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.

Indonesia’s PT Danantara Asset Management has signed a share purchase agreement (SPA) covering stakes in the four state-owned investment management firms.

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

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.

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.

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

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.

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

Additiv develops technology used by banks and wealth managers to create and roll out wealth offerings across the customer journey. Its platform is used by financial institutions t ...