All articles by Shivam Mishra

Shivam Mishra

HSBC names new head of global private banking for North Asia and Hong Kong 

Kanas Chan, with three decades of experience in wealth management, will transition from Deutsche Bank to HSBC.  

Edmond de Rothschild logs 12% AUM growth in 2024 

This growth was driven by “strong” inflows and the performance of its investment teams. 

Robertson Stephens launches family office for ultra-high-net-worth clients 

This initiative targets clients who have outgrown a multi-family office platform but are not yet ready for a single-family office environment.  

PAG exploring options for majority stake in Nuvama Wealth Management 

PAG, backed by Blackstone, is working with financial advisers to conduct a strategic review and evaluate possible outcomes. 

Elevation Point acquires minority stake in Triton Wealth  

The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.  

IDB Bank appoints new New York private banking and wealth management head  

Christian Rocchio will focus on driving strategic growth, enhancing client success, and expanding IDB’s wealth management services. 

HSBC investment bank job cuts to start in Asia next week-report  

The redundancies will be staggered over several weeks and months, based on performance and to streamline operations.  

Nuveen reportedly mulling stake sale in $78bn private-capital unit

This unit, which includes Churchill Asset Management and Arcmont Asset Management, manages $78bn.

Goldman Sachs and Houlihan Lokey lead in global M&A financial advisory for Q1-Q3 2024 

Goldman Sachs secured the top spot in the value rankings by advising on deals worth $308.8bn.  

Kirkland & Ellis leads global M&A legal advisory in Q1-Q3 2024 

Kirkland & Ellis advised on a total of 423 deals, which cumulatively are valued at an $310.5bn.