Tag: Wealth management
Citi poaches JPM banker, WM/PB push continues
International | People
23 Jun 2022 by SRP News
The appointment comes at a time when the US banking group has been pivoting towards wealth management as a strategic business line and reshuffling its management team.
Product wrap: Barclays backs Tesla in France
International | Products
03 Jun 2022 by Marc Wolterink
In this week’s wrap, we look at a selection of structured products with strike dates between 29 May and 4 June 2022.
SRP Apac Awards 2022: Personality of the Year - Lavanya Chari
International | Industry
26 May 2022 by Summer Wang
Congratulations to 2022’s SRP Apac Personality of the Year Lavanya Chari, global head of Investments & Wealth Solutions (IWS) at HSBC.
iCapital snaps up Simon Markets
North America | Technology
25 May 2022 by SRP News
The deal adds education and servicing capabilities of the asset and wealth management fintech platform.
SRP Apac 2022: market trends triggered shift in investor demand
Asia Pacific | Conferences
18 May 2022 by Summer Wang
A panel comprising senior wealth management, private banking and investment banking executives at the SRP Apac 2022 Conference held on 11 May, shed light on the current challenges and opportunities in the Apac market amid increased market volatility.
Exclusive: Citi appoints UK head of investment and product
Europe | People
16 May 2022 by Summer Wang
The US bank has relocated its head of wealth management from Korea as it pulls the plug on retail banking across Asia.
StanChart WM business turns sluggish
Asia Pacific | Industry
09 May 2022 by Summer Wang
The bank’s wealth management (WM) income fell 17% to US$530m in Q1 22 year-on-year (YoY) as a ‘challenging environment’ offsets record financial markets income.
People: Goldman bolsters Emea PWM
International | People
05 May 2022 by SRP News
The US investment bank appoints co-heads of platform and client strategy for its private wealth business in Emea.
HSBC profit dips, top shareholder calls for break-up
International | Industry
03 May 2022 by Summer Wang
The wealth business has tumbled at the UK bank in the first quarter of 2022, leading to a 25% decline of net profit compared with a year ago.
