Hong Kong transport tycoon reveals secrets of managing family wealth
Under his watch, KMB has evolved from a traditional bus operator into a tech-forward transport provider serving 2.8m daily passengers.
Wealth and Asset Management
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HSBC China's top wealth banker reassigned, Asia wealth head relocates to Shanghai
Trista Sun, who has been leading the bank's International Wealth and Premier Banking (IWPB) business in China, will leave the role on May 1
The Private Credit Risk Management Question
Hedge fund gate provisions, strict private equity withdrawal limits, and venture capital redemption cycles are just some of the obstacles the average high-net-worth wealth management client faces.
Peapack Private Bank & Trust Now Open in NYC
This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.
Generali and Partners Group launch private credit secondaries fund
The firms are tapping into the ‘rapidly expanding’ credit secondaries market.
Hargreaves Lansdown co-founder returns to board after £5.4bn takeover
The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.
Shackleton acquires asset management business from Irwin Mitchell
The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.
Unlocking the power of unified managed households (UMH)
The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.
SNB: After a decent first quarter, things are getting rough
UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.
Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG
In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.
Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer
The combined company will thus be strengthened for a new chapter of focused, profitable growth.
UBS enters into an exclusive strategic collaboration with 360 ONE WAM on wealth management in India and international markets
Strategic collaboration will enhance the wealth management solutions available to global Indian clients