Low rates mean a mismatch between return expectations and exposure to private markets.

Wealth Management Archives - Markets Media

HSBC wants to become a leading wealth manager in Asia.

Clients can enhance their diversification in alternative investments.

Citi Self Invest is a digital offering for clients to make investments in equities and ETFs.

OpenInvest technology helps financial advisors build, manage, and report on ESG portfolios.

From The Markets

JPMorgan Acquires Nutmeg

Nutmeg will form the bedrock of the bank’s retail digital wealth management offering internationally.

The bank has partnered with fintech Sharegain.

Digitization of client communication is key to delivering a superior UX.

Citi Global Wealth unifies teams in Global Consumer Banking and the Institutional Clients Group.

From The Markets

BlackRock Acquires Aperio

The transaction expands the personalization capabilities available to wealth managers from BlackRock.