Wealth and Society

08/09/2026

Barclays and Carmignac deepen wealth reach across Asia and the Gulf

Wealth and Society tracks 10 developments in global wealth management, from new booking centres in Singapore and Dubai to a landmark partnership between Schroders and ttb in Thailand and continued consolidation among independent advisers in North America.

02/09/2026

How can private banks serve clients holding Bitcoin as a long-term wealth asset?

Investment products already give wealthy clients Bitcoin price exposure. Serving clients who hold Bitcoin directly, and want to borrow against it, earn a return on it or pass it to heirs, is harder. Xapo Bank's second-quarter 2026 data show how one Bitcoin-focused bank handles that demand, though no...

01/09/2026

Victory Capital agrees $7 billion First Eagle deal, Vanguard buys Altruist

Wealth and Society tracks a week of consolidation and robust wealth earnings, as Victory Capital and Vanguard reshape asset management and adviser infrastructure through acquisitions, while Maybank and Scotiabank post strong wealth-linked earnings across Asia and Canada.

25/08/2026

Family offices embrace sophisticated, systems-level impact investing

Read the full article : https://www.wealthandsociety.com/updates-and-articles/family-offices-embrace-sophisticated,-systems-level-impact-investing

Family office conviction in sustainable investing remains strong, but capital is increasingly concentrating around established sectors, geographies and investment partners. A new survey of 121 family office representatives and asset owners across Asia Pacific and beyond shows a shift towards more integrated approaches to impact investing.

Key highlights:
🔹Impact allocations are rising: 27% of respondents now allocate more than half their portfolio to impact and ESG strategies, up from 17% in 2025. Overall, 58% have more than 10% of their portfolio exposed to impact.
🔹Systems investing is gaining ground: Systems investing ranked first at 31%, overtaking opportunistic allocation for the first time. Combined with total portfolio approaches, more than half now manage impact through a systems-level lens.
🔹Food and agriculture lead thematic priorities: Food and agriculture ranked first, followed by WASH, including oceans. New energy and mobility and healthcare also remained among the leading themes.
🔹Asia Pacific remains the focus: The region accounted for 43% of geographic preferences, while North America and Europe moved ahead of Africa.

Katy Yung, CEO of Sustainable Finance Initiative said family offices are increasingly polarising around impact, with some investors moving decisively while others remain in the testing phase.

The findings suggest the next phase of impact investing will depend less on appetite and more on access to credible opportunities, appropriate structures and trusted partners.

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25/08/2026

Singapore anchors fund managers with tax breaks, LGT hits record $511 billion

Singapore introduced tax, co-investment and talent measures aimed at anchoring more asset-management capital and activity locally. LGT, meanwhile, reported record assset under management (AUM) and faster net inflows, while Lombard Odier combined record client assets with 25% profit growth.

18/08/2026

HSBC Private Bank leverages entrepreneurial wealth and institutional access to drive growth

Tommy Leung, head of HSBC Private Bank South Asia, discusses how HSBC Private Bank is combining private banking and corporate and investment banking capabilities to address entrepreneurs’ personal wealth, operating business and succession needs.

18/08/2026

Wealth & Society rounds up a week of record earnings, new product launches and cross-border partnerships, as BTG Pactual posts record profit, China Merchants Bank tops $2.65 trillion in retail assets and Standard Chartered expands its gold income fund.

Banco BTG Pactual reported record adjusted net income as combined asset and wealth management assets rose 25% to BRL 2.7 trillion ($521.

14/08/2026

DBS and OCBC post record wealth growth as UOB sells asset manager to Allianz

Wealth and Society tracks a week of record wealth growth and major asset-management deals, led by record results from DBS and OCBC, and UOB's agreement to sell its asset manager to Allianz Global Investors.

05/08/2026

UBS wealth inflows reach $73 billion, as Standard Chartered posts record wealth income

Wealth and Society brings together the week's top wealth management stories, spanning record business performance, artificial intelligence (AI)-powered client service and strategic leadership moves across global private banking.

30/07/2026

Goldman Sachs builds platform for direct private-company investments
Read more: www.wealthandsociety.com/updates-and-articles/goldman-sachs-builds-platform-for-direct-private-company-investments

In the latest Wealth & Society weekly brief, we examine Goldman Sachs’ launch of a dedicated platform for direct private-company investments, alongside other developments shaping the wealth-management landscape.

🔹 Goldman Sachs is bringing together capabilities across alternative investments, direct private-company investing and secondary transactions to provide access to individual private-company opportunities.
🔹 The move reflects a broader industry trend as financial institutions look to build more sophisticated private-market offerings for wealthy clients and family offices.
🔹 As private companies remain private for longer, wealth managers are developing new approaches to sourcing opportunities, managing liquidity and supporting clients in complex investment decisions.