17 Nov 2025
Brookfield Alts Institute offers advisors interactive tool to assess alternatives
Brookfield and iCapital have introduced a portfolio modelling tool to help financial advisors show clients how alternative assets can strengthen diversification.
12 Nov 2025
Arta expands AI platform via bank partnerships
Arta Finance has expanded its AI platform for wealth management, with major banks in Asia adopting its AI-powered assistant to enhance advisory services.
12 Nov 2025
Calamos expands wealth team after autocallable ETF debut
Calamos Wealth Management has strengthened its leadership team following the launch of its autocallable ETF.
11 Nov 2025
RBC nabs US$1.2bn UBS team in US push
RBC Wealth Management is expanding its US reach by poaching a team from UBS with US$1.2 billion in assets under management.
31 Oct 2025
Emirates Investment Bank partners Avaloq for digital overhaul
Emirates Investment Bank has partnered with Swiss fintech firm Avaloq to update its wealth and investment management systems.
29 Oct 2025
Equitable acquires Stifel Independent Advisors to expand wealth management biz
Equitable is planning to acquire Stifel Independent Advisors to expand its growing wealth management business and strengthening its network of financial professionals across the United States.
28 Oct 2025
HK’s CMB Wing Lung Bank to offer structured deposits via cross-boundary WMC
The Hong Kong retail bank is expanding its eligible product offerings to investors in the Greater Bay Area through the cross-boundary Wealth Management Connect’s Southbound scheme.
20 Oct 2025
J.P. Morgan PB hires veteran structurer to lead Southeast Asia advice
The private banking arm of the US bank has hired the former Goldman Sachs MD to expand its business in the region.
13 Oct 2025
Raffles Family Office strengthens Hong Kong team with senior appointments
Michael Tung and Jennie Liang bring extensive backgrounds in private banking, wealth management, and family office services.
10 Oct 2025
BlackRock adds AI-powered commentary tool to Aladdin platform
BlackRock’s Aladdin Wealth platform is bringing artificial intelligence to wealth management, helping advisors turn data into personalised client insights.
29 Sep 2025
Chinese investors capitalise on gold WMP as safe haven rush intensifies
Sharkfin, digital and autocall strategies have gained traction via wealth management products in China as investors tap into the record-breaking rally of precious metals.
18 Sep 2025
SRP Americas 2025: standardisation triggers growth among advisors
Buy-side participants discussed the strategies of using structured products in portfolio construction at the SRP Americas 2025 conference held in Scottsdale, Arizona this week.