Tag Archives: wealth management

Standard Chartered aims for approximately 18 per cent RoTE through expanded wealth management and digital investment

(IN BRIEF) Standard Chartered has announced a new long-term growth strategy targeting approximately 18 per cent return on tangible equity by 2030 as the bank focuses on expanding its cross-border banking, wealth management and corporate finance operations. The plan includes … Read the full press release

AI-assisted advisory services and new investment tools to strengthen SpareBank 1 customer experience through partnership with Amundi

(IN BRIEF) SpareBank 1 has partnered with Amundi to enhance its digital savings and investment services through new advisory tools, AI-assisted customer support and expanded investment capabilities. The collaboration will integrate Amundi Technology’s ALTO Wealth & Distribution platform into SpareBank … Read the full press release

Garanti BBVA Introduces Fund Bot to Deliver Personalized Digital Investment Solutions for Modern Investors

(IN BRIEF) Garanti BBVA has launched Fund Bot, a digital investment tool designed to help users build personalized fund portfolios quickly and easily. The solution uses a suitability test to determine each investor’s risk profile and recommends model portfolios created … Read the full press release

Schroders Appoints Patrick Schwyzer as Head of Client Group Europe to Strengthen Regional Client Strategy and Growth

(IN BRIEF) Schroders has appointed Patrick Schwyzer as Head of Client Group, Europe, to strengthen its leadership and enhance its client-focused strategy across the region. Bringing over 20 years of experience from UBS and Credit Suisse, Schwyzer will lead efforts … Read the full press release

Erste Private Banking Strengthens Regional Leadership with Euromoney Awards for Austria and Romania

(IN BRIEF) Erste Private Banking has received two prestigious Euromoney awards, being named “Best Private Bank” in Austria and “Best for Client Service” in Romania, highlighting the strength of Erste Group’s private banking operations. In Austria, the division manages around … Read the full press release

BNP Paribas Strengthens Investment Platform with New Strategy Focused on Alternatives ETFs and Institutional Growth

(IN BRIEF) BNP Paribas has unveiled its 2030 Strategic Plan for its Asset Management platform, targeting significant growth following the integration of AXA Investment Managers and the expansion of assets under management to over €1.6 trillion. The strategy focuses on … Read the full press release

HSBC Reports Strong 2025 Results and Raises Medium-Term Profitability Targets Through 2028

(IN BRIEF) HSBC reported strong underlying financial performance in 2025 with revenue rising to $68.3 billion and profit before tax reaching $29.9 billion despite significant one-off charges. Excluding notable items, profit before tax increased to $36.6 billion and return on … Read the full press release

Schroders and Apollo Form Strategic Partnership to Build Next-Generation Hybrid Wealth and Retirement Solutions

(IN BRIEF) Schroders and Apollo have launched a strategic partnership to co-develop a new generation of hybrid wealth and retirement investment solutions that combine Schroders’ public market expertise and Schroders Capital’s private markets capabilities with Apollo’s large-scale private credit and … Read the full press release

Deutsche Bank Private Bank to Leverage DWS’ Institutional Investment and Execution Platform in Expanded Strategic Collaboration

(IN BRIEF) Deutsche Bank and DWS are strengthening their collaboration in Discretionary Portfolio Management by integrating DWS’ institutional investment and execution platform into the portfolio implementation process for Deutsche Bank Private Bank clients while keeping strategic asset allocation and client … Read the full press release

Benchmark Capital Expands Its Financial Planning Business Through the Acquisition of Caroline Banks & Associates and Verum Financial

(IN BRIEF) Benchmark Capital has acquired two established financial advice firms, Caroline Banks & Associates and Verum Financial LLP, both long-standing users of its technology and compliance platform, adding nine advisers and over £450 million in combined client assets to … Read the full press release

Standard Chartered Launches New Investment-Grade CLO Strategy Under VCC Platform with Barings

(IN BRIEF) Standard Chartered has launched Signature Select Quality Credit Income, a new investment-grade CLO strategy sub-fund under its VCC platform, with Barings appointed as sub-investment manager. The fund offers income-oriented exposure to high-quality CLO tranches through an actively managed … Read the full press release

Standard Chartered Enhances Wealth Strategy with Senior Global CIO Appointments

(IN BRIEF) Standard Chartered has expanded its Global Chief Investment Office team with the appointments of Sundeep Gantori as Chief Investment Officer, Equities, and Jonathan Liang as Chief Investment Officer, Fixed Income & FX. Based in Singapore and Hong Kong … Read the full press release

BBVA Strengthens Global Private Banking Model with New International Unit in Madrid

(IN BRIEF) BBVA has established a new International Private Banking unit in Spain to serve global clients seeking to invest and manage wealth in the country, strengthening its international private banking model alongside existing platforms in Switzerland and the United … Read the full press release

Euronext Welcomes gAIn360 to Growth Milan as AI FinTech Reaches Public Market Milestone

(IN BRIEF) gAIn360 has been admitted to trading on Euronext Growth Milan, becoming Euronext’s 69th listing in 2025 and marking a significant milestone for the AI-driven fintech company founded in 2024. The company raised €1.8 million during the placement phase, … Read the full press release

SIX Extends Strategic Partnership with Barclays to Deliver Smarter Data Solutions Across Global Operations

(IN BRIEF) SIX and Barclays have entered into a seven-year global partnership to accelerate the bank’s international growth and enhance cost efficiency. The collaboration will give Barclays access to SIX’s suite of financial data products and allow the bank to … Read the full press release

MAPFRE AM creates new Deputy Director role as Ismael García Puente takes charge of investment strategy and fund oversight

(IN BRIEF) MAPFRE AM has appointed Ismael García Puente as Deputy Director of Investment Strategy, a newly established role aimed at reinforcing the firm’s investment vision and market positioning. With more than a decade of experience at MAPFRE, García Puente … Read the full press release

Benchmark Capital partners with Insignis to expand adviser access to cash management solutions and improve client outcomes

(IN BRIEF) Benchmark Capital, part of the Schroders Group, has formed a partnership with Insignis to provide advisers with enhanced cash management solutions for their clients. Through Insignis’ platform, advisers can access savings products from more than fifty banks and … Read the full press release

Standard Chartered expands VCC offerings with new multi-sector credit fund launched in partnership with PIMCO

(IN BRIEF) Standard Chartered has launched Signature Select Global Income Plus, a new multi-sector credit fund under its VCC structure in collaboration with PIMCO as sub-investment manager. The fund spans high-yield bonds, emerging market debt, and bank loans, aiming to … Read the full press release

UBS exits Net-Zero Banking Alliance while advancing in-house sustainability and climate strategies

(IN BRIEF) UBS has withdrawn from the Net-Zero Banking Alliance after an annual review of its sustainability-related memberships, citing strengthened internal capabilities and the maturity of decarbonization frameworks as reasons for its decision. The bank, a founding member of the … Read the full press release

ABN AMRO Completes Acquisition of HAL, Creating a Top-Three German Wealth Manager with EUR 70 Billion AUM

(IN BRIEF) ABN AMRO has completed the purchase of Hauck Aufhäuser Lampe AG from Fosun’s Bridge Fortune Investment, following regulatory approval. The acquisition merges HAL with Bethmann Bank to create a top-three German wealth-management provider, with 2,000 employees in 18 … Read the full press release