10/06/2025
Standard Chartered raises over USD3 billion in Signature CIO Funds AUM on 3-year anniversary
Further innovates to introduce Signature CIO Islamic Funds
Wealth and Asset Management
10/06/2025
Wealth advisers reshape their tech stacks
With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements
10/06/2025
CIMB launches first bespoke wealth management portal, digitalising its wealth management solutions
The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”).
10/06/2025
Wealth.com joins Osaic to power estate planning
The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.
10/06/2025
How Pictet Claimed the Crown in Thematic Investing
Construction cranes rise over the compound, where Pictet is adding several new stories to its main building.
10/03/2025
HLB Private Bank Elevates Private Wealth Proposition, Focuses on Stewarding Inter-Generational Legacy and Wealth Transfer
This emphasis on comprehensive, responsible legacy stewardship is especially salient as Asia stands at the center of the largest wealth transfer in human history, with an estimated $5.8 trillion slated to change hands.
10/03/2025
The importance of culture
These are the kinds of companies that we believe are more likely to perform well over the long term.
10/03/2025
SEI Announces Strategic Partnership with Graphene
SEI Wealth Platform to Drive Growth for U.K. Wealth Infrastructure Provider, Strategic Investment Opens Access to Different Part of Market
10/03/2025
Hawksford maintains European expansion with United Group acquisitions in Luxembourg and Malta
The latest acquisitions represent another key step in strengthening Hawksford’s European footprint, expanding its proposition in Luxembourg, while also adding a new operation in Malta.
10/03/2025
RBC Wealth Management: Scaling Global Trust with Local Precision in Asia
In conversation with Hubbis, Azim unpacks how a Canadian heritage, a global platform, and selective growth are converging to shape RBC’s value proposition in Asia’s private banking arena.
10/03/2025
Going beyond traditional wealth management is in demand says JPMorgan Private Bank
William Sinclair tells InvestmentNews about the bank’s new lifestyle offering
10/03/2025
Data concerns over corporate bonds flagged by wealth managers
Corporate bonds clearly remain a core part of client portfolios
10/03/2025
Multi-Family Office Rebrands Under New Name
Novum sets itself apart from traditional wealth managers: the company operates with an open architecture, in which client advisors hold a stake in the firm’s success.
10/02/2025
Private equity firm buys key stake in wealth manager to start buy-and-build programme
It will lead to a buy-and-build programme that will extend Equilibrium’s offer nationwide.
10/02/2025
Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite
The partnership reflects rising demand for tech-based, scalable estate planning solutions for RIAs and other financial planning professionals.
10/02/2025
J.P. Morgan Asset Management Opens the Market
J.P. Morgan Asset Management offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity.
10/02/2025
HSBC Global Private Banking Expands Frontline and Risk Capabilities to Drive Sustainable Growth in Asia
The new hires reflect HSBC’s commitment to expanding its coverage for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Southeast Asia and the wider region, while strengthening the second line of defence that underpins safe, resilient
10/02/2025
Opera announces further expansion through acquisition of Accuro
Accuro joins Opera as part of Project Overture, a five-year plan to optimise how the group operates, grows organically and expands into new markets and jurisdictions by partnering with the right businesses.
10/02/2025
NuWealth rebrands to Quilter Invest
As Quilter Invest, the platform is designed to support clients in the earlier stages of their investment journey, while also offering a proposition to advisers who have clients who may not be ready for full financial advice.
10/02/2025
Nature is Precious And Expensive: Potential And Limitations of Private Finance
Switzerland faces a multibillion challenge, writes Erol Bilecen, Head of Sustainable Finance at the Swiss Bankers Association.