RBC’s profit jumps on HSBC deal, wealth management boost
The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.
Wealth and Asset Management
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HSBC reportedly cuts analyst positions in restructuring effort
This decision also involves the termination of Steven Major, the global head of fixed income research.
Challenges to Asian family transfers leave $5.8tn at stake
Families are increasingly drawing on external expertise to manage succession more effectively, agrees Cherry Ng, head of wealth planning Asia at BNP Paribas Wealth Management in Hong Kong.
UBS Global Family Office Report 2025 published: All eyes on the global trade war
The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.
Swiss Banking Between Confidence and Self-Reassurance
Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.
Hoxton Wealth secures over £1M in tax refunds for clients
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
Mattioli Woods to merge with Kingswood to create £25bn group
The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.
IK Partners stakes Irish wealth management boutique
PE firm aims to help bankroll Dublin-based Kestrel Capital's expansion plans.
Evelyn Partners Becomes Official Wealth Management Partner of Saracens Rugby Club
Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome
Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025.
How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie
The shift towards outsourced solutions has been steadily gaining momentum among financial planning firms, particularly those with less capacity and fewer resources for chasing benchmark-beating returns.
Paragon Capital Management Nets 20-Year Veteran
Based in Singapore, he will report to Paul Lee, co-founder, CEO and chief investment officer as well as Irene Ng, chief operations officer and compliance/risk officer.