Barclays has launched its new Planning and Advice service, an initiative designed to provide Premier customers with enhanced access to professional financial experts and wealth management tools.

Capital is working with Anthropic as it seeks to use AI to support client experience linked to alternatives, structured investments and annuities on its platform.

Ashish Gumashta, former India CEO at Julius Baer, has co-founded a new wealth management and business advisory firm, Veriqus Partners, along with fund manager Roshi Jain, Moneycontrol has reported.

SBI Holdings is preparing to set up a joint venture with State Street Investment Management to launch investment trusts in Japan.

Lazard CL will work alongside Lazard’s M&A and broader advisory operations. Credit: Shutterstock AI/Shutterstock.com Investment bank Lazard has agreed to acquire private equity advisory firm Campbell ...

UBS net profit attributable to shareholders surged 80% year-on-year to $3.04bn in the first quarter of 2026, driven by gains across all core segments.

HSBC has named industry veteran Gautam Anand as the head of its global India private banking business. Anand stepped into the new role on 24 April. His mandate involves managing coverage across India ...

Deutsche Bank’s private banking arm reported profit before tax of €681m in the first quarter of 2026, rising 39% from €489m a year earlier.

Wealth clients who wanted exposure to Anthropic’s February private fundraising were offered notably different fee terms, the FT reported.

Goldman Sachs has removed access to Anthropic’s AI models for its banking staff in Hong Kong, reported Reuters ...

Mitsubishi UFJ Financial Group has led the financial advisers charts for mergers and acquisitions in Asia-Pacific during the first quarter of 2026, taking the top spot by both total deal value and ...

Fried, Frank, Harris, Shriver & Jacobson and Kirkland & Ellis emerged as the top mergers and acquisitions legal advisers by value while Kirkland & Ellis took the top spot for deal volume during the Q1 ...