Standard Chartered targets USD200 billion in net new money and double-digit wealth growth over next five years
In the first nine months of 2024, the Bank achieved a faster NNM acquisition rate than its peers.
Wealth and Asset Management
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Partners Group agrees to acquire real estate platform Empira Group
The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.
Lombard Odier: Zurich EAM Desk Reaches the Next Level
What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.
Bellevue expects halving of net profits
The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.
Rathbones continues to cut roles in search of £60m Investec savings
Wealth management mega-merger sees more jobs cut in hunt of savings.
The Power Of Holistic Wealth Management For High-Net-Worth Individuals
Bibbo’s success is marked by notable awards, including Crain’s 2021 Notable Wealth Managers and 2024 InvestmentNews Top Advisors List.
Track to the Future – with HSBC Asset Management’s Dan Rudd
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
Wealth Management Startups See Funding Rise
There’s nothing terrible about this sort of asset assortment.
The future of wealth: What industry experts are saying
In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.
Why Wendy Warren is one of the Bahamas’ leaders in wealth management
As the founder and managing director of Caystone Solutions, Wendy oversees a dedicated team that supports family offices, asset managers, and private clients in preserving and growing their wealth.
Mapfre Asset Management to use BlackRock's Aladdin platform
The Spanish insurer is set to adopt Blackrock's platform.
Söderberg & Partners takes stake in three more UK advice businesses
With over £3bn in assets, Hoyl is renowned for building long-lasting client relationships and consistently delivering high-quality financial advice to the highest professional standards.