Wealth
After nearly two decades navigating the high-net-worth landscape, James Charlton has joined Quilter Cheviot as an investment manager in Liverpool. The veteran advisor, formerly of Barclays Private Bank, steps into the role to oversee tailored portfolios for business owners and executives under the leadership of Nigel Hibbert.
Wealth
Kamran Djavadi, a seasoned banking veteran with experience at Barclays, HSBC, and CMB, has been named group chief operating officer at Azura Partners. Based in the firm's Monaco headquarters, he will report directly to founder and CEO Ali Jamal as the company looks to scale its global wealth management operations.
Wealth
BNP Paribas has introduced its THEAM Quant Transatlantic Target Premium fund to core European markets, while M&G Investments is taking its global value strategy international with the launch of a new Luxembourg-domiciled fund, signaling a broader push to capture investor demand for diversified, systematic income.
Wealth
A 16 percent share price drop forced Rathbones to announce a £20 million stock buyback program this week, following the wealth manager’s decision to halt inflows from clients requiring enhanced due diligence. The firm faces £60 million in net costs linked to compliance failures identified during a regulatory review.
Wealth
London-based asset manager Fasanara Capital has established its first American presence, securing space in Manhattan’s Rockefeller Center. The firm, which specializes in alternative credit and fintech-driven financing, aims to leverage this base to deepen ties with North American institutional investors, family offices, and strategic wealth platforms.
Wealth
With regional assets under management projected to hit $34.5 trillion by 2030, Singapore is outpacing the broader Asia-Pacific market growth rate. According to a new PwC report, the city-state is leveraging its deep sovereign wealth base and progressive regulatory framework to cement its status as a critical cross-border financial anchor.
Wealth
Michael Slater has been named managing director for the Middle East at global investor services group IQ-EQ. Based in the Dubai International Financial Centre, Slater takes the helm as the firm seeks to capitalize on surging institutional capital and increasing demand for specialized investment solutions across the region.
Wealth
With three decades of experience navigating the financial landscapes of Saudi Arabia and the United Arab Emirates, Michael Slater has been appointed managing director for the Middle East at global investor services group IQ-EQ. Operating from the Dubai International Financial Centre, he will spearhead the firm’s regional growth and institutional partnerships.
Wealth
London-based Fenchurch Advisory Partners has secured a definitive agreement to acquire Broadhaven Capital Partners, a boutique firm operating out of New York and Chicago. The deal consolidates two specialized teams into a single entity boasting over 110 investment bankers focused exclusively on the global financial services sector.
Wealth
With over $1.5 trillion in institutional capital managed by local sovereign wealth funds, Abu Dhabi has become the latest strategic target for investor services group IQ-EQ. Following its initial Dubai launch earlier this year, the firm is now establishing a physical presence within the Abu Dhabi Global Market.
Wealth
Conflict persists over the future of the PG3 family office, as reports of a structural rift between Partners Group founders are being flatly dismissed. While recent claims suggested Urs Wietlisbach was carving out an independent unit to manage his fortune, sources close to the firm maintain the shared platform remains entirely intact.
Wealth
Three lawyers from Watson Farley & Williams have joined Mishcon de Reya’s UAE office, marking a significant step in the firm’s regional expansion. Charlotte Bijlani steps in as partner and co-head of the disputes practice, accompanied by managing associate Haya Al Bawab and associate Gabriela Benavides.
Wealth
Damian Robinson, a veteran with over thirty years in the financial sector, will take the helm of the market team for UBS’s wealth management division in Australia. Starting July 13, he will operate out of the firm’s Sydney office, reporting directly to global wealth management head Andrew Bird.
Wealth
A fresh round of executive appointments across the wealth management landscape sees ING and Schroders Capital adding seasoned talent to their UK and European operations. The moves signal a push for deeper client integration and expanded capacity in complex credit and asset-based finance strategies as firms navigate shifting market demands.
Wealth
Christopher Rossbach, chief investment officer at J Stern & Co, is doubling down on artificial intelligence and high-end consumer goods. Speaking in London, the portfolio manager highlighted a strategic shift toward long-term growth, prioritizing established tech giants and European luxury firms within his firm’s global equity portfolio.
Wealth
ING Belgium has launched a new digital wealth planning tool, ING Financial Compass, developed in partnership with European wealthtech firm Abbove. The platform aims to modernize advisory services for personal and private banking clients by centralizing financial data and simplifying complex estate and succession planning.
Wealth
With global weather agencies predicting a severe El Niño event by mid-2026, economists warn of a looming spike in food inflation. The combination of erratic rainfall, persistent heatwaves, and lingering disruptions in the fertilizer supply chain could push agricultural commodity prices into double-digit growth within the coming year.
Wealth
Thirty European family offices are exploring a move to Hong Kong, drawn by favorable tax policies and renewed confidence in regional markets. Government data confirms these firms represent nearly a fifth of the current investment pipeline managed by InvestHK, signaling a steady shift in capital toward Asian financial hubs.
Wealth
Global markets surged and Brent crude prices dropped 4.6 per cent on Monday after the United States and Iran finalized a framework to end their conflict, effectively signaling a reopening of the vital Strait of Hormuz and easing the geopolitical pressure that has dominated investor sentiment for months.
Wealth
With roughly 2,000 single-family offices now operating within its borders, Singapore has launched a revised regulatory framework to manage its booming private wealth sector. The Monetary Authority of Singapore implemented the new rules this week, aiming to balance streamlined administrative processes with more rigorous monitoring of assets.
Wealth
The European Central Bank raised its policy rates by 25 basis points this Thursday, breaking a long-standing pause. As regional instability in the Middle East drives commodity prices higher, policymakers are attempting to anchor inflation expectations while navigating a fragile eurozone growth outlook that continues to dampen business and consumer confidence.
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Conflict is driving consolidation in the wealth management sector, as Mediolanum launches a flexible fixed-income strategy to navigate persistent market volatility, while the Schroder Asian Total Return Investment Company seeks a merger with Pacific Assets Trust to build scale against a backdrop of tightening trust discounts.
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Financial institutions are accelerating investments in automated screening as regulatory pressure mounts, with 93% of industry leaders now labeling adverse media monitoring as critical. As global enforcement penalties surged to $3.65 billion in 2024, the reliance on manual checks is increasingly viewed as a dangerous vulnerability in modern risk frameworks.
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Hong Kong-based investment firm MCM Partners has officially launched a dedicated family office platform to expand its wealth management and advisory services. The move comes as the city intensifies its competition with Singapore to solidify its position as the primary hub for private wealth management in Asia.
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With acceptance rates at institutions like Harvard and Stanford hovering between 3 and 5 percent, the battle for a spot at top-tier universities has reached a fever pitch. As generative AI transforms how students present their work, families are finding that traditional metrics of success are no longer sufficient.
Wealth
To capture a surging pool of regional capital, JP Morgan has doubled its Singapore-based workforce focused on ultra-high-net-worth individuals. The bank now employs over 50 relationship managers across Southeast Asia and Australia, a strategic pivot underscored by a significant reduction in entry thresholds for its private banking clients.
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More than half of ultra-high-net-worth individuals now rely on artificial intelligence to navigate financial decisions, marking a rapid shift from niche experimentation to mainstream integration. A BNY survey of 251 global investors reveals that 89 percent of these individuals actively target firms with significant exposure to AI technology.
Wealth
The WealthBriefing Wealth for Good Awards 2026 have honored the organizations and individuals currently redefining the intersection of commercial success and social responsibility. These accolades spotlight leaders who integrate sustainable investing and philanthropy into the core of their wealth management strategies, setting a new industry benchmark for impact.
Wealth
Lim Leong Guan has been named head of private banking for the Middle East, South Asia and International divisions at Bank of Singapore. Based in Dubai, he steps into the role vacated by Ranjit Khanna and will serve as CEO of the firm's Dubai International Financial Centre branch, pending regulatory approval.
Wealth
The United Arab Emirates has enacted a wholesale replacement of its 1985 Civil Code, moving away from incremental updates toward a modern, codified framework. Federal Decree Law No. 25 of 2025, which took effect in June 2026, aims to clarify legal hierarchy and bolster the nation’s appeal to international investors and family offices.
