High net worth investors are expected to increase private equity investments by a CAGR of 19%.
The exchange is repositioning its wealth business to focus on its core strengths.
The bank will accelerate its growth ambitions in the US.
Low rates mean a mismatch between return expectations and exposure to private markets.
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.
Nutmeg will form the bedrock of the bank’s retail digital wealth management offering internationally.