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 ...

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 ...

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.

Moneta has expanded its international wealth offering into the UK through partnership with London-based Thomson Tyndall.

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

Grace Lavelle has been appointed CIO, while Caspar Rock, who has held the role for the past decade, will become vice chair of Schroders Wealth Management.

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

Achey has worked with ultra-high-net-worth individuals, multi-generational families and family offices for more than 45 years. Credit: metamorworks/ Shutterstock.com. Fidelis Capital has appointed ...

Moneysupermarket is due to introduce an investment platform, giving users the ability to open accounts and buy and sell mutual funds and exchange traded funds, reported the Financial Times.