Wealth and Society

20/10/2026

Morgan Stanley and Citi Wealth gain assets as HSBC and Standard Chartered expand services

Morgan Stanley reported $232.4 billion in net new assets, while major wealth businesses continued to post stronger client growth.

13/10/2026

How HLB is keeping pace with clients’ growing wealth

HLB is seeking to convert more of its retail and commercial banking relationships into wealth relationships and retain customers as their assets become increasingly sophisticated, cross border and intergenerational. Its growth ambitions depend on deepening relationships it already has while building...

09/10/2026

Singapore must evolve its family-office proposition

Gan Kim Yong, Singapore’s Deputy Prime Minister and Chairman of the Monetary Authority of Singapore, outlined the country’s response to changing wealth-management needs at the Wealth Management Institute’s Global-Asia Family Office Summit. He highlighted efforts to improve private banking, wid...

29/09/2026

Corient enters the Cayman Islands as family offices return to public equities

Wealth and Society's weekly brief tracks 10 developments across private banking, family offices, wealth technology and philanthropy, led by Corient's move into the Cayman Islands through its acquisition of FortCay, Deutsche Bank's use of agentic artificial intelligence (AI) in client onboarding and....

10/09/2026

Human-enabled AI shapes the future of wealth management

HSBC Singapore’s Ishan Sarkar said the bank’s inaugural Global Affluent Report showed that investors trusted artificial intelligence for research but relied on human advisers to make final decisions, reshaping what wealth managers offer clients.

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.