Managers of Wealth

UBS in talks to form Indian minority-owned wealth joint venture, sources say

This may be the second country in the Asia-Pacific region where UBS enters an equity partnership with a local player

Citi and Apollo Announce $25 Billion Private Credit, Direct Lending Program

The program will join Citi’s expansive banking client reach, origination and capital markets expertise with Apollo’s scaled, extensive capital base.

Banque Havilland (Monaco) enters into exclusive negotiations

The Consortium will be well positioned to strengthen the balance sheet and build the business going forward.

Schroders Capital receives regulatory approval for first wealth LTAF

The majority launched to date have allowed defined contribution (DC) investors to access private markets and have been structured as Authorised Contractual Schemes.

Expansion of Wealth Connect scheme gets Chinese funds flowing

‘Southbound’ investors were initially attracted to deposits but may diversify as interest rates — and restrictions — fall

Saxo Bank Aims for the Crown in Switzerland

Since the collapse of Flowbank, it has become clear that competing in the Swiss digital banking market is no easy feat.

The Great Wealth Transfer: preparing for the biggest generational wealth shift in history

The Baby Boomers – who are today reaching retirement age – have amassed a collective fortune unlike any generation before them.

SEB Implements Broadridge’s International Post-Trade Processing Solution

Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship

HSBC’s Merged Wealth Product Team Pays Dividends

The merged structure has paid dividends via new assets.

Saga of Banque Havilland: Entry of a Heavyweight

One name in particular stands out: Martin Gilbert, founder of the asset manager Aberdeen (now Abrdn), is a heavyweight in the industry.

Importance of embracing change highlighted at Jersey Finance Private Wealth Conference

This was the message from speakers at this year’s Jersey Finance Private Wealth Conference.

Citibank to shut last ‘transactional’ branch in S’pore next month as it eyes wealthy customers

Citi Singapore says it has invested in its digital banking infrastructure and “nearly all daily transactions can now be done on the Citi Mobile App”.

When generations collide: how younger investors will change the shape of wealth management

America is at a tipping point where Baby Boomers, who have dominated the wealth market for decades, are gradually passing the baton to younger generations.

ABN AMRO & Techstars Future of Finance Accelerator class of 2024 announced

They will also gain invaluable exposure to ABN AMRO’s operations, with the opportunity to explore commercial pilots with the bank.

Global equity boutique Goshawk AM acquires Vermeer IM

The Vermeer Global Fund was launched in December 2016 and domiciled in Dublin

Select 50: Asia’s leading sustainable companies

These have the potential to generate attractive long-term returns, albeit with a higher degree of volatility along the way.

Investec extends footprint with Dubai International Financial Centre office launch

Investec Dubai International Financial Centre (DIFC) offers advisory and arranging services in private banking, wealth and investment management, and corporate and investment banking.

Sergio Ermotti: «Growth Will Be Less Linear in Asia»

The growth will be less linear in Asia, which is probably important in absolute terms but wealth creation and the demographic trends are really supporting [the business]

Private Banks Unmoved by China’s Stimulus Package

While the package was more aggressive than expected, private banks did not much shift their stance regarding China’s economy and markets.

New Report: Private Equity continues to lead Private Markets amid growing interest from private wealth

For high net worth individuals and family offices the opportunities within private markets are significant

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Wealth and Asset Management