HSBC Nears Halfway Point for China Wealth Hiring Target
In addition to headcount, HSBC has been also expanding its physical presence within the mainland.
Wealth and Asset Management
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UBS Follows Wealthy Clients to ESG-Hostile Territory
This comes after the bank backtracked on its US digitization push after the planned takeover of robo-advisor Wealthfront came to nothing earlier this year.
Sanctuary Wealth Adds 18Forty8 Private Wealth to Constantly Growing Platform
$400 Million Wisconsin team helps NFL players and coaches score financially
Counting US mid-term votes, bracing for recession
The world is watching the US economy as its monetary policy evolves to reflect slowing inflation, and braces for an expected recession in 2023.
Wealth managers respond as client demand for private markets access accelerates
This is reflected in Delio’s latest research in which 88% of wealth managers declared that their clients are now actively seeking access to illiquid investment opportunities.
UBS plans management shakeup in US wealth arm to boost market share
The unit will also consolidate its footprint in conventional wealth hubs like New York.
Evelyn Partners announces continued positive new business inflows and growth in operating income
The business has delivered an uplift in operating income and continued strong new business inflows, against a backdrop of ongoing macroeconomic uncertainty and market volatility.
$650M Merrill Advisor Team Bolts for Kestra
Canton Wealth Partners joins Kestra in Georgia.
UK private wealth portfolios down by up to a third
Market losses, inflation and currency movements combine to hurt savers this year
Wealthy families are migrating to the U.S. South and UBS is following them
The new structure for the world's largest wealth manager signals a big push into the southern United States alongside competitors such as Merrill Lynch Wealth Management, which has boosted its presence in Florida.
LGT receives accolades for philanthropy services and sustainable investing in Europe
LGT also received two awards for its expertise in sustainable investing for the Western Europe region.
Lombard Odier's sustainability branding campaign wins again
This is the third award that our campaign, which focuses on sustainability, has won this year. It follows our success in similar categories at both the European and Swiss WealthBriefing awards in March and February, respectively.