06/27/2024
Should private banks keep or close their Hong Kong NRI desks?
With Hong Kong's NRI population dwarfed by those in Singapore and Dubai, private banks are rethinking their desks dedicated to the diaspora.
Wealth and Asset Management
06/26/2024
Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach
How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL
06/26/2024
Andrea Solana Wins Prestigious Women in Wealth Award at Private Banking & Wealth Management London Awards 2024
This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.
06/26/2024
Private Advisor Group Welcomes Delisanti Wealth Management
Private Advisor Group's multi-custodian offering was also a key factor in his decision to join.
06/26/2024
Ping An Asset Management Up to No. 33 in Top 500 Asset Managers 2024
This is the fifth consecutive year PAAMC has been on the list, and fourth consecutive year in the top 50.
06/26/2024
HSBC GPB’s Lina Lim: diversification is vital
This has given her a firm perspective on the needs of her clients across the wealth spectrum.
06/26/2024
BankDhofar launches its private banking segment
It promises tailored solutions to nurture and grow wealth in a secure and prudent manner
06/26/2024
AstroBank wins private banking award
The announcement noted that this marks the second consecutive year the bank has received this accolade.
06/26/2024
Swiss private banks’ M&As hit historic low
Many private banks have focused on relationship manager hires.
06/26/2024
Singapore retains spot as costliest city for high-net-worth individuals to live well: report
But the Asia-Pacific region is no longer the most expensive due to falling prices in some cities
06/26/2024
Why we need to talk more about the SNB balance sheet
The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.
06/26/2024
Financial advisers should prepare for ‘surge in new clients’
Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.
06/25/2024
Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities
Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index
06/25/2024
Tatton Asset Management announces audited final results for the year ending 31 March 2024
The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024
06/25/2024
Macquarie Asset Management announces final close of global opportunistic real estate fund
Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.
06/25/2024
Two former UBS asset managers want to show the big players
There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.
06/25/2024
Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK
The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.
06/25/2024
HarbourVest opens first Swiss office under ex-UBS private equity head
The new Zurich office will be led by Simon Jennings, who has also worked as global head of private equity at HSBC.
06/25/2024
Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions
Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider
06/25/2024
Asset managers increasingly integrating tech into operations, survey finds
The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.