Rothschild & Co has named Samantha Beach as a director and client adviser in its UK wealth management business in Manchester.

Hong Kong’s changes to its fund tax exemption is expected to draw more regional and global asset managers to the city, according to KPMG.

Malaysia’s CIMB Bank Berhad has introduced CIMB Private Wealth, a wealth segment targeted at affluent clients in ASEAN.

Julius Baer's first-half profit more than doubled on sustained money inflows, rebounding from prior-year losses tied to credit provisions and a Brazilian divestment.

Perpetual has declined an updated A$22.07 ($15.46) per share buyout approach from Windflower, which is indirectly controlled by EQT.

Additiv develops technology used by banks and wealth managers to create and roll out wealth offerings across the customer journey. Its platform is used by financial institutions t ...

Moneysupermarket is due to introduce an investment platform, giving users the ability to open accounts and buy and sell mutual funds and exchange traded funds, reported the Financial Times.

The enlarged platform will be available to fund administrators across private markets. Credit: Inovational World/ Shutterstock.com. AngelList has acquired Ark PES, a provider of fund management ...

State Street has posted a net income of $1.08bn for the second quarter (Q2) of 2026, compared with $693m a year earlier, an increase of 56%.