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.
08 Sep 2025
Goldman, T. Rowe Price partner to develop retirement and wealth strategies
The partnership is aimed at delivering new target-date strategies that integrate private market investments from Goldman Sachs by mid-2026.
05 Sep 2025
Merrill, BofA target UHNW clients with alts offering
Merrill Wealth Management and Bank of America Private Bank have announced the launch of the Alts Expanded Access Program, a new initiative tailored for ultra-high-net-worth (UHNW) clients with a net worth of US$50 million or more.
13 Aug 2025
UOB elevates Thailand WM head
The structured product veteran has spent most of his career working for US and Singaporean banks, spanning over 25 years across various regions.
15 Jul 2025
StanChart posts double-digit growth in structured products sales in Asia
The British bank sees investors’ risk appetite divided following the heightened market volatility triggered by the US tariffs in early April.