All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Vontobel’s H1 profit jumps 87% as efficiency gains strengthen results
Assets under management stood at SFr252.2bn at 30 June 2026, up 5%.
Lazard net income plunges 91% over “elevated tax rate” in Q2 2026
Average assets under management were $279bn in the second quarter of 2026, 17% above the level of the second quarter of 2025.
Indian securities regulator may let portfolio managers invest abroad
SEBI has also suggested permitting 10% of client money to be allocated to unlisted debt, an area that is currently barred.
Indonesia’s Danantara to take control of four state-owned fund managers
Taken together, the four companies managed AUM of more than Rp170tn ($9.5bn) as of June 2026.
Advyzon debuts native AI system for advisers
The product is built with access to client relationships, workflow records, permissions and governance.
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EFG International AUM reaches SFr196.3bn in H1 2026
The first-half movement was primarily the result of organic net inflows, alongside supportive markets and currency movements.
Fidelis Capital names Herb Achey as partner
Achey joins after a 30-year career at U.S. Trust / Bank of America Private Bank.
CIMB unveils private wealth proposition for ASEAN clients
As per The Business Times, the group intends to roll out the private wealth business in Singapore and Thailand before year-end.
Julius Baer first half profit more than doubles on strong inflows
The Swiss wealth manager reported IFRS net profit of SFr673m ($831.2m) for the six months to June 2026.
Wealthtech Veriqus secures over $40m in funding
The company serves high net worth individuals, family offices, entrepreneurs and institutional clients.