Weekly Newsletter

23 August 2023

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Weekly Newsletter

23 August 2023

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Spotlight

Bank of Saint Lucia chooses Clearwater for its new fund

Bank of Saint Lucia has selected Clearwater Analytics and Clearwater JUMP to power its new mutual fund.

Latest news

Vontobel SFA strengthens business development team

Beginning 1 September 2023, Claudia Ruemmelein and Hansjuerg Raez will work with Vontobel SFA as senior business developers in the Miami and New York offices.

23 August 2023

Haven1 and Coinbag collaborate strategically to advance operations

Haven1, an EVM-compatible layer 1 blockchain network, has announced a joint venture with Coinbag, which provides an institutional-grade asset management system.

23 August 2023

Hightower helps Highland Private Wealth sub-acquire Trellis Advisors

A sub-acquisition between Trellis Advisors, an Ellensburg, Washington-based registered investment advisory (RIA) firm, and Highland Private Wealth Management, a Bellevue, Washington-based advisory business, was assisted by Hightower.

23 August 2023

Bank of Singapore hires global chief operating officer

Bank of Singapore has appointed Jacky Ang as its global chief operating officer. commitments surpassing the $500m target.

23 August 2023

Understanding the wealth management dynamics in China

China’s affluent segment (including HNW and mass affluent individuals) has experienced steady growth in recent years. Chinese affluent individuals favor traditional investment avenues such as deposits and real estate. They also have a high propensity to save, resulting in the country having the highest savings rate in the world. As a result, personal savings such as deposits account for a strong proportion of the wealth accumulated by affluent individuals in China.