Managers of Wealth

HP Wealth Management Names Head of Equities

She joins the firm's chief investment office team under Michael Foo, partner and chief investment officer.

In Germany, LLB relies on staff from Swiss banks and the franc

A total of around 40 employees will work on the German market at the institute in the future.

HSBC Asset Management launches India income fund in Hong Kong

The initial offering period for the new fund ends on January 12.

Evelyn Partners launches programme to train the next generation of financial planners

Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.

Ping An Bank’s Private Banking Sector: Tailoring Services for High-Net-Worth Individuals

Ping An Bank has tailored its services to focus primarily on wealth preservation and asset appreciation.

Dakota Wealth Management Acquires C2C Wealth

Strategic acquisition adds a third Massachusetts office for the firm

The Wealth Management Landscape in Asia: An Era of Growth and Innovation

This wealth boom is creating unprecedented opportunities for private bankers and wealth managers.

Fifty days of teleworking at Indosuez Wealth Management

HR director Christophe Ciré, who has been at the helm of the project since his appointment in May, provides more insight.

Swiss Banking 2024: The People in the Spotlight

For these people, 2024 will thus be a year on razor's edge.

Private bank Baumann & Cie is in great shape

The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.

Awards recognise excellence in wealth management field

Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.

Zurich wealth manager's head of equities joins Top 50 IAM

Angelika Stückler is the new head of equities at Alpen Partners.

Mercer Advisors snaps up Transitions Wealth Management

Mercer Advisors has made a deal to snap up a US-based firm.

ADIB-Egypt introduces personalized Shariah-compliant private banking services for high-net-worth clients

ADIB-Egypt’s vanguard Shariah-compliant private banking proposition redefines wealth management standards

At the turn of the year: “Hard work was less important to the banker in 2023”

A good time to look back at the old year again.

HSBC Continental Europe: Completion of the Sale of Retail Banking Business in France, Including the Sale of HSBC SFH (France)

My Money Group and CCF are under the control, directly or indirectly, of funds and accounts managed or advised by Cerberus Capital Management L.P.

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Wealth and Asset Management