

UOB: HK is an important gateway to bank’s wealth management push

07-24-2026

Liontrust reports ‘stronger position’ with £4.7bn rise in AuMA

07-24-2026

TEAM appoints wealth manager to serve Singapore’s domestic market

07-24-2026

Should you invest in AI?

07-23-2026

Leonteq returns to profitability in H1 2026

07-24-2026

Bank of Singapore Strengthens Alternatives Business

07-28-2026

BBH recognized as a top-tier ETF administrator in Global Custodian Survey

07-28-2026

LVMH’s Fashion Sales Rise 1% in Q2

07-28-2026

Revolut empowers retail investors with institutional grade private markets access

07-28-2026

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

07-28-2026

Morgan Stanley Infrastructure Partners to Acquire Epic Energy

07-28-2026

Temenos Named One of World’s Top Fintech Companies by CNBC

07-28-2026

UBS plans equal weight SMI ETF

07-28-2026

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