Managers of Wealth

UBS Wealth Management International Adds Déa Caldas in New York

Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.

Insigneo celebrates expansion with Laredo branch

The establishment of this branch comes after the firm announced last year

HSBC completes the acquisition of Citi’s retail wealth management portfolio in mainland China

HSBC has one of the largest wealth service networks of foreign banks in mainland China

Columbia Threadneedle partners with UBS for Japan equities fund launch

The fund, made available exclusively to UBS clients until the end of August, ‘fits well into what the shelf is missing’, said Columbia Threadneedle’s Mark Chan.

WealthSelect adds two new funds to Sustainable range

The Alliance Bernstein Global Sustainable Equity Fund was introduced following a search to find a manager to complement the existing holdings within the global multi thematic allocation.

From and within the US, the equities rally has ‘finally expanded’: Indosuez Wealth Management

Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.

SocGen struggles to strike deal for custody unit, sources say

U.S. bank State Street opens new tab, one of the world's largest asset custodians after market leader BNY Mellon, has been in talks to buy SGSS but the discussions have stalled

BNP Paribas Fortis: the most complicated environment yet

The current market was "the most complicated environment I have ever seen in terms of economics".

StanChart launches SG fund structure for wealth clients

The bank has set up its first variable capital company fund umbrella in Singapore and will use this to launch a series of funds initially only available to high net worth clients.

EAM Wrise targets 200 RM hires across Hong Kong and Dubai

The external asset manager founded by former Bank of Singapore aims to continue its hiring spree, with the majority set to be recruited for its new mass affluent service, Wrise Prestige.

Secrets For Wealth Reveals Expert Tips on Selecting the Trustworthy Wealth Management Firm for Financial Goals

The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.

Edmond de Rothschild REIM completes build-to-rent development in Nottingham for its Residential Investment Platform

The development is managed and operated by Edmond de Rothschild REIM’s in-house private rental sector platform and builds on the success of Saffron Court, its first development in Nottingham.

Swiss sustainability-related investments see slight growth

Many market participants have refined their methods to measure sustainability-related investments and no longer report investments that only use exclusions or ESG integration as a sustainable investment approach

J.P. Morgan Private Bank releases 2024 Mid-Year Outlook

To navigate the global economic and investment landscape, J.P. Morgan Private Bank's 2024 Mid-Year Investments Outlook highlights five important themes.

Prime Quadrant selects iCapital as fund manager for HNWIs

iCapital will provide all administrative functions associated with managing Prime Quadrant Alternative Investment Access Funds.

Standard Chartered seeks to grow international banking business; targets double-digit growth for affluent client base

At present, Standard Chartered has four international wealth hubs in Jersey, the United Arab Emirates (UAE), Singapore and Hong Kong.

Blackstone to Acquire SEDIVER Parent Company SEVES Group from Triton Partners

The Company supports the energy transition by enabling the reliable and sustainable transmission of electricity, whilst facilitating the global electrification megatrend.

ERI's OLYMPIC Banking System awarded best «Front Office solution» at the WealthBriefingAsia Awards 2024

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.

HIGHVERN Trio Named NextGen Leaders in 2024 eprivateclient Crown Dependencies List

This esteemed industry list celebrates outstanding practitioners in the Crown Dependencies who are rising stars in the private wealth sector.

For Third Consecutive Year, Fifth Third Private Bank Recognized as Best for High Net Worth Clients

In addition, the Private Bank was named Best Private Bank for Succession Planning for 2024.

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Wealth and Asset Management