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

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

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.

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

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

Hong Kong’s changes to its fund tax exemption is expected to draw more regional and global asset managers to the city, according to KPMG.

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

Additiv’s AI-enabled wealth orchestration platform is used by financial institutions to shorten launch times. Credit: Smallroombigdream/ Shutterstock.com Temenos has completed its purchase of ...

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.

The updated approach included a condition stating it would be withdrawn automatically if made public. Credit: Andrii Yalanskyi/ Shutterstock.com. Perpetual has declined an updated A$22.07 ($15.46) per ...