Chinese wealth firm files for US IPO
It plans to list on the Nasdaq
Wealth Management
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Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets
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Credit Suisse expands Indian wealth management team
The ‘significant hires’ evidence the firm’s ‘deep commitment’ to the onshore market
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Family office unveils US expat service as SEC licence extended
It has also opened a Geneva office with plans to launch a London operation in future
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UBS to offload its wealth management operation in Spain?
Reports state the Swiss giant is reviewing the business
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Schroders and Bocom to form wealth management JV in China
Asset manager also plans to establish a stand-alone public mutual fund company on the mainland
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Chinese investors hungry for cross-boundary products
As demand for wealth offerings in Greater Bay Area set to surge
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Credit Suisse eyes China wealth expansion
Company is also ‘very interested’ in its ‘activities around the Asia Pacific region’
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Barclays eyes growth in UK wealth management
It will be ‘further expanding’ services to support its ‘premier and investment customers’
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South African regulator warns investors against Hong Kong firm
It believes the unauthorised company uses ‘boiler room tactics’
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UK financial planner merges with wealth manager
Deal increases assets under influence to around £700m
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Wealth management giant shuts Hong Kong office
It wants to focus on its ‘strong international footprint’ in UK, EU, Middle East and Latin America