Managers of Wealth

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.

Fixed income: Positive bias towards credit

Positively, we have continued to see investor-friendly announcements being made towards the asset class.

Objectway continues its streak in the WealthTech100 for the sixth consecutive year

Chosen by a distinguished panel of analysts and industry experts

BraddockMatthews and David Barrett Partners Combine to Create BraddockMatthewsBarrett

The merging of the two firms, which serve complementary segments of the investment management industry, creates a unique, compelling international executive search firm

Vontobel launches 3-year maturity EM bond fund for A-rated PM

Three-year maturity aligns with current market conditions, says the fund’s manager.

Management of the ZKB Philanthropy Foundation: The die has been cast

The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.

Labuan IBFC Inc. unveils Labuan IBFC China Desk to facilitate cross-border ventures

Platform is aimed at fostering bilateral trades, investments and business expansion

Labuan IBFC Inc. and Council of Rector of Indonesia State University sign MoU

Both parties have signed an MoU for the placement of Indonesian university students in Labuan IBFC businesses

Wealth management firm at the double with awards scoop

Financial advisers prove to be best in class after national award wins

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Wealth and Asset Management