Managers of Wealth

SGD 15 Million Investment to Strengthen Philanthropic Capabilities through the Asia Centre for Changemakers

Consequently, strategic philanthropy is expected to grow, underscoring the need for new skills and capabilities for the sector.

EFG private banker relocates from Switzerland to Dubai

A private banker that has had stints in Hong Kong and Zurich, has relocated to Dubai.

Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation

The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios

High-net-worth investor landscape evolves with rising numbers, growing wealth, and expanding needs for expert advice

Praemium in conjunction with Investment Trends has released the 2024 HNW Investor Report, which outlines that despite cost-of-living pressures, Australia’s wealthiest are getting wealthier.

Citigroup to Hire Talent in Hong Kong in Wealth Push

The talent will be based in Hong Kong and serving the region more broadly, Sieg said, declining to provide numbers.

UBS shifts focus away from corporate bonds as yields drop, risks increase

Yields move inversely to prices.

Building a Stronger Tomorrow: Family Offices in our Flourishing Wealth Management Landscape" - Speech by Mr Chee Hong Tat

Wealth owners choose Singapore for many reasons

Italian private bank Banca Generali bids for broker Intermonte

Wealth managers such as Banca Generali are increasingly focused on the succession issues faced by the myriad Italian businesses that sprang up during the post-war boom.

JTC To Acquire Citi Trust

The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.

Wealth manager City & Merchant goes into liquidation

The FCA said it imposed restrictions because it had “serious concerns” the firm was not capable of being “effectively supervised” by the authority.

Schroders appointed by Metfriendly to run £270 million investment portfolio

The mandate, which emphasises the strategic importance Schroders places on working with the UK’s mutual sector, will encompass both multi-asset and short-dated credit assets.

Personalised investment behind growth of Thai private wealth

This group of investors, categorised as High Net Worth Individuals (HNWIs), experienced a growth rate of 10.3% in 2023

Schroder Asian Total Return Investment Company plc - Half-Year Results

Technology holdings, especially those linked to artificial intelligence, were the largest contributors to performance and benefitted the technology heavy Taiwan market, where stocks rose strongly.

Hightower Makes Strategic Investment in Charles D. Hyman & Co.

$2.3 Billion RIA has been advising families on their wealth for 30 years

AIA's wealth plug sees traction five months after launch

The insurance industry is ramping up its wealth offerings, looking to differentiate from private banks, by offering universal life and whole life solutions for mass affluent and high net worth clients.

World’s Biggest Millionaire Boom Draws Wealth Managers to Taiwan

JPMorgan, AllianzGI and rivals are racing to get some of the cash generated by a surging tech sector.

Raiffeisen relies on internal expertise in the asset management of its Futura funds

The change in the management of the active Futura funds from Vontobel to Raiffeisen enables holistic, internal management of Raiffeisen investment solutions and products.

HSBC Private Banking Cheuk Wan Fan Expects Fed to Start Rate Cut Cycle in Sep

Central bank rate cuts will have a positive impact on bond, equity and asset valuations.

Rapid HNW expansion poses ‘significant’ advice opportunity

The growing HNW segment, who are increasingly demanding specialist advice, indicates a clear opportunity for advisers looking to service a greater number of wealthier clients.

Wealth management for athletes

As an athlete or sportsperson, you’ll face plenty of big wealth management decisions before the final whistle blows on your career.

1
2
3
…
37
38
39
40
41
42
43
44
45
46
47
…
1463
1464
1465

Wealth and Asset Management