04/15/2025
HSBC China opens seventh wealth centre in mainland China
HSBC China targets Asia’s largest affluent market with a new wealth centre in Hangzhou. It plans to open four more centres in mainland China by this year.
Wealth and Asset Management
04/15/2025
Schroders appointed by Scottish Friendly to run £2.1 billion multi-asset and insurance mandate
The mandate reinforces Schroders’ position as an insurance asset management leader and expert in delivering actively managed and tailored investment solutions.
04/15/2025
Tatton net flows increase by £3.7bn as board chair retires
This increase to £1.855 bn in H2, an average of £309m per month.
04/14/2025
Wealth destruction vs wealth distribution
Key differences and economic impact
04/14/2025
Glen Smith of GDS Wealth Management Named One of Forbes' 2025 Best-in-State Wealth Advisors
To be named one of Forbes' Best-in-State Wealth Advisors, candidates must meet stringent criteria.
04/14/2025
Zürcher Landbank and Bank Avera go their separate ways again
The strategic collaboration in the areas of IT, management support, and sales failed to achieve the desired synergies and cost reductions, the two banks wrote in a joint press release.
04/14/2025
TrinityBridge announces opening of new Guildford Office
This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base
04/14/2025
Benchmark completes takeover of advice network Oculus Wealth Management
The Schroders-owned firm has controlled £4bn network Oculus since December 2022.
04/14/2025
Julius Baer Guernsey wins big seven years in a row
This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.
04/14/2025
Liontrust Asset Management investors are sitting on a loss of 65% if they invested three years ago
Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.
04/14/2025
Opera Limited expands Oak Group with strategic acquisition of Bahamas fiduciary business
This strategic move aligns with Opera’s broader plan for sustainable growth through acquisitions, operational efficiencies, and innovation.
04/14/2025
AAB Wealth enters London market with Magus Wealth deal
The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.
04/14/2025
SoundRidge Private Wealth Debuts in NYC
2025 Forbes Best-in-State Wealth Management Team Joins Wells Fargo Advisors Financial Network (FiNet)
04/14/2025
Asset Management Pioneer Poised for Its Next Growth Leap
In this context, an asset manager with more than 20 years of experience is well-positioned to play a pioneering role.
04/14/2025
Standard Chartered and OKX launch world-leading collateral mirroring programme
The programme will see leading institutions, such as Brevan Howard Digital, onboard onto this pioneering programme.
04/14/2025
Standard Chartered unveils sports investing opportunities for high-net-worth clients
The media industry has seen a growth in media contract value of 16 to 17 per cent in the last 10 years, with major sports leagues around the world signing record-breaking broadcasting deals.
04/11/2025
Maerki Baumann Grows Profit and Assets Across the Board
In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.
04/11/2025
Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report
This prestigious recognition highlights CFOs who have demonstrated exceptional leadership and strategic vision in the financial services industry.
04/11/2025
FNB Private crowned Africa’s Best Private Bank at the Euromoney Awards
The bank also claimed top honours in five other categories, reinforcing its leadership in wealth management and private banking.
04/11/2025
SJP CIO says Polaris showing 'resilience' as funds face toughest test
Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.