HSBC Holdings Plc is exiting a business that serves small and midsize US companies, as it continues an overhaul aimed at ...

Leonard headed HSBC Asset Management's Sustainability Office, which was created in 2021 to manage its sustainable investing efforts and strategy. She also had oversight of its diversity, equity ...

Mergers and acquisitions in the wealth management industry were strong in 2024 and will likely improve in 2025. There are several reasons for this, including: • Demographics, particularly that ...

Rochester, MN - Morgan Stanley (NYSE: MS) today announced that David A. Olson, Managing Director, Financial Advisor in the Firm’s Rochester, MN Wealth Management office, has been named to Forbes ...

UBS Wealth Management USA has announced that David Schachter, a financial advisor in the firm’s Los Angeles office, has been awarded the title of managing director - wealth management.

LOS ANGELES--(BUSINESS WIRE)--UBS Wealth Management US today announced that David Schachter, a Financial Advisor in the firm’s Los Angeles office, has received the title of Managing Director ...

LOS ANGELES, April 22, 2025--(BUSINESS WIRE)--UBS Wealth Management US today announced that David Schachter, a Financial Advisor in the firm’s Los Angeles office, has received the title of Managing ...

and private banking offerings under the umbrella of Orange Wealth Management. “David’s deep expertise in the wealth management industry, strategic vision, and commitment to our clients ...

Glover joins from HSBC, where he was Global Head of Financial Planning, bringing over two decades of leadership experience across wealth and ... portfolio management, risk profiling, and legacy ...

The HSBC deal helped cement BNPP’s status in the top tier of banks in Germany, doubling its domestic client assets under management to more than €40 billion ($43.4 billion). It also fed into BNP ...

HSBC Holdings and UBS Group are expanding their wealth management units in India after a wave of IPOs in the country created a new batch of millionaires, the FT reports citing unnamed sources.

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. HSBC and UBS are expanding their wealth management arms in India to compete with local rivals after a ...