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.

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

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

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.

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