03/28/2025
HSBC Eyes More Hires for U.K. Private Banking Arm — Financial News
The U.K. lender has shuttered its M&A and equity capital markets arm in the U.K. and Europe and has also taken an axe to jobs in sector teams.
Wealth and Asset Management
03/28/2025
UOB Asset Management Switches its United SSE 50 China ETF’s Index to track the FTSE China A50 Index
The change allows for a more comprehensive coverage of China’s A-Shares market as it includes the 50 largest and most liquid A-Shares on the Shanghai and Shenzhen Stock Exchanges.
03/28/2025
Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List
The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
03/28/2025
Swiss Bank CBH Attracts Increased Client Assets
This strong performance was driven by both positive market developments and a net inflow of 619 million francs in net new money.
03/28/2025
Luxembourg wants to modernise tools to account for digital assets
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Wealthtime owner buys Craven Street Wealth
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/28/2025
Vontobel successfully places a CHF 200 million inaugural senior unsecured bond
This transaction establishes Vontobel’s presence in the CHF senior bond market, adding diversification, stability, and flexibility to the company’s funding structure while reaching a broader investment base.
03/28/2025
A new era of giving: how family philanthropy is creating an impact
The first is a general shift in attitudes towards wealth and inheritance, with older and younger generations more likely to agree that a family fortune should be used to serve a broader purpose.
03/28/2025
Santander, the World's Best for International Latin American Clients by Euromoney
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
03/28/2025
Shackleton sets deadline for first round bids as wealth manager’s sale talks continue
‘Britain’s wealth manager’ is looking for up to £600m for the business
03/28/2025
RMB Private Bank recognised as South Africa’s Best Private Bank at the 2025 Euromoney Global Private Banking Awards
The Euromoney Global Private Banking Awards are regarded as a benchmark for excellence in private banking and wealth management.
03/28/2025
BMO Named Canada's Best Private Bank for Ultra-High-Net-Worth Clients and Philanthropic Advisory Services at Euromoney Awards
These awards recognize BMO's commitment to meeting the unique needs of Private Wealth clients
03/28/2025
The world’s best private bank 2025: Goldman Sachs
rawing on over a century and a half of experience, it leverages its resources, investment platform, global network and lending capacity to deliver a host of tailored solutions to clients.
03/28/2025
Middle East’s best for investment research 2025: ADCB Private and Wealth Management
The bank follows a rigorous top-down macroeconomic approach to identify key market drivers and determine optimal asset class exposure.
03/27/2025
Robinhood to bring wealth management, private banking to retail investors
Users with as little as $50 in investments can access portfolios of exchange-traded funds managed by Robinhood's investment experts.
03/27/2025
Julius Baer to Open Lisbon Office in Southern European Push
It will move a team of 14 bankers
03/27/2025
Eleven UBS Advisor Teams in Arizona Named to Forbes Best-in-State Wealth Management Teams List
Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale.
03/27/2025
HSBC Private Bank live with new core banking system, Avaloq Banking Suite
Global giant HSBC has deployed Avaloq’s flagship core banking solution, Avaloq Banking Suite, for its private banking operations.
03/27/2025
Arbuthnot Banking Group: Audited Final Results for the year to 31 December 2024
Strategic progress and growth in net assets per share
03/27/2025
Julius Baer's HK and SG team leaders face chop in global restructure
Julius Baer is sweeping away team leader roles in Hong Kong and Singapore as part of a wider restructure to reduce costs.