05/29/2025
HSBC reportedly cuts analyst positions in restructuring effort
This decision also involves the termination of Steven Major, the global head of fixed income research.
Wealth and Asset Management
05/29/2025
RBC’s profit jumps on HSBC deal, wealth management boost
The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.
05/29/2025
JTC Group in Guernsey Named Best Fund Administrator in Global Awards
The JTC Group has had an office in on the Island since 2011
05/28/2025
Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham
He joins the firm from Merrill Lynch.
05/28/2025
Honoring Excellence: John Cultra's Induction Into Barron's Advisor Hall of Fame
This honor recognizes John’s exceptional career, his consistent presence in Barron’s Top 100 Advisors for over a decade, and his commitment to delivering unparalleled service to clients.
05/28/2025
SIX Recognized at Global Custodian Awards 2025
SIX has been strengthening its European custody operations
05/28/2025
Asset Management: Lombard Odier Hires Industry Veteran
«We are delighted to welcome Stéphane to Lombard Odier IM,» said Ducat.
05/28/2025
Nomura Asset Management Celebrates Major Wins at the EPF External Fund Managers Awards 2024 with Five Prestigious Honors
Nomura Asset Management Malaysia and Nomura Islamic Asset Management remain committed to pushing the boundaries of performance, resilience, and innovation in asset management, striving not just to meet expectations, but also to exceed them.
05/28/2025
Wealth manager highlights opportune chance to invest
The joint venture harnesses the strengths of both partners to offer world-class private banking services, bringing global wealth management excellence to the Thai market.
05/28/2025
Zurich wealth firm takes over fund boutique
Point Capital Group is joining forces with Labha Investment Advisors in a deal which includes the latter's multi-asset fund.
05/28/2025
Saffery Trust finalist in Private Client Awards
Nominated in the Private Client Trust Company category, the firm has already won this award twice before.
05/28/2025
Solveo Energies accelerates its energy transition development with a fundraising round of nearly €100 million led by Mirova
This is what enables us to roll out our projects in an agile and responsible manner, in line with local needs today.
05/27/2025
NatWest Gets Ready for Life After UK Government Ownership Seventeen years after its bailout, the British bank is preparing for a new era
Seventeen years after its bailout, the British bank is preparing for a new era
05/27/2025
Kiplinger Readers' Choice Awards 2025: Wealth Management Services
The Kiplinger Readers’ Choice Awards celebrate the best products and services in personal finance.
05/27/2025
Natixis to merge two affiliates, forming $40bn thematics boutique
Natixis plans to merge affiliates Mirova and Thematics AM by the end of the year.
05/27/2025
Hong Leong Bank Enhances HLB Private Bank and Regional Wealth Management with Strategic Alliance with Lombard Odier
Integrating A Strategic Alliance with Swiss Private Bank Lombard Odier, Key Talent Acquisitions, Development Programs, and AI Tools, the Bank is Poised to Accelerate its Regional Wealth Management Proposition
05/27/2025
Helveteq and Artex launch tracker based on Francis Bacon triptych
It's the second art-based product the two firms have launched together.
05/27/2025
Effective strategies for intergenerational wealth management
Practical insights for young and old – for those passing on their wealth and those inheriting it – from PSG Wealth’s CIO Adriaan Pask.
05/27/2025
The qualification giving a £57k boost to wealth manager salaries
Exclusive Citywire research finds private client investment managers with chartered status earn much more than those one level below them in the CISI's framework.
05/27/2025
U.S. Bank Named Official Banking and Wealth Management Partner of Premier Lacrosse League and Women’s Lacrosse League
Multi-Year Partnership Marks Strategic Investment in the Sport’s Growth Trajectory