Clementine Trott asks if the younger generations be relied upon to fund the next decade of sustainable investing?

Vontobel has posted a record first-half profit after an improvement in efficiency helped lift earnings sharply in the first six months of 2026. Half-year profit rose 87% year-on-year to SFr216m.

Carlyle and Bain Capital are in contention to acquire Wealth Enhancement in a deal that could value the wealth management platform at about $7bn including debt, the Financial Times has reported.

Swedish private equity firm EQT AB has raised its takeover proposal for Australian investment manager Perpetual to about A$2.6bn ($1.8bn).

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 ...