05/27/2019
Boutique Wealth Managers Attract Asia's Billionaires
The trend is gaining momentum in Asia at a time when the overall individual wealth is growing.
Wealth and Asset Management
05/27/2019
Asian billionaires spruce up demand for boutique wealth managers
As a result, more and more private banks are also leaning on boutique managers to boost their assets in a region which is seeing the fastest billionaire population growth in the world.
05/23/2019
Wealth Management fintech Finnomena aims to educate Thai investors
Sookdhis noted that the Thai financial technology sector has a major role to play and has recently seen the emergence of new startups that are trying to disrupt the conventional financial industry.
05/23/2019
Praemium signs new SMA deal
"We are delighted to have Pitcher Partners Brisbane as a new managed accounts partner," Praemium head of distribution Martin Morris said.
05/22/2019
Julius Baer's Christian Cappelli: «Onshore and Committed»
The debate over which is the better approach is a moot one
05/22/2019
Finantix: Ready for Asia’s Next Major Wave of Wealth Market Digitisation
Over the 20 years since Finantix began in Italy, the firm has enjoyed significant growth in recent years with over 250 specialists now in seven cities and a global customer base spanning more than 45 countries.
05/21/2019
Lombard Odier in Asia: The Challenges of Realising a Well-Articulated Vision
He met again recently with Hubbis to provide an update on how the bank is achieving this vision.
05/17/2019
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
05/17/2019
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.
05/17/2019
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.
05/17/2019
CS establishes family office unit for China
She reports to Thomas Ang, Head of Family Office Services Asia Pacific.
05/17/2019
Wealth management firm Finnomena aims to diversify Thailand’s economic portfolio
Thai fintech startup says wealth management crucial in aging society
05/16/2019
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.
05/16/2019
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.
05/16/2019
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
05/15/2019
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.
05/15/2019
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
05/14/2019
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.
05/14/2019
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.
05/14/2019
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.