03/30/2020
China’s $30t asset management market beckons global wealth firms
Asset management could be one of the most competitive sectors because of the opportunities.
Wealth and Asset Management
03/30/2020
TheWall: Asia set to be world’s No 2 wealth hub in five years, says Knight Frank
In terms of demographics, the region is best placed for economic and wealth growth, and there is significant scope for expansion in investment markets.
03/28/2020
UOB unit launches sustainable bond fund for retail investors
UOBAM said the assessment helps identify firms that are able to remain competitive and relevant in the transition to a more sustainable economy, thereby limiting investments in firms with a higher risk of default in the future.
03/26/2020
Noah WM reports slight profit in 2019
A tough Q4 has impacted the NYSE-listed Chinese wealth management firm.
03/25/2020
KBank Private Banking’s Mission to Achieve ‘Perfect Wealth’ through Holistic Private Banking
The concept has evolved dramatically over the past year with the launch of a nationwide advertising campaign, developed in the splendour of their new state-of-the-art offices in Emquartier.”
03/25/2020
The Change that is Family Office
This in turn provides unique values not found in traditional organisations.
03/25/2020
Bank of Singapore Urging Leveraged Clients to Sell in Rally
Some clients have to liquidate assets at distressed prices
03/21/2020
Citibank Korea’s WM strategy pays off amid market fluctuations
Citibank first introduced the Model Portfolio wealth management strategy here in the second half of 2015.
03/20/2020
Thailand’s Phatra at the Cutting Edge of Thrust Towards HNW Family Wealth Structuring
She has been with Phatra about two years already and brought to the firm considerable experience from her roughly six years at Baker & McKenzie in Bangkok
03/19/2020
UBS says goodbye to ETFs
UBS head of Australia and New Zealand Bryce Doherty said the decision to shut its ETFs comes as it chooses to focus on institutional mandates.
03/19/2020
Morgan Stanley deepens wealth management ties with MUFG
US brokerage builds on partnership by sending execs to Japan
03/18/2020
M&A Activity: 2020 Outlook
With the help of sustained fundraising activity, private equity firms will continue to be active in the M&A market in 2020.
03/18/2020
EFGAM to launch FMP in Hong Kong
Very high market volatility and falling interest rates are creating an attractive environment for fixed maturity products
03/17/2020
BDO Private Bank’s CEO Spells out His Vision for Wealth Management’s Evolution in the Philippines
He met with Hubbis recently to offer some invaluable insights into the evolution of the industry in the country.
03/17/2020
HSBC Joins WealthiHer Network Asia
HSBC Private Banking takes gender equality in entrepreneurship seriously
03/17/2020
Chasing $64 trillion opportunity, family offices make inroads in China
They offer the usual suite of services, advice on taxes, alternative investments and charitable giving with a high level of discretion and personalization.
03/17/2020
Post-QE Investing: What Say the Private Banks?
Despite the optimism, the bank does not rule out a worst-case scenario triggered by a third black swan – a credit crunch
03/17/2020
Citi seeks 10% growth in its Asia retail wealth unit
The retail banking business in the region remains one of the bank’s revenue drivers, generating USD4.4bn in revenue in 2019, up 4%, and USD1.04bn in profit, up 11%.
03/17/2020
Lombard Odier’s Asia Pacific CIO on Discipline, Institutional Rigour and A Clear Vision Ahead
Nakamura believes the key for the private banks must be engagement with and retention of their clients.
03/16/2020
Citi Targets Doubling of Singapore WM Market Share
The 30,000 square foot wealth management center will occupy four storeys including two floors for 400 relationship managers and specialists as well as two floors for client meetings and events.