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Wealth and Asset Management

07/14/2026

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices

07/14/2026

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.

07/14/2026

Quilter raises forecast for Monthly Income Portfolios for sixth consecutive year

The increase follows another strong year of income delivery.

07/14/2026

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio guarantee platform with a global commercial bank.

07/14/2026

CTBC launches wealth branch in Kaohsiung zone

It is the bank’s 159th outlet nationwide and its 17th in Kaohsiung.

07/14/2026

Finalists for IA’s Global Financial Services Awards 2026 revealed today

In these special awards – exclusive to International Adviser – the advisers and wealth managers in UK and around the world have now shown their support for their key partners and product providers by nominating their choices for all of the cat

07/14/2026

Caprock announces acquisition of Venturi Private Wealth

Teams will unify under the Caprock brand, bringing added talent, expanded family office capabilities and enhanced service to ultra-high-net-worth clients

07/14/2026

Skybound Wealth launches proprietary operating platform for international advice

Built in-house by Skybound Wealth’s internal technology team

07/13/2026

New investment playbook: HSBC Private Bank targets AI and energy independence

With traditional funding gaps persisting, HSBC expects private markets to play an expanded role in supplementing investment.

07/13/2026

Central banks have taken a tougher stance – but for how long?

The markets are looking to the future, whilst central banks are looking to the past.

07/13/2026

Standard Chartered announces global collaboration with BlackRock’s Aladdin Wealth to enhance myWealth Advisor

The collaboration builds on the broader partnership between the Bank and BlackRock and reflects Standard Chartered’s continued investment in digital innovation to elevate client experience.

07/13/2026

Ogier lawyers recognised as eprivateclient’s 2026 Crown Dependencies NextGen leaders

The annual list is a collection of rising stars in the private client advisory profession.

07/13/2026

Passing on wealth is one thing. But how do you keep control?

This shift is driving more families to explore FICs to balance wealth succession whilst maintaining control.

07/13/2026

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

Providing institutional investors with diversified access to private capital opportunities across geographies and strategies

07/10/2026

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

The firm specializes in serving high-net-worth individuals and families through integrated wealth planning and investment management strategies.

07/10/2026

Appleby’s James Glover shortlisted for citywealth future leaders award

Citywealth recognition highlights emerging leaders in the international private wealth sector

07/10/2026

First Financial Bankshares Renames Wealth Company to First Financial Wealth Management

The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months.

07/10/2026

HSBC issues digitally native structured product

Marketnode, an Asia-Pacific digital market infrastructure operator, acted as the tokenisation agent and digital paying agent.

07/10/2026

Private wealth specialist shortlisted as Crown Dependencies NextGen leader

The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man.

07/10/2026

Quilter partners with Plain Numbers to strengthen vulnerable customer communications

The Plain Numbers Method is an evidence-based, extensively tested approach that can be applied across a wide range of customer communications.

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HSBC appoints Nick Elias to lead wealth AI push

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Your injunction's reach is only as wide as its words – The Hong Kong Court of Final Appeal clarifies the limits of contempt liability

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07-14-2026

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

07-14-2026

Next-gen inheritors planning $100bn in donations

07-14-2026

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Bank of Singapore expands CIO advisory council with PIMCO and KKR picks

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Operational Scale Through Trusted Automation And Disciplined Process Design

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JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

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