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Wealth and Asset Management

11/28/2024

Standard Chartered explores the sale of a small number of businesses to boost investment in its affluent franchise

The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.

11/28/2024

NAB Private Wealth awarded Australia’s Best Private Bank for fourth straight year

Award recognises the bank’s commitment to delivering world-class private wealth services to high-net worth families and individuals and their evolving wealth needs.

11/28/2024

Partners Group invests record USD 1.2 billion in infrastructure secondaries in twelve months

The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.

11/28/2024

Fidelity and Maybank launch multi-asset fund in Malaysia

The MAMG Alpha Capital & Income Opportunities fund has been launched in Malaysia.

11/28/2024

Bowmore is latest win powering Nucleus’ growth

In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.

11/28/2024

Cazenove Capital’s sustainable funds partner with climate justice and environmental charities

Conservation of the ocean, protecting biodiversity, ensuring climate justice

11/28/2024

Impax Asset Management Group plc Results for the year ended 30 September 2024

The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.

11/28/2024

UBS returns to tap high net worth women’s wealth

The firm is targeting the rising number of rich women and family offices in the country

11/28/2024

HSBC hosts private markets summit for its global private banking clients

The first private markets conference for global private banking clients was held in Hong Kong by HSBC.

11/28/2024

SGKB sustainable fund duo receive first Citywire ratings

Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.

11/28/2024

UK wealth manager St James’s Place winds down property funds

The firm expects to liquidate most assets over two years, with investors receiving periodic returns.

11/28/2024

Independent Advisor Solutions forges alliance with Goldman Sachs

This move follows last month's launch of Independent Advisor Solutions and the "MiBLOX" collaboration with BlackRock.

11/28/2024

CFA to launch private wealth certificate next summer

Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments

11/27/2024

HSBC GPB opens new office in Kuwait

The opening comes over a year after HSBC GPB's market head at HSBC Kuwait is Rayan Kazerooni joined.

11/27/2024

Singapore Wealth Management Leader Joyce Woo on Ensuring Transparent, Rules-Based Client Solutions

Woo underscored the importance of a systematic, rules-based investment process and the value of separating advisory functions from investment decision-making.

11/27/2024

Nomura’s Strategy for Scalable Growth and Operational Excellence in Wealth Management

This focus on scalability, Ajit explained, has driven Nomura to develop a streamlined operational framework that reduces bottlenecks and enhances efficiency.

11/27/2024

Franklin Templeton gets green light for first private markets offering aimed at wealth channel

Firm’s first open-ended strategy will offer wealth investors access to opportunities in private equity secondaries

11/27/2024

J.P. Morgan Private Bank report reveals how wealthy families can adapt in a complex world

New Global Family Office Report highlights governance, succession planning, investment management and cybersecurity as key areas of concern

11/27/2024

Canaccord Genuity Group Inc. Statement regarding recent Media Coverage

The Company regularly explores opportunities to strengthen the value of its business and has been an active acquiror in all geographies where it has operations.

11/27/2024

Blackstone Credit & Insurance Announces $1 Billion Infrastructure Loan Portfolio Purchase From Santander

The portfolio comprises loans that finance assets located largely in Western Europe and the US across the digital infrastructure, utility scale renewable, energy efficiency and transportation sectors.

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