HSBC expands wealth management footprint in ThailandPritam BordoloiFebruary 3, 2021 by Pritam BordoloiFebruary 3, 2021 The London-headquartered bank announced a new private bank in the country... Read more
Digital wealth manager StashAway announces AUM of $1 bnPritam BordoloiJanuary 27, 2021 by Pritam BordoloiJanuary 27, 2021 This makes StashAway the first digital wealth manager to manage assets worth more than $1 bn... Read more
Citi’s wealth management unit in UAE to triple AUM to $15 bnPritam BordoloiJanuary 13, 2021 by Pritam BordoloiJanuary 13, 2021 The bank plans to do the same over the next 5 years by increasing the number of client-relationship manager... Read more
JP Morgan seeks another Chinese wealth management JVPritam BordoloiJanuary 6, 2021 by Pritam BordoloiJanuary 6, 2021 JP Morgan is reportedly in talks with China Merchants Bank to set up an entity... Read more
Goldman to bring its wealth management services to the massesPritam BordoloiDecember 23, 2020 by Pritam BordoloiDecember 23, 2020 The investment bank has started internal testing of the digital service, called Marcus Invest... Read more
UBP Private Debt Fund raises over €110 million; seeks diversificationInternational Finance Business DeskDecember 3, 2020 by International Finance Business DeskDecember 3, 2020 The UBP Private Debt Fund III has a lifespan of 4.5 years and will return capital after a 2-year investment period... Read more
Stanhope, FWM merger to create world’s largest wealth management firmPritam BordoloiNovember 25, 2020November 25, 2020 by Pritam BordoloiNovember 25, 2020November 25, 2020 The new entity will oversee $24.2 billion in client assets... Read more
FinVest launches in Thailand; opens up funds marketWebAdminNovember 18, 2020 by WebAdminNovember 18, 2020 FinVest will provide retail investors with access to more than 600 funds from 15 asset management companies... Read more
Wealth manager Tavistock to launch low-cost platformWebAdminNovember 11, 2020 by WebAdminNovember 11, 2020 The platform is expected to be active by the end of this year... Read more
UBS forays into wealth management in QatarPritam BordoloiNovember 4, 2020 by Pritam BordoloiNovember 4, 2020 UBS signed a MoU with the country’s Investment Promotion Agency... Read more