Managers of Wealth

Morgan Stanley Reorganizes Asia PE Business

After 24 years with Morgan Stanley PEA, chief investment officer Andrew Hawkyard will also retire.

BlackRock Memo Reveals Wealth-Management Shuffle Amid ESG Backlash in Texas

It has faced fierce public criticism from conservative state officials there and lost business over environmentally conscious investing practices.

Paoletti named to Forbes’ Magazine’s list of Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience

J. Safra Sarasin Group Reports Strong Results for 2023

Group net profit rose by 6.9% to CHF 470.3 million in 2023 from CHF 440.2 million in 2022.

HSBC’s private bank shuts independent asset management business in HK, Singapore

The bank will make the transition as smooth as possible for affected clients

T+1 Could See Swiss Private Bankers Doing Night Shifts Soon

The Swiss financial hub won't be able to avoid the prevailing trend worldwide towards ever-higher transaction speeds and frequencies for much longer.

Credent Wealth Management Lands Two New Advisor Firms

Two Independent RIA’s Chose to Join Credent’s Partnership Model

BNP Paribas Group: Results as at 31 March 2024

BNP Paribas confirms its 2024 trajectory – revenues more than 2% higher than 2023

NatWest hits close to £1bn in profit in Q1 2024

Operating profit before tax totalled £1,330m for NatWest in Q1 2024, which was higher than the £1,257m in Q4 2023 but lower year-on-year.

Here’s the scenario that ‘nobody’s really prepared for,’ says UBS Wealth’s CIO

It’s been a roller coaster week for earnings and data, though Microsoft and Alphabet results are cheering up tech.

Advisers tailor their services as women grow richer

With female clients controlling a bigger share of global wealth, managers are doing more to address their particular needs

Schroders posts rise in assets as it looks to rebound from ‘challenging’ year

The news comes after Schroders announced on Wednesday that veteran chief executive Peter Harrison would retire next year.

The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

REYL Intesa Sanpaolo represents ARTEX’s paying agent

REYL Intesa Sanpaolo works as a paying agent for ARTEX through its asset services product unit.

Deutsche Bank wins Best Structured Trade Finance, Best New Economy and Best NBFI Bank in APAC

The bank’s ability to bring its Global Hausbank offering to clients won out at this year’s The Asset awards

Goldman Sachs to raise headcount in asset and wealth management as it expands in Asia

Australia and Hong Kong are very important wealth markets in the region for the Wall Street bank, along with Dubai, home to the second-largest number of wealthy Indian diaspora after the US.

Citi’s Fraser Wary of Insurance Giants’ Role in Private Credit

She noted many players in the space are using insurance vehicles and the long-term capital they provide to invest in private debt.

FirstBank emerges best private bank for sustainable investment in Africa

The Bank has remained consistent in reinventing itself, enabling success through the years of its existence for the last 130 years

Quilter and Canaccord hit by stricken AIM stock which tried to sue Tesla

Shares in Australian capacitor company Cap-XX have fallen 99% over three years due to a litany of issues.

Lisbon: Julius Baer is moving closer to customers with “golden visas”.

The Zurich private bank Julius Baer is now also setting this in motion.

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Wealth and Asset Management