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Wealth Management
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Goldman Sachs, Bank of America, and other Wall Street banks are vying for the wealth management business of AI company Anthropic's employees, as its IPO is expected to exceed $86.2 billion, potentially generating hundreds of millions in employee wealth.
Goldman Sachs, Bank of America, and other Wall Street banks are vying for the wealth management business of AI company Anthropic's employees, as its IPO is expected to exceed $86.2 billion, potentiall
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Bitcoin Suisse plans to shift up to half of its Swiss back-office jobs abroad to lower-cost international hubs, citing global expansion
The Swiss crypto financial services firm intends to move these functions as it expands its global wealth and asset management business, according to Finews.
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Hong Kong banks expect mainland Chinese investors to drive wealth management boom, with AUM share projected to reach 68% from 59% within five years
Hong Kong banks expect mainland Chinese investors to drive wealth management boom, with AUM share projected to reach 68% from 59% within five years
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Hang Seng Bank Launches Five Wealth Management Strategies to Address Changes in Hong Kong's Wealth Landscape
Hang Seng Bank has launched five wealth management strategies aimed at addressing changes in Hong Kong's wealth landscape, shifting from single-product investments to integrated planning. These strate
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Rogo, a Wall Street-favored AI startup, secures approximately $30 million in strategic investment to deploy AI agents in wealth management.
Rogo Technologies has secured a new strategic investment round of approximately $30 million. The company, whose AI agents are currently utilized by major investment banks such as JPMorgan Chase and Ba
-
UBS to cease fund sales on China wealth platform by end of September amid stiff competition
UBS Fund Distribution (Shenzhen), known as UBSFS, will cease its fund sales business, including fund subscription and fund switching, by the end of September. The Swiss bank stated it remains committe
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St. James's Place Appoints Justin Onuekwusi as Chief Executive Officer of Investment Business
St. James's Place, the UK wealth management firm, has officially appointed Justin Onuekwusi as Chief Executive Officer, Investments, a role he had been filling on an interim basis since January. Onuek
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Hong Kong University launches wealth management academy to boost city’s role as hub for 'new money'
Hong Kong’s first university-led Wealth Management Academy, established by The University of Hong Kong Business School, was launched on Tuesday. It aims to bring together policymakers, financial insti
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MAS: Major Banks Have Not Observed Significant Impact of China's Offshore Trust Tax on Singapore's Wealth Management Industry
The Monetary Authority of Singapore (MAS), in response to a parliamentary query, stated that major banks have not observed a significant impact from China's offshore trust tax rules on Singapore's wea
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Standard Chartered Plans to "Double Down" on Greater China Wealth Opportunities, Despite Beijing's Enhanced Tax Enforcement on Cross-Border Investments
Judy Hsu Chung-wei, Standard Chartered's CEO of Wealth and Retail Banking, said last week that the bank plans to increase investment and hiring in wealth centers in Hong Kong, mainland China, and Taiw
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JPMorgan Chase executive Kwang Kam-shing states Hong Kong's long-term wealth hub status is safe from mainland investment curbs
Kwang Kam-shing, Hong Kong CEO and chairwoman of North Asia at JPMorgan Chase, believes that while Beijing's recent curbs on cross-border investment and a tax shift targeting overseas insurance gains
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What is AKTIO Coin? An Analysis of the Akt.io Platform Token and Its Market Status
AKTIO coin is a cryptocurrency issued by the Akt.io platform, aiming to integrate digital payments and wealth management through an all-in-one application, offering investment, payment, and yield functions. The project had planned to transform traditional finance with services like the AI-driven WealthBot and Euro Vault. However, as of August 29, 2026, the AKTIO token exhibits extremely low market liquidity, with abnormal 24-hour trading volume and circulating supply data, indicating nearly stagnant trading activity. Investors should be wary of related risks.
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Vanguard acquires wealth management platform Altruist for roughly $4 billion
The world's second-biggest investment firm is making a bigger push into financial advice by acquiring Altruist, a fintech platform founded in 2018. Altruist provides custodial and administrative servi
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Constellation Wealth Capital (CWC) Acquires Minority Stake in Confluence Financial Partners, a Wealth Manager Overseeing $7.6 Billion AUM
The alternative asset management firm CWC has agreed to take a minority holding in Confluence Financial Partners, an independent wealth management business. Confluence oversees approximately $7.6 bill
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Hang Seng Bank opens its second wealth management centre in Hong Kong, doubling down on its network of wealth centres to cater to high-net-worth clients, despite Beijing tightening scrutiny on cross-border investments by mainland investors.
Hang Seng Bank opens its second wealth management centre in Hong Kong, doubling down on its network of wealth centres to cater to high-net-worth clients, despite Beijing tightening scrutiny on cross-b
-
Kestra Financial Hires Former BlackRock Executive Kelly Apple as Head of Wealth Management
Kestra Financial, an Austin, Texas-based broker/dealer and registered investment advisor, has appointed Kelly Apple to lead its investment, planning, and advisory operations. Apple joins Kestra from B
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Goldman Sachs remains upbeat on offshore wealth management despite China's tighter scrutiny, forecasts Standard Chartered wealth fee income to grow 30% by 2026
Goldman Sachs remains upbeat on offshore wealth management despite China's tighter scrutiny, forecasts Standard Chartered wealth fee income to grow 30% by 2026. The Wall Street investment bank also pr
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Pimco’s Stracke Says Wealth Managers Are Shying Away From Private Credit
Pimco's Stracke says wealth managers are shying away from private credit and stepping up their search for alternatives, as wealth managers continue to be affected by several major direct lending funds
-
Wealth management firms cut fees to woo rich AI company employees
Wealth management firms are lowering service fees to attract employees at tech companies like Anthropic and OpenAI who are rich in equity. This move reflects the rise of these employees, who are shift
-
Caleb & Brown expands to UK, focusing on high-net-worth clients to tap into crypto demand
Caleb & Brown expands to UK, focusing on high-net-worth clients to tap into crypto demand
-
Morgan Stanley generated $74bn in Q2 wealth management assets, driven by SpaceX and other IPO underwriting
Morgan Stanley generated $74 billion in second-quarter wealth management assets. This significant haul was primarily driven by the bank's underwriting activities for initial public offerings (IPOs), i
-
Wealth Management Clients Increasingly Use AI Chatbots for Financial Advice, Challenging Traditional Advisors
Wealth management clients, including high-net-worth individuals, are increasingly turning to AI chatbots like Claude and ChatGPT for portfolio recommendations and tax advice, according to industry lea
-
OKX to list GRVT/USDT for spot trading
OKX announced it will list GRVT/USDT for spot trading. Deposits for GRVT will open at 03:00 UTC on July 30, 2026, with spot trading commencing at 13:00 UTC on the same day. Grvt is described as a self
-
HSBC to Establish Global AI Excellence Centre in Singapore
HSBC announced it will open a global AI excellence centre in Singapore in the second half of 2026. The centre will focus on enhancing customer wealth journeys, treasury activities, and digital payment
-
Goldman Sachs, Bank of America, and other Wall Street banks are vying for the wealth management business of AI company Anthropic's employees, as its IPO is expected to exceed $86.2 billion, potentially generating hundreds of millions in employee wealth.
Goldman Sachs, Bank of America, and other Wall Street banks are vying for the wealth management business of AI company Anthropic's employees, as its IPO is expected to exceed $86.2 billion, potentiall
-
Bitcoin Suisse plans to shift up to half of its Swiss back-office jobs abroad to lower-cost international hubs, citing global expansion
The Swiss crypto financial services firm intends to move these functions as it expands its global wealth and asset management business, according to Finews.
-
Hong Kong banks expect mainland Chinese investors to drive wealth management boom, with AUM share projected to reach 68% from 59% within five years
Hong Kong banks expect mainland Chinese investors to drive wealth management boom, with AUM share projected to reach 68% from 59% within five years
-
Hang Seng Bank Launches Five Wealth Management Strategies to Address Changes in Hong Kong's Wealth Landscape
Hang Seng Bank has launched five wealth management strategies aimed at addressing changes in Hong Kong's wealth landscape, shifting from single-product investments to integrated planning. These strate
-
Rogo, a Wall Street-favored AI startup, secures approximately $30 million in strategic investment to deploy AI agents in wealth management.
Rogo Technologies has secured a new strategic investment round of approximately $30 million. The company, whose AI agents are currently utilized by major investment banks such as JPMorgan Chase and Ba
-
UBS to cease fund sales on China wealth platform by end of September amid stiff competition
UBS Fund Distribution (Shenzhen), known as UBSFS, will cease its fund sales business, including fund subscription and fund switching, by the end of September. The Swiss bank stated it remains committe
-
St. James's Place Appoints Justin Onuekwusi as Chief Executive Officer of Investment Business
St. James's Place, the UK wealth management firm, has officially appointed Justin Onuekwusi as Chief Executive Officer, Investments, a role he had been filling on an interim basis since January. Onuek
-
Hong Kong University launches wealth management academy to boost city’s role as hub for 'new money'
Hong Kong’s first university-led Wealth Management Academy, established by The University of Hong Kong Business School, was launched on Tuesday. It aims to bring together policymakers, financial insti
-
MAS: Major Banks Have Not Observed Significant Impact of China's Offshore Trust Tax on Singapore's Wealth Management Industry
The Monetary Authority of Singapore (MAS), in response to a parliamentary query, stated that major banks have not observed a significant impact from China's offshore trust tax rules on Singapore's wea
-
Standard Chartered Plans to "Double Down" on Greater China Wealth Opportunities, Despite Beijing's Enhanced Tax Enforcement on Cross-Border Investments
Judy Hsu Chung-wei, Standard Chartered's CEO of Wealth and Retail Banking, said last week that the bank plans to increase investment and hiring in wealth centers in Hong Kong, mainland China, and Taiw
-
JPMorgan Chase executive Kwang Kam-shing states Hong Kong's long-term wealth hub status is safe from mainland investment curbs
Kwang Kam-shing, Hong Kong CEO and chairwoman of North Asia at JPMorgan Chase, believes that while Beijing's recent curbs on cross-border investment and a tax shift targeting overseas insurance gains
-
Vanguard acquires wealth management platform Altruist for roughly $4 billion
The world's second-biggest investment firm is making a bigger push into financial advice by acquiring Altruist, a fintech platform founded in 2018. Altruist provides custodial and administrative servi
-
Constellation Wealth Capital (CWC) Acquires Minority Stake in Confluence Financial Partners, a Wealth Manager Overseeing $7.6 Billion AUM
The alternative asset management firm CWC has agreed to take a minority holding in Confluence Financial Partners, an independent wealth management business. Confluence oversees approximately $7.6 bill
-
Hang Seng Bank opens its second wealth management centre in Hong Kong, doubling down on its network of wealth centres to cater to high-net-worth clients, despite Beijing tightening scrutiny on cross-border investments by mainland investors.
Hang Seng Bank opens its second wealth management centre in Hong Kong, doubling down on its network of wealth centres to cater to high-net-worth clients, despite Beijing tightening scrutiny on cross-b
-
Kestra Financial Hires Former BlackRock Executive Kelly Apple as Head of Wealth Management
Kestra Financial, an Austin, Texas-based broker/dealer and registered investment advisor, has appointed Kelly Apple to lead its investment, planning, and advisory operations. Apple joins Kestra from B
-
Goldman Sachs remains upbeat on offshore wealth management despite China's tighter scrutiny, forecasts Standard Chartered wealth fee income to grow 30% by 2026
Goldman Sachs remains upbeat on offshore wealth management despite China's tighter scrutiny, forecasts Standard Chartered wealth fee income to grow 30% by 2026. The Wall Street investment bank also pr
-
Pimco’s Stracke Says Wealth Managers Are Shying Away From Private Credit
Pimco's Stracke says wealth managers are shying away from private credit and stepping up their search for alternatives, as wealth managers continue to be affected by several major direct lending funds
-
Wealth management firms cut fees to woo rich AI company employees
Wealth management firms are lowering service fees to attract employees at tech companies like Anthropic and OpenAI who are rich in equity. This move reflects the rise of these employees, who are shift
-
Caleb & Brown expands to UK, focusing on high-net-worth clients to tap into crypto demand
Caleb & Brown expands to UK, focusing on high-net-worth clients to tap into crypto demand
-
Morgan Stanley generated $74bn in Q2 wealth management assets, driven by SpaceX and other IPO underwriting
Morgan Stanley generated $74 billion in second-quarter wealth management assets. This significant haul was primarily driven by the bank's underwriting activities for initial public offerings (IPOs), i
-
Wealth Management Clients Increasingly Use AI Chatbots for Financial Advice, Challenging Traditional Advisors
Wealth management clients, including high-net-worth individuals, are increasingly turning to AI chatbots like Claude and ChatGPT for portfolio recommendations and tax advice, according to industry lea
-
OKX to list GRVT/USDT for spot trading
OKX announced it will list GRVT/USDT for spot trading. Deposits for GRVT will open at 03:00 UTC on July 30, 2026, with spot trading commencing at 13:00 UTC on the same day. Grvt is described as a self
-
HSBC to Establish Global AI Excellence Centre in Singapore
HSBC announced it will open a global AI excellence centre in Singapore in the second half of 2026. The centre will focus on enhancing customer wealth journeys, treasury activities, and digital payment
-
Fidelity Expands Its Institutional-Grade SMA Product Line, Adding 8 New Custom and Model Strategy Services for Wealth Management Firms
Svmuu News: Asset management firm Fidelity Investments announced the expansion of its Separately Managed Account (SMA) product line, adding six customized strategies and two model strategies for Regis
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What is AKTIO Coin? An Analysis of the Akt.io Platform Token and Its Market Status
AKTIO coin is a cryptocurrency issued by the Akt.io platform, aiming to integrate digital payments and wealth management through an all-in-one application, offering investment, payment, and yield functions. The project had planned to transform traditional finance with services like the AI-driven WealthBot and Euro Vault. However, as of August 29, 2026, the AKTIO token exhibits extremely low market liquidity, with abnormal 24-hour trading volume and circulating supply data, indicating nearly stagnant trading activity. Investors should be wary of related risks.
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