wealth-management
UK's Quilter Beats Profit Forecasts but Outlines Nearly $100 Million Review Cost
FinanceSchroders CEO Plans Reboot Under Pressure From Founding Family, Sources Say
Exclusive-HSBC Cutting Staff Numbers by 900 at China Pinnacle Unit, Sources Say
FinanceUK's Rathbones Annual Profit Beat Estimates on Higher Inflows, Customer Numbers
AI to Transform Wealth Management, Microsoft Executive Says
Date: February 14, 2025
By Oliver Hirt ZURICH (Reuters) - Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's potential to process information vastly...
StanChart Picks Former South African Bank Boss Ramos as New Chair
Date: February 4, 2025
LONDON (Reuters) -Standard Chartered appointed Maria Ramos as chair to succeed Jose Vinals, who is approaching the end of his nine-year term, the lender said on Tuesday. Ramos, 65, joined Standard...
St James's Place Beats 2024 Fund Expectations With $5.4 Billion Net Inflows
Date: January 30, 2025
(Reuters) - British wealth manager St James's Place on Thursday reported better-than-expected managed funds for 2024, driven by 4.33 billion pounds ($5.38 billion) of yearly net inflows and high...
UK Investment Platform Aj Bell's Q1 Managed Assets Jump 17%
Date: January 29, 2025
(Reuters) - British investment platform AJ Bell on Wednesday posted a 17% jump in its first-quarter managed assets, helped by a rise in customers and elevated pension contributions in the run-up to...
HSBC Appoints Insider John Shipman as Interim CEO of Swiss Private Bank
Date: December 18, 2024
(Reuters) – HSBC on Tuesday appointed insider John Shipman as interim CEO of its Swiss Private Bank and country head of HSBC Switzerland, effective Jan. 1, 2025. Shipman succeeds Gabriel Castello, who was appointed earlier this month as interim CEO of HSBC’s global private banking, following a broader restructuring by CEO Georges Elhedery to streamline...
Why High Net-Worth Individuals Need a Wealth Manager
Date: December 9, 2024
As a high-net-worth individual you understand that wealth can come and go, and to secure generational wealth is a herculean task requiring you to pay careful attention to where you invest your money. But who needs the hassle of checking the markets every day and placing trades on accounts? You probably don’t even understand how...