Ex-JP Morgan PB executives launch wealth platform
It will provide advisory, discretionary, alternatives and ESG investment solutions
Wealth Management
-
-
Schroders Personal Wealth to cut roles in business restructure
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
-
Banking group exits Hong Kong
This includes its asset and wealth management businesses
-
South African wealth firm unveils advisory partnership division
It will help independent advice companies grow their revenue and assets under management
-
Hong Kong bank unveils wealth management offering
Customers with at least HK$8m will be able to access services
-
UK and US firms merge to create $24bn global wealth manager
Deal will expand the combined company’s geographic footprint across Europe and the States
-
UK mortgage and protection firm unveils wealth arm
Company is looking to recruit advisers before end of 2020
-
Bank of East Asia expands wealth management offering
It is now targeting Hong Kong investors with HK$5m
-
Asian firms join forces to unveil Thai wealth app
Platform will have at least 600 mutual funds from 15 asset management firms in Thailand
-
Digital wealth firm launches in the UAE
As Zurich Middle East rolls out financial planning solution to ‘distribute product sales online’
-
Westpac to sell New Zealand wealth advisory business
But bank says it will still serve customers with large investment portfolios for their lending needs
-
Swiss giant ‘open’ to wealth management M&A deals
Months after the company was rumoured to be in talks over a possible merger with UBS