Managers of Wealth

UBS and Sumitomo Mitsui Trust to Enhance Wealth Management in Japan by Acquiring Credit Suisse's Division

The joint venture is majority-owned by UBS Securities Japan with a 51% stake, while Sumitomo Mitsui Trust owns the remaining 49%.

Lescaudron affair: In the end the bank loses

The big bank is stubbornly defending itself against this – as is currently the case in Singapore.

Private wealth sellers fuel £1.7bn Impax quarterly outflow

After fresh outflows, the sustainable fund firm notes that sentiment towards green investing is improving with assets under management rising to £39.6bn.

HSBC to accelerate China wealth expansion, on track to meet hiring target

The bank, which makes the bulk of its revenues in Asia, also plans to expand its mainstay wealth business in India

Increased pension annual allowance fails to entice higher earners

According to the survey, the average pension contribution for HNWIs was £35,400

Hampden & Co increases employment and profits in FY23

Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.

UBS prepares for Switzerland’s ‘too big to fail’ regulation; EU banks at ESG rule disadvantage, warns industry group

Plus: Santander UK withdrawing from Lending Standards Board, and more

Trinity Investments, Funds Managed by Oaktree Capital Management

The acquisition marks Trinity’s entry into Europe and extends relationships among the three firms

Pictet WM's Jia on its endowment-style strategy for structured products

The firm’s multi-asset DPM head sees higher cash rates and lower equity volatility as opportunities for certain structured product plays.

HSBC’s Quinn Targets Lifting Wealth Business in China, India

“I want an equally strong wealth management capability in mainland China, Singapore, for Asean, and in India.”

Private Debt: A Time-Honoured Market Perspective

Private debt's growth does not hinge solely on shifts in monetary policy.

TISE reports strong growth in new listings to begin 2024

The total market value of all listed securities stood at more than £670 billion at the end of the quarter.

WealthSelect hits pause on adding to fixed income as inflation risk could delay rate cuts

The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.

UBS JV to acquire Credit Suisse Japan wealth management business

UBS SuMi envisages that all of Credit Suisse's advisors and the wealth management assets they manage in Japan will be transferred to UBS SuMi following the merger of UBS and Credit Suisse, which is due to be completed by the end of June.

Stanbic IBTC Bank wins big at the 2024 Euromoney Global Private Banking Awards

These awards recognise institutions that demonstrate exceptional performance in providing clients with superior advice, service and solutions.

SJP expands VR adviser training with CII course

The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.

Brookfield Announces a Strategic Partnership with Soundcore Capital Partners and Heartland Paving Partners

The investment is to accelerate the platform's growth as it pursues further consolidation in the Upper Midwest market.

WFW advises lenders on €175m 300 MW solar portfolio green financing - WFW

Grenergy Renovables is a global independent power producer (IPP) that designs, develops and implements large-scale renewable energy projects.

Indosuez’s “Startup Connections” comes to Luxembourg

The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.

StanChart ties up with Old Mutual for wealth platform

The partnership is looking to expand in the Middle East, Africa and Southeast Asia.

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Wealth and Asset Management