Editors

The proposed deal builds on a strategic partnership announced in March, with IFCG considering the adoption of WRISE’s AI-driven adviser technology after the transaction closes.

The private bank is linking investment advice with business transition and family stewardship as it expands its services for ultra-wealthy clients.

The former Bank of Singapore executive will oversee mandates, funds and alternatives as Deutsche Bank strengthens its investment solutions team.

The democratisation of private markets is giving family offices and wealthy investors enhanced access, but experts warn that liquidity risks remain easy to underestimate.

Julius Baer’s latest research highlights the challenge of turning founder-led wealth into shared ownership.

Portfolios can be inherited, but leadership cannot. As a massive generational wealth transfer looms, top private banks are partnering with elite universities to prepare heirs for the realities of family governance and enterprise stewardship.

RBC Wealth Management has named a Singapore private banking head and expanded its regional team. LGT Wealth India has appointed an alternatives CIO to lead its private markets platform.

Citi Wealth is adding equity exposure while looking to gold and natural resources for resilience as persistent inflation challenges traditional portfolio protection.

Nomura is building client coverage for Southeast Asia and the Middle East, while Schroders is extending its wealth advisory offering to Asia.

The partnership will offer access to private assets, infrastructure and venture investments through a range of evergreen private markets funds.

Real assets are gaining favour over private credit among the region's wealth advisers, but client adoption remains stubbornly low, new report finds.

The firm’s latest survey shows rapid adoption plans for tokenised funds and digital cash settlement among wealth and asset managers.