The new hires, based in Hong Kong, will support clients across mainland China, Hong Kong, and Taiwan. The appointments include Angie Chow, Beck Chu, Erica Cheung, Grace Yu, Ingrid Lau, and Roger ...

Headquartered in West Des Moines, Iowa, Sammons Financial Group’ existing portfolio of financial advisory firms include ...

Yusuf Demiral will report to Samir Subberwal, the global head of wealth solutions, deposits, mortgages, and chief client ...

Julius Baer will cut a further 130 million Swiss francs ($159 million) in costs by 2028, the Swiss private bank said on ...

HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers. This follows adoption in the US Private Bank, with rollout in ...

Zurich-based Julius Baer has announced an updated strategy to meet new financial targets including the goal of improving ...

This move targets the expanding $2 trillion (£1.48 trillion) global private credit market, traditionally led by firms like ...

Pinnacle Associates, Ltd. is pleased to announce that Henry Mercer has been named Chief Investment Officer of Withum Wealth ...

The bank will close a division that serves over 4,000 clients HSBC will exit a business that serves small and midsize US companies as part of its strategic overhaul to simplify operations and focus on ...

Standard Chartered (“the Bank”) has announced the appointment of Yusuf Demiral as Global Head, Wealth & Retail Banking (WRB) Data, Analytics & AI.

Standard Chartered has appointed Yusuf Demiral as its global head of wealth and retail banking data, analytics and AI, it ...