Bellevue strengthens sales team in Germany
She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.
Wealth and Asset Management
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Quilter reports adjusted profit of £100 million and H1 2025 core net inflows of £4.5 billion representing 8% of opening AuMA (annualised)
Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.
Swiss equities in focus
They discuss how Q1 saw large inflows into the market
Bond Market in July: PSP Brings Floaters Back to Switzerland
July is traditionally a quiet month on the Swiss capital market due to the holiday season.
Sterlington Welcomes Leading Private Wealth Team from Morgan Lewis
Additional team members are expected to join in the coming weeks.
AES appoints Andrew Bates as CEO of AES Private Wealth and Family Office
Strengthening commitment to globally minded families in MENA
Wealth Enhancement Announces Acquisition of Manwaring Wealth Management, an Independent RIA with Over $164 Million in Client Assets
This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.
HSBC Hong Kong desk head joins JP Morgan Private Bank
The 12 year HSBC veteran has moved over to the US bank in Hong Kong.
Deutsche Bank chief approved controversial trade he was later asked to probe
Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.
Janney Named Official Wealth Management Partner of the Philadelphia Eagles
A Partnership Built on Shared Values of Excellence, Teamwork, and Results
Commonwealth Private launches self-directed investment offering with J.P. Morgan
Private Wealth Advantage brings together deep local expertise from CBA’s Private Bank and global insights from J.P. Morgan Asset Management.
HSBC US Head of Wealth and Private Banking Racquel Oden Named to 2025 Forbes 50 Over 50 List of Visionary Women
Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams.