08/30/2018
The company was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
08/30/2018
Global wealth managers have been seeking to tap into the second-biggest pool of ultrarich people for years, but regulations and tough domestic competition stood in their way.
08/30/2018
At the time of the acquisition, Harris Fraser had 14,000 high net worth clients across Asia-Pacific.
08/29/2018
The family has kept copies of the site's rent rolls over the years and they make fascinating reading.
08/29/2018
The money can be used to start a new business venture or invest in a government-regulated fund that invests in Singaporean companies.
08/29/2018
We are observing growing interest in Asia for hedge funds as clients are increasingly seeking greater diversification and uncorrelated exposure to their equity exposure
08/28/2018
Emails sent to clients three months after IFS lost a High Court case against Old Mutual International
08/28/2018
Another driver of discretionary in Asia is the second generation of wealthy families taking over.
08/28/2018
Sydney’s AMP attracted five class action suits within weeks
08/27/2018
“We hope to be a trusted partner to people living in Singapore for all things lifestyle, so they can live the good life easily.”
08/27/2018
Wealth manager CreditEase also says investing in fund-of-funds offers the benefit of allowing diversification of assets to mitigate risk
08/27/2018
The firm came out of Investec's private bank in 2011.
08/27/2018
The interest rate environment will impact the life insurance market, he explained, as many clients are using premium financing as their funding method.
08/27/2018
The benchmark index of Sanctum Global Allocator will be 75 percent MSCI Development and 25 percent MSCI Emerging Markets.
08/24/2018
Most of it went to the business's investment team; Platinum has 98 staff, 31 of which are involved in stockpicking, and it manages more than $25 billion.
08/24/2018
Ten advisers left Matrix Planning Solutions and ClearView Financial Advice, dropping the overall adviser total to 233.
08/23/2018
As many Asian territories continue to drive global economic growth, this wealth creation is expanding the number of high net worth individuals in need of private banking services
08/22/2018
WGC Wealth will be offering investments, lending, succession, planning and protection services for investors in India.
08/22/2018
Nakamura envisages a gradual convergence of private banking skills to harness traditional high net worth individual (HNWI) client relationships together with high-quality asset management skills and disciplines.
08/21/2018
Despite increased competition,the affluent and private banking market in Asia keeps growing.