Wealth
Aberdeen Investments has appointed Finloop Finance as a distributor for its Global Private Markets strategy, marking a shift toward digital delivery. By leveraging tokenized interests, the asset manager aims to provide professional investors in Hong Kong streamlined access to private equity, credit, infrastructure, real estate, and natural resources.
Wealth
UK-based Schroders is expanding its footprint in Southeast Asia by forming a joint venture with ttb wealth securities, a subsidiary of TMBThanachart Bank. The collaboration aims to provide sophisticated investment strategies to high-net-worth and ultra-high-net-worth clients, marking a strategic shift toward localized partnerships to capture growing regional affluence.
Wealth
Ten years after divesting its Asian private banking arm to OCBC, Barclays is returning to the Singapore market with a newly launched booking centre. The move signals a strategic pivot for the UK-headquartered group, aiming to capture the rising tide of cross-border wealth flowing through the city-state.
Wealth
Belfast’s financial landscape is shifting as Lync Wealth Management acquires Carleton Financial Planning and RJ Savage Asset Management. These dual acquisitions inject approximately £300 million in assets under advice into the firm’s regional portfolio, signaling an aggressive push to establish a dominant wealth management hub across Northern Ireland.
Wealth
Columbia Threadneedle Investments has launched its fourth QR Series active ETF, targeting emerging market equities across major European exchanges, while Edinburgh-based Aubrey Capital Management moves its headquarters to a new facility in the city’s West End to support its evolving operational needs.
Wealth
Overlooking the bustling Place d’Armes in La Condamine, Edmond de Rothschild has consolidated its Monegasque operations into a new 5,300-square-metre headquarters. The move marks four decades of the private bank’s presence in the principality, housing 270 employees within a purpose-built structure designed to mimic the intimacy of a luxury townhouse.
Wealth
After a two-year transformation cycle, UK wealth manager Brooks Macdonald reached record funds under management and advice of £21.7 billion for the 2026 fiscal year. The firm reported a 14 percent increase in assets and a return to positive annual net inflows, signaling a recovery in operational momentum.
Wealth
Bank of Singapore is bolstering its Dubai operations with the appointment of two experienced relationship managers, Mahesh Ramakrishnan and Shikhy Chandhok. These strategic hires signal a continued push to deepen the firm’s presence in the Middle East, a region now ranked among its three primary global financial hubs.
Wealth
UK law firm Penningtons Manches Cooper is planting its first flag outside domestic borders with a new private wealth practice in Singapore. The firm tapped Rachel Yao to spearhead the regional expansion, tasking her with navigating cross-border succession planning and governance for ultra-high-net-worth clients across the Asia-Pacific market.
Wealth
Hong Kong-based asset manager GRT Capital Management has officially entered the Middle East, establishing a new regional hub within the Dubai International Financial Centre. The firm, now regulated by the Dubai Financial Services Authority, aims to capture growing demand for alternative and Shariah-compliant investment strategies across the MEASA region.
Wealth
Barclays has expanded its footprint in Singapore, launching a private bank booking centre designed to cater to ultra-high net worth individuals and family offices. This move positions the firm to capture a growing share of the Asia-Pacific market, which is projected to become the world's largest wealth hub by 2030.
Wealth
London-based Pacific Asset Management and global giant Citi Wealth are reshuffling their senior ranks to bolster investment and platform capabilities. Scott Spencer joins the former to drive multi-asset strategy, while Elizabeth McElherne steps into a pivotal leadership role at Citi to manage complex global investment vehicles.
Wealth
Swiss legislators have signaled a shift in banking oversight, backing a plan that requires UBS to hold 50 percent of its foreign subsidiary capital in Common Equity Tier 1. The proposal offers a middle ground for the banking giant, which has resisted government demands for full, rigid capital backing.
Wealth
Investment firms are aggressively diversifying their product suites to capture shifting demand, with Schroders launching regional active ETFs, Utmost establishing a dedicated distribution arm in Portugal, and Seraphim Space debuting a specialized fund focused on the burgeoning space economy.
Wealth
Nearly every professional investor surveyed by London-based fund manager Robocap anticipates a major AI breakthrough this year, fueled by a massive expansion in computational power. With $513 billion in assets under management represented, the findings suggest that artificial intelligence will account for 22 percent of global economic growth.
Wealth
The global surge in artificial intelligence investment is fueling trade surpluses and GDP growth in Korea, Singapore, Taiwan, and Malaysia. However, this semiconductor-driven momentum obscures a troubling stagnation in non-AI export sectors, as rising competition from China challenges the region’s traditional manufacturing dominance.
Wealth
With €87 million in net profit for the first half of 2026, Copenhagen-based Saxo Bank has eclipsed its previous financial benchmarks. Despite a global landscape defined by geopolitical tension and persistent macroeconomic uncertainty, the firm secured an 18 percent year-on-year increase, signaling robust expansion in its core commercial metrics.
Wealth
A £2.7 billion deal has officially transitioned JTC from a publicly traded firm on the London Stock Exchange to a private entity. The acquisition, led by private equity firm Permira alongside the Canada Pension Plan Investment Board, marks a new chapter for the Jersey-based global professional services provider.
Wealth
Nearly nine out of ten UK charities have ramped up their private equity holdings over the past two years, signaling a broader departure from traditional investment models. A new study from wealth manager Rathbones reveals that these organizations are prioritizing capital growth and diversification through complex, active strategies.
Wealth
Geneva-based Pictet Asset Management has appointed Alfred Le Léon as head of ETF distribution for the EMEA region. The creation of this new role follows the firm’s recent entry into the European ETF market, signaling a strategic effort to capture rising demand for passive and active index-based investment vehicles.
Wealth
Paris-based asset manager Carmignac has officially expanded into the Middle East, launching a new regional office within the Dubai International Financial Centre. The firm secured authorization from the Dubai Financial Services Authority, marking a calculated push to capture growing demand from institutional and private wealth investors across the region.
Wealth
The global surge in artificial intelligence will demand a staggering $31.6 trillion in infrastructure investment through 2050, according to a new report from PwC. Unlike traditional construction cycles, this capital expenditure will be driven primarily by rapid, recurring hardware upgrades rather than mere physical building footprints.
Wealth
As regulators in the U.S. and Europe open private credit markets to retail investors, the CFA Institute warns that current oversight is failing to keep pace. The expansion of these illiquid, complex assets into wealth platforms creates structural vulnerabilities that demand more rigorous fund governance and transparency standards.
Wealth
As regulators in the US and Europe lower barriers for retail investors to enter private credit markets, a new report from the CFA Institute warns that current oversight frameworks are lagging behind. The shift toward semi-liquid vehicles and digital platforms risks exposing less sophisticated investors to complex, illiquid assets.
Wealth
A wave of senior appointments across London-based financial and legal institutions signals a strategic push to bolster investment capabilities and governance. Columbia Threadneedle Investments, Fidelity International, and law firm Charles Russell Speechlys have all announced key hires to navigate shifting regulatory landscapes and expand their client-facing expertise.
Wealth
Denny Pole and Weiwei Chen are leaving Julius Baer to join Deutsche Bank’s Swiss operations this September. The move marks a strategic effort to scale the bank's Financial Intermediaries division, as the firm looks to deepen its footprint in European, international, and emerging markets through seasoned wealth management leadership.
Wealth
AlTi Global, the wealth manager with $49 billion in assets, faces a complex path to privatization as a massive valuation gap persists. The firm’s potential exit is currently constrained by the formidable contractual protections held by its two largest minority investors, Allianz X and Constellation Wealth Capital.
Wealth
AlTi Global, the $49 billion RIA that went public via SPAC last year, faces a complex path toward a potential take-private deal. While the firm explores a sale before year-end, the process remains deadlocked as buyers struggle to reconcile the firm's valuation with the extensive protections held by its minority investors.
Wealth
Fortress Investment Group is pushing its private wealth solutions beyond the Americas, tapping industry veterans Yuko Umino and Harry Bush to spearhead expansion into Japan and EMEA. The move signals a strategic bid to capture shifting household savings in regions where cash remains the dominant asset class.
Wealth
Swiss banks shattered financial records in 2025, pushing aggregate net income to 73.8 billion francs while assets under management surged past the 10 trillion mark. Despite this headline growth, the industry faces an uneasy transition as regulators weigh stricter capital mandates for UBS and headcount continues to shrink.
