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

Average assets under management were $279bn in the second quarter of 2026, 17% above the level of the second quarter of 2025.

Securities and Exchange Board of India (SEBI) has set out proposals to broaden what portfolio managers can buy, including overseas listed shares and bonds, securities that are yet to be listed, and ...

Advyzon has introduced Advyzon AI, a built-in AI system within its wealth management technology and data platform for financial advisers and investment managers.

EFG International reported revenue-generating assets under management of SFr196.3bn at the end of June 2026, representing a 21% increase from a year earlier.

Fidelis Capital has appointed Herb Achey, formerly of U.S. Trust / Bank of America Private Bank, as a partner.

The move is aimed at clients with cross-border financial needs, including US expatriates. Moneta Group Investment Advisors has expanded its international wealth offering into the UK through Moneta ...

Rothschild & Co has named Samantha Beach as a director and client adviser in its UK wealth management business in Manchester.

KPMG forecast full-year IPO fundraising of about HKD350bn ($44.6bn). Credit: Jr images/Shutterstock.com Hong Kong’s changes to its fund tax exemption and carried interest rules are expected to draw ...

Malaysia’s CIMB Bank Berhad has introduced CIMB Private Wealth, a wealth segment targeted at affluent clients in ASEAN.

Julius Baer's first-half profit more than doubled on sustained money inflows, rebounding from prior-year losses tied to credit provisions and a Brazilian divestment.