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.
Wealth and Asset Management
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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.
Titanbay adds wealth management heavyweight to board
He has also held senior roles at Barclays Wealth, Fortis Investments, and Prudential M&G.
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.
aberdeen Investments Adds Ex-J.P. Morgan Executive
Based in Singapore, he reports to Flavia Cheong, head of Asia Pacific equities.
Brookfield Wealth Solutions Subsidiary Receives Authorization in the United Kingdom
The license was issued following the successful completion of a comprehensive authorization process and confirmation the business has been fully capitalized.
Alger Named 2025 Asset Manager of the Year by Envestnet
Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024
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
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.
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.
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
Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families
Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.