A look at who managed to hold on to their wealth and who didn’t in an uneven 2025 https://t.co/w8XiJKT6Ah ...

Core Viewpoint - HSBC has appointed Ida Liu as the new CEO of HSBC Private Bank, effective January 5, 2026, aiming to enhance its leadership in serving ultra-high net worth clients and accelerate global growth in the Private Bank sector [1][2]. Group 1: Leadership and Strategy - Liu will focus on strengthening cross-border connectivity and deepening HSBC's leadership with ultra-high net worth clients [2]. - She will report to Barry O'Byrne, CEO of HSBC International Wealth and Premier Banking [2]. - Liu replaces Gabriel Castello, who will transition to the role of vice chair of HSBC Private Bank [3]. Group 2: Experience and Expertise - Liu brings 25 years of global experience, having previously served as the global head of Citi Private Bank, where she advised ultra-high net worth clients on investment and legacy needs [4][6]. - Her background includes roles as a mergers and acquisitions investment banker at BT Wolfensohn and Merrill Lynch, as well as experience in the luxury fashion sector with Vivienne Tam [5][6]. - O'Byrne emphasized Liu's expertise in strategic wealth advisory, operational transformation, and business growth, highlighting her consistent track record of delivering results [4]. Group 3: Market Context - Liu noted that the current wealth landscape presents a defining moment, with clients becoming increasingly global, entrepreneurial, and multi-generational [6]. - HSBC's previous press release indicated that 59% of entrepreneurs are diversifying their wealth internationally, and 49% plan to expand their businesses into new markets, showcasing the growing demand for private banking services [6].

The latest 5 Questions with Fidelity covers tax-smart charitable giving strategies, including new opportunities created thanks to recent tax legislation. 00:00 Welcome to 5 Questions with Fidelity 00:21 How does new tax legislation affect charitable giving strategies? 02:39 How should the new tax laws affect my charitable giving this year? 03:48 What are the benefits to donating stocks or cryptocurrency? 04:41 How can you maximize the tax benefits of your charitable giving? 05:44 How can charitable giving h ...

Wealth Enhancement is set to acquire AEGIS Financial, an independent registered investment adviser (RIA) operating in Oshkosh, Milwaukee, and Appleton in the US state of Wisconsin. AEGIS Financial’s team, consisting of five advisers and 10 support staff, manages client assets exceeding $468m. It is spearheaded by president William Bowman. The company offers a range of services, including financial planning, retirement, estate planning, wealth transfer, tax mitigation, and investment strategy. AEGIS Fin ...

Wealthy Australians are increasingly steering their money into private markets, reshaping the way the nation’s richest build their fortunes. But the shift is unfolding as global credit risks stir. https://t.co/N4hHS1KkJ0 ...

RT WSJ | Buy Side (@BuySideWSJ)We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best connect you with a fiduciary wealth manager.https://t.co/1kIbwtFyJf ...

2025年以来，资本市场深化投融资改革持续释放活力，低利率环境下居民财富管理需求加速从"储蓄主 导"向"资产配置"转型，ETF、"固收+"等低门槛、高透明、配置化产品成大众投资新趋势。同时，监管 部门以"严监严管"筑牢行业合规底线，并推动行业从"重规模"向"重回报"转变，树牢"以投资者为本"理 念。 在此背景下，南方都市报社、湾财社近日启动第14届金融行业年度评鉴。本届评鉴以"创新服务惠大 众・金融赋能启新程"为主题，并首次增设"新财富新投资先锋案例"征集，聚焦2025年资本市场各类机 构的普惠金融创新实践，通过五大维度挖掘行业标杆，推广先进经验，推动金融机构真正惠及大众、赋 能实体经济高质量发展。 本届评鉴启动以来，多家证券、基金、理财机构踊跃参与，经过多轮专业评审，最终12个"新财富新投 资先锋案例"脱颖而出。评审结果将在12月23日举办的主题活动上正式发布。 5大普惠维度树立年度"新财富新投资先锋"标尺 本届"新财富新投资先锋案例"评审紧扣行业发展趋势与政策导向，结合证券、基金、理财三类机构业务 特性，构建了"产品普惠创新、服务模式升级、数字科技赋能、实体精准滴灌、价值生态守护"五大维度 的专业化评价框 ...

Wealth Enhancement has acquired Spectrum Wealth Management, an independent registered investment adviser (RIA) based in Irvine, California, US, along with its affiliated certified public accounting firm Putman Group. The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets. Spectrum Wealth Management founder and principal Benjamin Ross Putman leads this team alongside Sanaz Afshar, Josep ...

Blackstone has teamed up with almost 80 different partners as the firm looks to tap into the ranks of Europe’s wealthy investors while navigating its balkanized patchwork of regulations https://t.co/O9JRAJWG2y ...

SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025. Total organic net new assets for November were $6.7 billion, translating to a 3.4% annualized growth rate. This included $0.1 billion of assets from First Horizon Bank that onboarded in Nove ...