Managers of Wealth

Citi’s Global Head of Wealth Visits Hong Kong

Citi’s New York-based head of wealth, Andy Sieg, recently visited Hong Kong

How should I position for lower interest rates?

With more rate cuts ahead, we think investors should consider assets that can offer more durable income than cash.

LO Women Invest

This new publication offers a review and outlook of financial markets and will provide regular, practical information on various investment fields, including building knowledge in areas such as sustainability and private assets.

BNP Paribas signs an agreement with HSBC for the acquisition of their Private Banking activities in Germany

The closing of this transaction is expected during the second semester of 2025, once regulatory approvals have been obtained.

Stifel Mulls Buying B. Riley’s Wealth Unit for $100 Million–Report

The purchase could add around 400 independent and employee brokers to Stifel’s roughly 2,400 and would fit with Stifel CEO Ron Kruszewski’s pattern of opportunistic acquisitions.

Fidelity and Abrdn among backers of new investment platform trade body

Although most UK investment platforms are already members of other associations, the new body aims to address issues specific to the £800bn industry.

UBS renews its partnership with Mercedes-AMG PETRONAS Formula One Team

The bank has been part of the Team’s partner family since 2011, during which time the team has successfully clinched seven Drivers’ and eight Constructors’ World Championships.

Private Banking Awards 2024: Recognizing Excellence in Wealth Management

This year, 21 providers participated, with peers evaluating each other’s performance, ensuring an independent and objective ranking.

Santander Private Banking expands global presence with first regional headquarters in DIFC

It will provide services for high-net-worth and ultra-high-net-worth individuals in the Middle East

Carmignac enters private markets with launch of Article 8 PE strategy

The Carmignac Private Evergreen fund will be run as part of a strategic partnership with secondaries firm Clipway

Vontobel to acquire client book from IHAG Privatbank

The transaction is expected to have a positive impact on Vontobel’s group net profit from day one.

Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms

Ranking Based on Assets, Growth, Technology, Succession Planning and More

Asian Anchors: Leading the Way in Captive Innovation

Guiding risk management in a continually changing captive insurance environment

Wealth Managers turn to technology to address challenges

The study found around three out of four (74%) questioned said they expect to increase investment in technology to help address regulatory demands with 35% expecting a dramatic increase over the next three years.

DBS aims to double fees from wealth management by 2027 as rich shift assets to Singapore, Asia

Wealthy clients of South-east Asia’s largest bank usually invest their cash to improve returns

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution

Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools

UK wealth managers and IFAs see rising interest in leveraged exposure

The study has revealed that 85% of UK-based wealth managers and IFAs report that their clients have invested in financial instruments that offer leveraged exposure.

Raiffeisen stamps deal with Soven 1 Holding to sell Priorbank JSC

RBI signs a contract to sell Priorbank JSC to Soven 1 Holding Limited.

World’s biggest millionaire boom draws wealth managers to Taiwan

A bank predicts the number of millionaires in the territory will grow by half in the five years to 2028, reaching almost 1.2 million

What the original Top 30 did next: Hannah Buxton, Coutts

In a new feature, we catch up with some of the wealth managers from our early Top 30 under 30 classes.

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Wealth and Asset Management