wealth-management

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UK's Quilter posts record fourth-quarter inflows

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Billionaires' wealth hits new peak as their clout grows, Oxfam says

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HSBC to review Singapore insurance business as its slims down globally

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HSBC launches UAE asset management business to tap into wealth influx 

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HSBC appoints ex-Citi executive Ida Liu to lead private bank

Date: December 22, 2025

Dec 22 (Reuters) - HSBC said on Monday it appointed Ida Liu as chief executive officer of HSBC's private bank, effective January 5. Liu most recently served as global head of Citi Private Bank and has...

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Billionaires are inheriting record levels of wealth, UBS report finds

Date: December 8, 2025

ZURICH, Dec 4 (Reuters) - The spouses and children of billionaires inherited more wealth in 2025 than in any previous year since reporting began in 2015, according to UBS's Billionaire Ambitions...

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Barclays explores bid for British wealth manager Evelyn, sources say

Date: December 8, 2025

(Corrects spelling of first name of Barclays executive in paragraph 8) By Amy-Jo Crowley and Charlie Conchie London, Dec 5 - Barclays has been exploring a potential acquisition of Evelyn Partners, one...

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Chase Buchanan Private Wealth Management Highlights Key Autumn 2025 Budget Takeaways for Expats

Date: December 4, 2025

Following months of speculation, the global expat financial advisory specialists at ...

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UK's Schroders examines options for Benchmark business, sources say

Date: December 3, 2025

By Amy-Jo Crowley, Andres Gonzalez and Iain Withers LONDON, Dec 3 (Reuters) - Britain's Schroders is exploring possible options for its financial planning business Benchmark Capital, including a...

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JPMorgan doubles Swiss business by targeting wealthy clients

Date: December 1, 2025

By Oliver Hirt ZURICH, Dec 1 (Reuters) - JPMorgan doubled its Swiss domestic private banking business between 2020 and 2024 and aims to do so again by 2030 as it targets the country's wealthiest...