wealth management

Exclusive: HSBC to acquire Citigroup China consumer wealth business

HONG KONG, Sept 28 (Reuters) – HSBC (HSBA.L) is set to acquire Citigroup’s (C.N) China consumer wealth management business, which manages more than $3 billion in assets, two sources with knowledge of the matter…

UBS and China’s ICBC to explore banking, wealth management ties

HONG KONG, Sept 26 (Reuters) – Swiss banking group UBS (UBSG.S) said on Tuesday it had signed a memorandum of understanding with the world’s largest lender by assets, Industrial and Commercial Bank…

Tarsadia Strengthens Venture, Growth & Private Investing Practice with New Sector Heads

NEW YORK–(BUSINESS WIRE)—Tarsadia Investments, a multibillion-dollar firm that makes high-conviction investments in category-defining companies globally, is proud to announce the expansion of its Venture, Growth & Private Investing (“VGP”) practice…

R&R Wealth Management Selects Commonwealth for Sophisticated Support

WALTHAM, Mass.–(BUSINESS WIRE)–Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that R&R Wealth Management (R&R Wealth) of Waukesha, Wisconsin, has joined…

China Evergrande shares tumble 25% after wealth management staff detained

HONG KONG – Shares of embattled developer China Evergrande Group plunged 25 per cent on Monday after police detained some staff at its wealth management unit, suggesting a new investigation that could…

SVB Capital Could Sell for $500 Million

Silicon Valley Bank’s former owner is reportedly close to selling its venture capital business. SVB Capital has attracted two top bidders, The Wall Street Journal (WSJ) reported Friday (Sept. 15), citing sources familiar with…

Tifin Wealth and the Financial Planning Association Partner to Expand Access to Personalized Investment Platform for Financial Planners

BOULDER, Colo. and NEW YORK, Sept. 13, 2023 /PRNewswire/ — TIFIN Wealth, the AI Engine for Organic Growth, is thrilled to announce a significant step forward in supporting the growth of independent financial planners in…

Financial Gravity Welcomes New Family Office Director Josh Rahn

Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Josh Rahn aboard as a Family Office Director. Josh Rahn is a CPA who brings a wealth of knowledge from…

Citi is the First US Bank Approved to offer FMDB Services in China

China: Citibank(China) Co. Ltd. (“Citi China”) has received approval from the Shanghai Futures Exchange (SHFE) and International Energy Exchange (INE) to act as a Futures Margin Depository Bank(FMDB) for its…

Citi Private Bank Reveals Top Priorities for Family Offices: Preserving the Value of Financial Assets and Preparing the Next Generation of Wealth Owners

Amid market volatility, family offices globally and in Asia Pacific are shifting their focus toward wealth and investment management as they expect portfolio gains in the coming year. Citi Private…

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                  The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

                  COVID-19
                  Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

                  Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

                  The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

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