Managers of Wealth

HSBC hosts private markets summit for its global private banking clients

The first private markets conference for global private banking clients was held in Hong Kong by HSBC.

SGKB sustainable fund duo receive first Citywire ratings

Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.

UK wealth manager St James’s Place winds down property funds

The firm expects to liquidate most assets over two years, with investors receiving periodic returns.

Independent Advisor Solutions forges alliance with Goldman Sachs

This move follows last month's launch of Independent Advisor Solutions and the "MiBLOX" collaboration with BlackRock.

CFA to launch private wealth certificate next summer

Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments

HSBC GPB opens new office in Kuwait

The opening comes over a year after HSBC GPB's market head at HSBC Kuwait is Rayan Kazerooni joined.

Singapore Wealth Management Leader Joyce Woo on Ensuring Transparent, Rules-Based Client Solutions

Woo underscored the importance of a systematic, rules-based investment process and the value of separating advisory functions from investment decision-making.

Nomura’s Strategy for Scalable Growth and Operational Excellence in Wealth Management

This focus on scalability, Ajit explained, has driven Nomura to develop a streamlined operational framework that reduces bottlenecks and enhances efficiency.

Franklin Templeton gets green light for first private markets offering aimed at wealth channel

Firm’s first open-ended strategy will offer wealth investors access to opportunities in private equity secondaries

J.P. Morgan Private Bank report reveals how wealthy families can adapt in a complex world

New Global Family Office Report highlights governance, succession planning, investment management and cybersecurity as key areas of concern

Canaccord Genuity Group Inc. Statement regarding recent Media Coverage

The Company regularly explores opportunities to strengthen the value of its business and has been an active acquiror in all geographies where it has operations.

Blackstone Credit & Insurance Announces $1 Billion Infrastructure Loan Portfolio Purchase From Santander

The portfolio comprises loans that finance assets located largely in Western Europe and the US across the digital infrastructure, utility scale renewable, energy efficiency and transportation sectors.

UAE’s net wealth reached $2.9trln in 2023, reveals BCG Global Wealth Report

UAE's financial wealth grew by 10% from 2022 to 2023

‘We’re just not very good at it’: Why bankers and wealth managers are struggling to work together

Some of the City’s biggest banks are looking to maximise links between dealmakers and wealth managers in an attempt to boost margins

Green Wealth Partners rebrands to LeoVest Partners

LeoVest Partners AG is known as a new force in Swiss wealth management.

Objectway: Growing Demand for As a Service Models

In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.

St James’s Place set to re-enter FTSE 100

SJP’s share price has rise more than 70% in the past six months

HSBC expands cross-border payments reach with enhanced Global Money Transfers service

This enhancement triples HSBC Singapore’s cross-border payment capabilities, adding 50 new destinations and 40 new currencies.

Natixis IM enters talks with Generali over asset management tie-up

French banking group BPCE has been assessing options for its $1.4tn fund management division

Citigroup awards special retention bonuses for dozens, Bloomberg News reports

Andy Sieg, who was hired last year by the lender, said the unit's recent results are starting to take hold

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Wealth and Asset Management