New York-based financial technology firm Broadridge is extending its digital asset capabilities to wealth managers in the US, further bridging the gap with cryptocurrencies and...

Toronto-headquartered CIBC has announced the appointment of a new family office head to strengthen its coverage of ultra-rich clients in Canada. CIBC has appointed Jean-Frederic...

Mumbai-headquartered Avendus has hired Julius Baer’s former India CEO to lead its wealth management business. Avendus Wealth Management has appointed Umang Papneja as vice chairman...

Citi Private Bank has completed its Asia family office in forum in Hong Kong with a thematic focus on various topics, including artificial intelligence. Citi...

HSBC Private Bank in Singapore becomes the second market to gain access to HSBC Access, a proposition to provide investment opportunities in high-growth innovation companies....

The number of crypto millionaires fell by nearly half after prices dropped from an all-time high in 2025, according to a report by Henley &...

China’s tightening on tax measures related to offshore assets has yet to materially affect Singapore’s wealth management industry, according to the city-state’s regulator. Earlier this...

J.P. Morgan Private Bank has announced the appointment of dual chief executive officers to lead the business in its home market in the US. J.P....

The philanthropy landscape is facing a new generation of donors with with significantly greater prioritization of impact, innovation, and accountability, according to a report by...

UK-based wealth manager St. James’s has announced the appointment of a new investments CEO, replacing Tom Beal who will be leaving the firm. St. James’s...