09/10/2019

Goldman Sachs' Asia Discretionary Assets Surge 25 Percent

This concept attempts to build robust portfolios by splitting assets into two major pools: one with the majority in stable, long-term holdings to anchor broader returns, the «core»; and another in smaller tactical and short-term investments

09/03/2019

BoS: Growing «Non-Traditional» Insti Demand

A notably growing trend amongst this pool of clients is the emergence of «non-traditional institutional clients», a segment that is rapidly gaining prominence in the region.

08/30/2019

YBR to remediate wealth clients

According to ASIC, fee disclosure statement obligations require advice providers to give retail clients with ongoing fee arrangements an annual statement setting out fees to be paid and services they are entitled to receive.

08/29/2019

Noah takes down 2019 guidance

The Camsing scandal and the ongoing Hong Kong protests cast a shadow over the wealth management firm’s 2019 forecast.