Managers of Wealth Asia Pacific

Vontobel and China Construction Bank make the world's largest infrastructure and trade project – China's new Silk Road – investable

The Belt and Road Initiative (BRI) represents the largest infrastructure and trade project in the world

Credit Suisse sets up family office services unit for Greater China's rich

As rich Asians target greater investment diversification and as business owners hand over to successors, family offices are sprouting up in regional financial hubs of Singapore and Hong Kong.

Facing the Future: How Wealth Advisory Firms Must Strategise and Adapt to Attract NextGen Clients

BNY Mellon’s Pershing is a business-to-business provider of global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisory firms and wealth managers.

CS establishes family office unit for China

She reports to Thomas Ang, Head of Family Office Services Asia Pacific.

Wealth management firm Finnomena aims to diversify Thailand’s economic portfolio

Thai fintech startup says wealth management crucial in aging society

Australia Wants Swiss Bankers

Australia’s largest financial institutions – including the hallowed AMP – stand accused of gouging investors for fees, not disclosing conflicts and profiting from these conflicts of interests, often at the expense of the client.

Rich Asia investors face rising risk in leveraged bond funds

The majority of demand for the fund came from Asia and the strategy will invest in notes from the region too, according to Bouchardy.

Deutsche Bank wealth management launches dbXpert

The offering aims to boost personalized wealth advisory service for clients and is based on a flat fee pricing model, with a minimum of two million euros portfolio AUM

Credit Suisse Asset Management: Champion of Asian Fixed Income, Ready the Chinese Revolution

Bouchardy begins by zooming in on one of his favourite topics, the global fixed income markets, and Asian markets in particular.

Nervous clients flock to Singapore’s private banks amid trade tensions

Singapore’s local banks appear to act as a safe haven for wealthy investors increasingly twitchy over trade tensions and the uncertain outlook for the global economy

Ex-Credit Suisse Top Shot Shoots Square in CEO Job

This newspaper ad move comes after AMP’s admission last week that its wealth management arm had suffered $1.8 billion of outflows in the first quarter of 2019 – its worst ever since the global financial crisis.

Asia’s Rapid Growth in Wealth Turbo-Charges Demand for Investment Migration

Demand for alternative residence and citizenship is now driving thousands of individuals to investment migration programmes each year.

Newly re-branded Principal Financial Group courts next generation HNWIs

To this end, Principal’s asset management arm will develop products and services that it believes will be attractive over the long term to these younger clients.

The great Indian wealth churn: The rise of new billionaires and the fall of the old

The changes are set to help India's ultra-rich population grow at the world's fastest pace.

Pictet Details Asian Wealth Plans

The wealth veteran noted Indonesia offers significant opportunities for wealth managers, especially since authorities launched a tax amnesty programme in 2016.

10 wealth managers' top emerging markets picks

The Fed's volte face on US dollar appreciation has put a following wind behind EM: readers name their top allocation call of the year

World’s rich put a third of funds into cash as trade war simmers

According to a UBS survey released on May 7, 32% of high-net-worth portfolios are in cash.

OCBC posts 11% rise in Q1 profit to S$1.23b

The last of the three local banks to report Q1 results, OCBC said total income for the first quarter rose 15 per cent to S$2.68 million, from S$2.33 billion a year ago.

Penny stock crash: First private bank rep takes stand, reveals losses

The account was opened for trading investments supported by lending provided by Coutts with shares in Blumont Group Ltd and Asiasons Capital Ltd provided as margin security.

Private Banking: Seven Recommendations to Stop the Rot

The fall in equity prices brought back memories of last fall, when investors sold off their assets.

Wealth and Asset Management