09/01/2020
The acquisition of Sameer Mittal & Associates, which is located in New Delhi’s financial and technology hub, builds on Intertrust’s strategic commitment to being at the forefront of technology
08/31/2020
This is a once in a generation opportunity to create the leading wealth manager of the future.
08/31/2020
Asia’s largest economy has the most millionaires after the U.S. and its financial opening this year has presented global banks and asset managers with an unmatched opportunity for expansion.
08/28/2020
Assets sourced from family offices and trusts grew nearly 90% during the year.
08/28/2020
US attacks freezing of pro-democracy accounts
08/28/2020
Nearly half of the female respondents on the mainland took the lead in such matters, while 37 percent made decisions jointly with their spouse, higher than the 23 percent and 19 percent globally.
08/28/2020
Joseph Poon is group head of DBS Private Bank, one of Asia’s leading wealth managers.
08/28/2020
As of end-June, AMMB had 163 billion ringgit (US$39.09 billion) of assets and MetLife had $767 billion of assets.
08/27/2020
Turmoil in China, 5G revolution both key factors
08/27/2020
SCB-Julius Baer has lofty goals to be a serious player in Thai private wealth management with a market share target of 1 trillion baht ($32 billion).
08/27/2020
Two Sydney-based advice firms have merged, with the firms saying it was not a decision either party made lightly.
08/26/2020
Global businesses aimed at taking advantage of this cohort stand to be the big winners out of coronavirus as people return to the shops.
08/25/2020
The market senses that economic activity could be losing momentum.
08/25/2020
Despite the receptiveness, private banks are seemingly little worried about actual threat to market share, even if many clients were to open accounts with fintechs.
08/25/2020
WGC noted the risk of currency depreciation, trade challenges and geopolitical uncertainty, and an ageing population that will put further pressure on public finances in a low-yield environment, as challenges that remain for Singapore.
08/24/2020
Edelweiss Wealth Management has also seen an increase of 677% in account openings through EMT, in Q1 FY21 as compared to Q1 FY20.
08/24/2020
Study of world’s largest 1,200 companies reveals biggest quarterly drop since records began
08/23/2020
The challenge is the majority of private bankers’ business in Asia is coming from offshore
08/21/2020
Julius Baer said it will provide its management expertise to the institute's academic research in order to help train and educate wealth managers in China.
08/21/2020
The HK asset management arm of Zurich-based EFG International plans to launch its second fixed maturity product this year.