Dubai-based Stonegate Capital has tapped industry veteran Peter Warnes to lead its investment strategy as the nascent family office accelerates its expansion. With over three decades of experience across global markets, Warnes will oversee the firm’s portfolio construction, risk management, and manager selection for both public and private assets.
A coalition of Cambodian business families and UK-based Beryllus Capital has signed a memorandum of understanding to establish the Beryllus Capital Mekong Growth Fund. The venture aims to secure between $200 million and $500 million, with long-term aspirations of scaling the platform beyond $1 billion.
Departing Swiss Bankers Association chairman Marcel Rohner has issued a pointed warning to regulators: prioritizing financial stability at the expense of market competitiveness risks undermining the sector's long-term health. His comments surface as the government pushes for stricter capital mandates that directly impact the post-merger UBS.
Itaú Unibanco has consolidated its European wholesale banking activities under a single Luxembourg-based platform. This structural shift merges corporate, investment, and global markets operations to serve approximately 350 European clients, while the bank prepares for upcoming regulatory changes ahead of the sixth Capital Requirements Directive in 2027.
The British government’s new three-year anti-money laundering strategy, backed by a £550 million investment and 500 new staff, aims to dismantle illicit financial networks. However, industry experts warn that while the plan acknowledges the global scale of the threat, it remains a partial fix for complex, modern financial crimes.
Financial institutions across Monaco may soon face less regulatory scrutiny, as reports indicate the principality is set to be removed from the FATF grey list. Bloomberg cited sources suggesting the intergovernmental body will finalize the decision during its upcoming plenary meeting, marking a swift turnaround since the initial listing in June 2024.
The Federal Open Market Committee voted unanimously on Wednesday to lift interest rates by 25 basis points, pushing the target range to 4.0 percent. Facing stubborn inflation fueled by rising energy costs, the central bank’s decision marks a definitive shift in policy under newly appointed chairman Kevin Warsh.
Klay Group is intensifying its Asian footprint, confirming plans to launch an office in Hong Kong alongside new corporate advisory services in Singapore. This strategic push follows a period of rapid international growth for the financial services firm, which now manages a complex web of private and business interests globally.
With an estimated $124 trillion in generational wealth set to shift by 2048, business owners face mounting pressure to navigate complex exit strategies. A new BNY Wealth report, drawing on insights from 354 experts, reveals that while personal motivations drive nearly half of all sales, poor preparation remains a primary deal-killer.
Creative strategy and brand development took center stage as WealthBriefing unveiled the victors of its inaugural 2026 Innovation in Marketing Awards. The program highlights firms and professionals who have successfully navigated the complexities of wealth management communication to foster deeper client engagement and measurable business growth in a competitive global sector.
Paris-based sustainable investment manager Mirova has unveiled a revamped executive committee to anchor its drive toward becoming a global leader in sustainable finance. The leadership overhaul, effective following the firm's recent merger with Thematics Asset Management, marks a pivot toward scaling its integrated listed and private asset platforms.
With over $29 billion in assets under administration, Belasko has tapped industry veteran Edwin Chan as its new chief growth officer. Operating from the firm’s London office, Chan is tasked with steering global sales strategies and accelerating client acquisition as the company deepens its footprint across the private markets ecosystem.
Quoniam Asset Management is broadening its systematic equity offerings with a new Global Active Extension strategy, while Aberdeen Investments has secured a €80 million debt financing deal to accelerate the expansion of EZO’s electric vehicle charging network across Ireland and the UK.
The British government has unveiled a sweeping three-year strategy to combat financial crime, pledging to recruit 500 additional staff and invest at least £550 million. The initiative targets the dismantling of illicit networks and aims to centralize oversight of lawyers and accountants under the Financial Conduct Authority by 2028.
Global asset managers are ditching broad expansion in favor of disciplined growth, according to a new Northern Trust survey. As market volatility and fee pressures mount, firms are aggressively outsourcing non-core functions and embedding artificial intelligence into their operations to sharpen their competitive edge and streamline decision-making processes.
Banque J Safra Sarasin has established a physical presence in Athens, marking a fresh push to capture the Greek market for high-net-worth individuals and institutional clients. The new branch, located at 16 Vasilissis Sofias, officially began operations yesterday under the supervision of the Bank of Greece.
The UK wealth management sector is seeing a fresh wave of strategic hiring as firms bolster their regional presence and specialized services. From international law expertise in London to private client expansion in Cheltenham and North East portfolio management, firms are scaling their teams to meet growing market complexity.
Paris-based asset manager Carmignac is targeting European equity growth with a new flexible fund, while WisdomTree has broadened its commodities lineup by launching currency-hedged physical silver ETCs on major European exchanges to help investors mitigate the impact of sterling and euro volatility against the dollar.
The partners of Geneva-based private bank Bordier & Cie have appointed Nicolas Porchet as managing partner with unlimited liability. Effective immediately, the move secures a leadership role for a veteran banker who joined the firm in 2019 to spearhead business development and client acquisition strategies across international markets.
Banque J Safra Sarasin has officially inaugurated a new branch at 16 Vasilissis Sofias in Athens, marking a fresh expansion into the Greek market. The site will provide high-net-worth individuals and institutional clients direct access to the bank's international investment capabilities and wealth management expertise.
As WRISE Prestige marks two years in Hong Kong, the firm is codifying its advisory standards through a new certification program. The initiative aims to blend human judgment with artificial intelligence, professionalizing its network of over 400 consultants to meet the needs of an increasingly affluent Asian market.
Five years after launching its TargetNetZero platform, Switzerland’s Lombard Odier Investment Managers is broadening its reach with two new equity strategies. The firm now manages over $6.8 billion in climate-aligned assets, aiming to direct capital toward companies actively decarbonizing their operations rather than simply excluding high-emission industries from their portfolios.
Spark Capital Private Wealth Management has recruited a team of eight senior bankers to bolster its advisory ranks, underscoring the fierce battle for talent in India’s rapidly expanding wealth sector. The new hires join a firm managing $5.47 billion in assets as it scales to meet the needs of ultra-high-net-worth clients.
Hong Kong’s Securities and Futures Commission has granted approval-in-principle to Causeway Securities (HK) Limited, marking a strategic expansion for the Belfast-founded firm. This move positions the structured investment specialist to begin serving professional and institutional clients across the Asia-Pacific region once full authorization arrives.
Schroders plans to aggressively expand its active exchange-traded fund lineup before the end of the year, building on the recent launch of two regional equity vehicles. Tom Stephens, head of ETFs, confirmed the UK firm is targeting rapid growth in international markets including Taiwan, Australia, and the United States.
UK-based investment manager abrdn has converted two of its mutual funds into fully transparent exchange-traded funds, a strategic shift that coincides with the firm’s US ETF franchise crossing the $18 billion mark in total assets under management for the first time in its history.
While bitcoin currently trades 38 percent below its October 2025 peak, the global crypto economy has demonstrated surprising durability. According to the Henley & Partners Crypto Wealth Report 2026, the number of digital asset millionaires has reached 135,694, even as ownership demographics shift toward a younger, more mobile generation.
London-based law firm Maurice Turnor Gardner has unveiled MTG Trust Company, a new corporate entity designed to handle professional appointments as executor, trustee, attorney, and independent administrator. The firm launched the service to meet growing demand for neutral oversight in the increasingly convoluted landscape of private wealth management.
Institutional investors pivoted back toward risk in August, pushing the State Street Risk Appetite Index to 0.36 from July’s 0.18. Despite this rebound in confidence, portfolios are simultaneously swelling with cash, signaling a defensive stance that mirrors market conditions last observed during the 2008 financial crisis.
Despite geopolitical friction and volatile energy markets, the global economy is defying bearish forecasts through robust corporate earnings and rapid structural adaptation. HSBC Private Bank now suggests that the wave of investor optimism is expanding beyond US mega-caps, signaling a broader, more sustainable cycle for the final quarter of 2026.
