Managers of Wealth

HSBC GPB's UAE head of private banking exits

After almost a decade in the role, and two decades at the bank, the Anglo-Asian giant's private banking UAE head is leaving.

Wealth managers reduce exposure to investment trusts

Nearly half of them said it would be a bad year, with one going as far as to say “it’s over” for investment trusts

aberdeen Investments Adds Ex-J.P. Morgan Executive

Based in Singapore, he reports to Flavia Cheong, head of Asia Pacific equities.

VP Bank records a group net income of CHF 18.5 million and is on track with its package of measures to increase efficiency

Client assets under management rose by 9.5 per cent, while the new money inflow was 3.6 per cent.

LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.

Titanbay adds wealth management heavyweight to board

He has also held senior roles at Barclays Wealth, Fortis Investments, and Prudential M&G.

UBS GWM opens Japan and Australia desks in Singapore

The Swiss private bank is also considering partnerships with domestic players in Australia and India to help it launch local products.

Valartis returns to profitability

Total operating income increased by 70 percent compared to the previous year.

SCB Wealth Partners with BlackRock to Strengthen Global Investment

This partnership will guide clients towards international investments, offering high-quality, innovative opportunities to boost returns in a fast-changing economic landscape.

Twenty Four Wealth Management acquires Florida RIA

The acquisition expands Twenty Four Wealth's assets under management to $1.1bn.

UBS receives regulatory approval for changing its shareholding in Credit Suisse Securities in China

UBS AG and Founder Securities entered into a tri-party agreement with BSAM In June 2024 for UBS AG and Founder Securities to sell 36.01% and 49% stakes respectively in CSS to BSAM.

Supporting Independent Asset Managers

The success of Luxembourg’s financial center with private clients continues to strengthen year after year.

Stanbic IBTC Bank Revamps Private Banking Services to Help Nigerians Build Enduring Wealth

Leveraging its extensive market knowledge and international experience, the bank delivers customized solutions that align with the unique goals of each client.

UBS considers sale of some real estate assets in asset management unit, sources say

Earlier this year, potential acquirers approached UBS bankers including Joseph Azelby, global head of real assets, to explore a deal

Bridgepoint assets double from 2021 IPO

The now $75.6bn PE firm is reaping the benefits of its acquisition of infrastructure firm ECP. It has lofty ambitions to increase assets to $200bn by 2031.

Stonehage Fleming Appoints Sally Fernee As Group Head of Investment Management Operating Functions

Sally joins Stonehage Fleming from Lombard International where she acted as Group Chief of Staff

EFG announces changes to the Board and Management team in Monaco

He will succeed JeanClaude Gourrut, who is retiring after 15 years in this role.

Patricia Van Kirk joins Seventy2 Capital Wealth Management as Senior Vice President & Financial Advisor

She provides personalized planning-based services and investment advisory solutions for addressing the full life cycle of a family’s wealth management needs.

Nomura expands in Singapore, Dubai as wealth turns a profit

The Tokyo-based firm is moving to a new office in Dubai that can accommodate up to 60 staff

Alger Named 2025 Asset Manager of the Year by Envestnet

Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024

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Wealth and Asset Management