Private Banking Awards 2024: Recognizing Excellence in Wealth Management
This year, 21 providers participated, with peers evaluating each other’s performance, ensuring an independent and objective ranking.
Wealth and Asset Management
15055 articles found
BNP Paribas signs an agreement with HSBC for the acquisition of their Private Banking activities in Germany
The closing of this transaction is expected during the second semester of 2025, once regulatory approvals have been obtained.
UBS renews its partnership with Mercedes-AMG PETRONAS Formula One Team
The bank has been part of the Team’s partner family since 2011, during which time the team has successfully clinched seven Drivers’ and eight Constructors’ World Championships.
Fidelity and Abrdn among backers of new investment platform trade body
Although most UK investment platforms are already members of other associations, the new body aims to address issues specific to the £800bn industry.
Stifel Mulls Buying B. Riley’s Wealth Unit for $100 Million–Report
The purchase could add around 400 independent and employee brokers to Stifel’s roughly 2,400 and would fit with Stifel CEO Ron Kruszewski’s pattern of opportunistic acquisitions.
LO Women Invest
This new publication offers a review and outlook of financial markets and will provide regular, practical information on various investment fields, including building knowledge in areas such as sustainability and private assets.
How should I position for lower interest rates?
With more rate cuts ahead, we think investors should consider assets that can offer more durable income than cash.
Citi’s Global Head of Wealth Visits Hong Kong
Citi’s New York-based head of wealth, Andy Sieg, recently visited Hong Kong
Hong Kong's DL Holdings looks to acquire $2.6bn Singaporean wealth firm
The unnamed target firm is founded in 2008 and has over 400 clients to date, with significant presence in Singapore and Dubai.
Saffery Trust named Trust Company of the Year at 2024 STEP Private Client Awards
The firm was also recognised for its contribution to its community
What the original Top 30 did next: Hannah Buxton, Coutts
In a new feature, we catch up with some of the wealth managers from our early Top 30 under 30 classes.
World’s biggest millionaire boom draws wealth managers to Taiwan
A bank predicts the number of millionaires in the territory will grow by half in the five years to 2028, reaching almost 1.2 million