Global Private Banker

LGT Wealth India, part of international private banking group LGT Private Banking, has appointed Poonam Mirchandani as the new managing director of its wealth planning and family solutions division.

Centricity WealthTech, a Gurugram-headquartered wealthtech firm founded by Manu Awasthy, has secured $20 million in a seed funding round led by Lightspeed India, taking the company’s valuation to $125 million.

HSBC's Q4 2024 Investment Outlook offers an optimistic guide to navigating a shifting global landscape. With a focus on adaptability and long-term growth opportunities, this outlook highlights key sectors and regions poised for success despite global economic challenges. #InvestmentOutlook #HSBC #GlobalMarkets #Finance #Q42024

Titan has launched a new platform, redefining wealth management for the next generation of high earners. With personalized financial strategies and cutting-edge tools, Titan is making it easier for young professionals to manage and grow their wealth. #WealthManagement #Titan #Innovation #Finance #HighEarners

Burkett Asset Management Limited is enhancing its client experience and back-office operations with the adoption of d1g1t's enterprise wealth management platform. This move aims to streamline operations and deliver a more personalized service for clients. #WealthManagement #BurkettAssetManagement #ClientExperience #Innovation #DigitalTransformation

Rob Forsyth has joined Lazard Asset Management as the Global Head of ETFs. His appointment marks a strategic move to strengthen Lazard's ETF offerings and expand its presence in the global asset management market. #Lazard #ETFs #AssetManagement #Leadership #GlobalFinance

HSBC is on a hiring spree to fuel the growth of its UK wealth division, reflecting its commitment to expanding its presence in the wealth management sector. This move is part of HSBC’s broader strategy to enhance its services for affluent clients. #HSBC #WealthManagement #UK #Growth #FinancialServices

AssetMark has completed its acquisition by GTCR, marking the beginning of a new era of strategic growth and expansion. This partnership is set to enhance AssetMark's offerings and accelerate its presence in the financial services industry. #Acquisition #AssetMark #GTCR #Growth #FinancialServices

J.P. Morgan has established a private banking team in Dubai to capitalize on the region's wealth boom. This strategic move aims to enhance the bank's presence and cater to the growing demand for wealth management services in the Middle East. #PrivateBanking #JPMorgan #Dubai #WealthManagement #MiddleEast

Deloitte predicts that the Asia-Pacific region will outpace all others in family office setups by 2030. This growth reflects the region's expanding wealth and increasing demand for personalized wealth management solutions. #FamilyOffices #WealthManagement #Deloitte #AsiaPacific #Growth