Managers of Wealth

HSBC India launches credit card for global private banking

The Global Private Banking business in India serves high-net-worth individuals.

Pimco expands UK global wealth management team

Both will report to Terry Oh, executive vice president and head of Pimco’s global wealth management business in the UK.

NRI Launches "NRI STREAM" Accelerating Digital Transformation in Asset Management

The new solution will be adopted by SBI Securities, Nikko Asset Management and Resona Asset Management

BNP Paribas Wealth Management Shares Key Investment Trends Expected in 2025

First, BNP Paribas noted that lower interest rates will support “leveraged asset classes,” such as real estate, infrastructure and private equity.

Billionaire wealth grows despite regional and sectoral shifts

The number of billionaires globally increased from 1,757 to 2,682, with a peak of 2,686 in 2021.

Global wealth management group GSB launches FutureOf fund

Beth Bell has joined to run the fund

Active ETFs gain ground on more passive benchmark trackers

Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds

Schroders: Asia wealth managers gorge on private markets

Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.

Delving into the small and mid-cap market after the election

But remember that with Donald Trump, nothing is certain and things can change very quickly.

Changes In The Wealth Advisory Industry Heading Into 2025 And Beyond

For generations, ultra-high-net-worth families have relied on private family offices.

BCGE strengthens its strategic partnership with Finnova

This long-term commitment highlights the importance for BCGE of working closely with one of Switzerland’s leading banking software providers.

Billionaire Ambitions Report 2024

The bank also conducted an online survey of the views of a sample of UBS billionaire clients across the world’s main regions.

Potential for growth with low margins

The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria

Choreo unveils tax platform to shift wealth management

New automated solution enhances tax-aware investment strategies, saving time for advisers and maximising benefits for clients.

J.P. Morgan’s data platform to incorporate FactSet analytics

The move helps clients focus on investment insights and alpha generation while leveraging modern data management.

Supporting UHNW families for sustainable wealth growth and preservation

As UHNW individuals and UHNW families become increasingly sophisticated in their approach to wealth management, their needs are evolving.

Schroders could raise £3.2bn from ‘radical’ asset management sale

Offloading its asset management business could raise more than £3bn and would help Schroders focus on becoming a leading wealth management firm

Moneyfarm expands UK footprint with Willis Owen purchase

This acquisition, which brings Moneyfarm’s group total assets to over £5bn, is the firm’s third in the UK over the past three years.

Dynasty Financial Partners and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers

This partnership will help NPM clients participating in private company secondary liquidity events have access to comprehensive investment and tax planning services to promote better financial futures for them and their families.

UBS: Billionaire Wealth Stagnates in Asia

Not only did APAC record the slowest growth but it was also the only region that did not surpass its last peak in 2021, which saw a total of $4.6 trillion in billionaire wealth.

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Wealth and Asset Management