Managers of Wealth

Deutsche Bank chief approved controversial trade he was later asked to probe

Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.

HSBC Hong Kong desk head joins JP Morgan Private Bank

The 12 year HSBC veteran has moved over to the US bank in Hong Kong.

Wealth Enhancement Announces Acquisition of Manwaring Wealth Management, an Independent RIA with Over $164 Million in Client Assets

This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.

New guide to wealth terminology aims to ‘counteract some of the BS’ for investors

The Ultra High Net Worth Institute recently unveiled its “Wealthesaurus”— a list of over 80 terms commonly used and abused in the wealth management business.

Cayman’s professionals recognised in Citywealth Leaders List

The Citywealth Leaders List, which is curated through a peer-review process, client endorsements and editorial research, spans specialities including private wealth law, fiduciary services, tax advisory, private banking, accounting and philanthropy.

Nomura makes senior hires in wealth management expansion

Nomura’s International Wealth Management division has hired two executives to grow its Hong Kong and Singapore business.

LLB Austria and LLB Bank AG merge

The goal is to combine forces under a strong brand and sustainably strengthen the LLB Group's position in the Austrian market.

Noah Holdings and ARK Wealth Hosts Inaugural Global Chinese Wealth Management and Inheritance Summit in Singapore

Shaping Resilient and Innovative Allocation Strategies for the Future

French PE firm Ardian bolsters Asia wealth push with expansion plans

To grow its $30bn of managed assets in Asia, Ardian is targeting wealthy clients through the StanChart tie-up and evergreen funds.

Nucleus appoints Andrew Ring as Chief Financial Officer

He replaces Alan McDonald who’s been interim CFO at Nucleus since the end of last year and will remain in role until Andrew starts.

Dubai’s Hoxton Wealth completes Infinity Financial Solutions acquisition, company’s assets under management hits AED12bln

The acquisition is Hoxton Wealth's first in Asia and its largest to date, presenting a major landmark in Hoxton’s growing international footprint

Asia Rising: Hoxton Wealth buys Infinity Financial Solutions

The deal will add $300 million (£225 million) in assets under management to our rapidly growing portfolio and take our total AUM to $3.3 billon (£2.5 million).

Investec Switzerland buys African expat private bank business

Investec announced in 2023 that it would look to accelerate the growth and capabilities offered by Investec Bank Switzerland.

Standard Chartered to launch digital platform aimed at tech-savvy, young investors

The digital platform is part of the lender’s planned US$1.5 billion investment in the wealth management business over the next five years

UBS resolves legacy Credit Suisse matter with US Department of Justice

With this agreement, UBS has resolved another of Credit Suisse's legacy issues, in line with its intention to resolve legacy matters at pace in a fair and balanced way and in the best interest of all its stakeholders.

Assessing implications and next steps for the Swiss tariff shock

The move came as a surprise as the Swiss government was engaged in reportedly constructive negotiations with the Trump administration in July and hadn’t received a prior tariff notice.

BUX launches Europe’s first self-directed active ETF portfolios in partnership with J.P. Morgan Asset Management: BUX Prime Investment Plans

With this launch, BUX becomes the first neobroker in Europe to make actively managed multi-asset ETF portfolios available to retail investors in the form of automated, self-directed Plans.

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Wealth and Asset Management