12/27/2019

Yellow Brick Road takes wealth off-ramp with Sequoia tie-up

Executive chairman Mr Bouris - who founded Wizard Home Loans and has hosted shows including Australia's Celebrity Apprentice and The Mentor - said the wealth sector exit was ultimately driven by a lack of scale and increasing regulation in the wake o

12/24/2019

UBS Reorganization Claims First Casualty

The reorganization has come as a bit of a shock, says one employee of the bank in Asia who did not envisage the changes to the existing structure or Raju’s consequential departure when he spent time with Khan in early November this year.

12/20/2019

Valuecap exits asset management business

“Both companies are proposing to terminate their respective wholesale funds, while i-VCAP is exploring various options in relation to the management of the ETFs, including the possibility of transferring the ETFs to another licensed fund management

12/12/2019

Wealth manager launches new platform

This brings a new digital capability allowing investors nationally to manage their investments online including making trades or topping up their investments.

12/12/2019

Malaysia’s RHB exits Hong Kong

The bank’s Hong Kong operations, which include brokerage, asset and wealth management services, recorded losses in the last few years.

12/12/2019

St James’s Place plans HK growth

The UK wealth manager aims to expand its share of the territory’s mass-affluent market to 15% in the next five years, according to its Hong Kong head.

12/11/2019

Elders FP to shutter

Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed.