Managers of Wealth

HSBC China's top wealth banker reassigned, Asia wealth head relocates to Shanghai

Trista Sun, who has been leading the bank's International Wealth and Premier Banking (IWPB) business in China, will leave the role on May 1

Hong Kong transport tycoon reveals secrets of managing family wealth

Under his watch, KMB has evolved from a traditional bus operator into a tech-forward transport provider serving 2.8m daily passengers.

Quilter reports strong first quarter core net inflows up 181% on the prior year period, representing 8% (annualised) of opening AuMA

First quarter core net inflows were 181% higher than the comparable period in 2024 and were 16% higher than the then record fourth quarter 2024 level.

$1 Trillion of Wealth Was Created for the 19 Richest U.S. Households Last Year

That’s more than the value of Switzerland’s entire economy.

Hoxton Wealth registers $3bn in AUM with a commitment to further growth

The firm continues to grow across all key markets, offering advisory solutions tailored to individuals and families.

Tatton seeds two HSBC EM index funds

HSBC Asset Management launches two new emerging market funds for UK investors.

Apollo, Blackstone anchor $4bn private credit deal for Thoma Bravo’s Jeppesen deal

The seven-year unitranche loan, which consolidates first- and second-lien debt into a single structure, is expected to price at 475 basis points over the benchmark rate.

50% of advisers seeing higher client demand as wealth tax uncertainty bites

This renewed appetite from clients is not considered a passing trend either.

Staying Personal, Staying Nimble: How Bordier is Shaping the Future of Boutique Private Banking

She shared how Bordier continues to embrace a high-touch, family-office mindset while exploring new areas such as digital assets and maintaining a firm commitment to the regulatory integrity of the Singapore market.

HSBC's Tommy Leung: Clients reassessing US dollar exposure

For UHNW clients in particular, hedging activity has picked up

Carson Acquires $150M Carson Wealth Orlando Location

The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast.

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs

The round, led by GIC, follows a banner year of product launches, executive expansion, and continued momentum as Altruist solidifies its place among the top three custodians

Blackstone Lends $368 Million for Luxury Oslo Property Portfolio

It is the first time Blackstone has lent against Norwegian real estate and underscores the increasing competition from alternative debt capital providers in Nordic real estate, a region traditionally dominated by local banks.

Macquarie Group announces agreement to divest Macquarie Asset Management’s public investments business

The transaction is subject to regulatory approvals

UBS to invest nearly Rs 2,000 crore in 360 ONE WAM via warrants; strategic wealth tie-up announced

This investment is expected to strengthen 360 ONE WAM’s capital position while marking a long-term strategic alignment with UBS, one of the world’s most prominent global financial institutions.

Brookfield Signs Landmark Agreement to Transform Barclays' Payments Business

This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors

EFG International Sets Up Asia Desk in London

The Swiss private bank EFG International is stepping into the breach.

UBS enters into an exclusive strategic collaboration with 360 ONE WAM on wealth management in India and international markets

Strategic collaboration will enhance the wealth management solutions available to global Indian clients

Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer

The combined company will thus be strengthened for a new chapter of focused, profitable growth.

Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG

In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.

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Wealth and Asset Management