Managers of Wealth

Singapore’s DBS courts rich Chinese with wealth manager hiring spree

Expansion comes as other banks grow wary of customers from China after S$3bn money-laundering scandal

Standard Chartered to Launch Sixth Wealth Center in Hong Kong

The bank has been expanding its network of cross-border wealth management centers, with existing locations in Taiwan and Shanghai

Schroders Strategy Update and Annual Results 2024

Returning to profitable growth

AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora

Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world

Amount SJP advisers owe in business loans increases to £805mn

But at the end of 2024, £81.6mn of those loans were impaired - an increase of 62 per cent on the previous year.

Partners Group to acquire Australian data center provider, GreenSquareDC

GreenSquareDC recently acquired its first site in Sydney

World class: Supporting International Families With UK Interests

Alex says such sweeping changes make now a particularly important time to get the right team of specialists around you.

IWD: What's the gender split at private banks in Asia?

Citywire Asia reveals the ratio of women to men at relationship manager, investment professional and senior management levels, showing female representation at several private banks in the region.

Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series

Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers

HSBC Shifts UK CEO to Customer and Culture Director

HSBC has appointed Ian Stuart as group customer and culture director

Quilter reports a 17% increase in adjusted profit to £196 million and a two-percentage point improvement in operating margin to 29%

These results demonstrate the benefit of our scale dual-distribution model which has made us the UK’s largest and fastest growing retail advised platform provider.

Knight Frank: Asia to Drive Half of HNWI Creation

The report projects that the region will account for 47.5 percent of all HNWIs created between 2025 and 2028.

Citigroup almost sent $6 billion to wealth account in copy-paste error, Bloomberg reports

The wealth division's near-miss was reported to regulators and the company has since set up a tool to help vet large, anomalous payments and transfers, according to the report.

Staying ahead in Wealth Management: A Conversation with Jos Martens, Sales & Business Development Director

This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.

Canaccord Wealth expands international footprint with Middle East office

SEO Richard Burden has 30 years’ experience working across Middle East and recently re-located to Dubai

Liz Miller on leading wealth management’s future

Hot List honoree Liz Miller shares insights on leadership, holistic planning, and industry change.

Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada

The firm has built a reputation for delivering sound advice and quality investment counsel to high-net-worth clients.

Quilter Cheviot launches International MPS on the Morningstar Wealth Platform with ‘Building Blocks’ approach

These funds are designed to create optimal investment exposures for each MPS strategy.

Aberdeen-headquartered Johnston Carmichael Wealth acquired by London firm

Partners Wealth Management (PWM) has confirmed all 60 Johnston Carmichael Wealth employees will move over as part of the deal.

UBS's fourth-quarter and full-year 2024 results

UBS reports 4Q24 net profit of USD 0.8bn and FY24 net profit of USD 5.1bn; proposes USD 0.90 dividend per share and continuation of share repurchases; continuing to invest for long-term growth

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Wealth and Asset Management