HSBC: UHNWIs «Viewing This Pullback as an Opportunity»
Since peaking in February, the S&P 500 has been trending lower amid an escalating trade war under US President Donald Trump.
Wealth and Asset Management
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Blackstone Lends $368 Million for Luxury Oslo Property Portfolio
It is the first time Blackstone has lent against Norwegian real estate and underscores the increasing competition from alternative debt capital providers in Nordic real estate, a region traditionally dominated by local banks.
Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs
The round, led by GIC, follows a banner year of product launches, executive expansion, and continued momentum as Altruist solidifies its place among the top three custodians
Carson Acquires $150M Carson Wealth Orlando Location
The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast.
HSBC's Tommy Leung: Clients reassessing US dollar exposure
For UHNW clients in particular, hedging activity has picked up
Staying Personal, Staying Nimble: How Bordier is Shaping the Future of Boutique Private Banking
She shared how Bordier continues to embrace a high-touch, family-office mindset while exploring new areas such as digital assets and maintaining a firm commitment to the regulatory integrity of the Singapore market.
50% of advisers seeing higher client demand as wealth tax uncertainty bites
This renewed appetite from clients is not considered a passing trend either.
Apollo, Blackstone anchor $4bn private credit deal for Thoma Bravo’s Jeppesen deal
The seven-year unitranche loan, which consolidates first- and second-lien debt into a single structure, is expected to price at 475 basis points over the benchmark rate.
Tatton seeds two HSBC EM index funds
HSBC Asset Management launches two new emerging market funds for UK investors.
Hoxton Wealth registers $3bn in AUM with a commitment to further growth
The firm continues to grow across all key markets, offering advisory solutions tailored to individuals and families.
$1 Trillion of Wealth Was Created for the 19 Richest U.S. Households Last Year
That’s more than the value of Switzerland’s entire economy.
Quilter reports strong first quarter core net inflows up 181% on the prior year period, representing 8% (annualised) of opening AuMA
First quarter core net inflows were 181% higher than the comparable period in 2024 and were 16% higher than the then record fourth quarter 2024 level.