03/11/2019
UBS Wealth says ESG portfolio at $400m in Asia
The firm believes that the sustainable investing portfolio has resonated well with female investors.
Wealth and Asset Management
03/08/2019
China Produces Four New Billionaires Every Week
Chinese stock exchanges were another – 601 Chinese billionaires attributed their wealth in 2018 to the capital markets
03/08/2019
YBR reports loss, reassesses wealth management
Commenting on the situation, YBR executive chairman, Mark Bouris said the first half of the financial year had been challenging for the sector and the company had taken decisive action.
03/08/2019
India’s rich loosen purse strings for philanthropy, but not enough
While the private sector’s contribution to social sector funding has increased, it isn’t enough to meet India’s commitment to meeting Sustainable Development Goals.
03/07/2019
Newly Launched Farringdon Wealth Looks For Banking Partners
Farringdon Wealth will also be pioneering a new fintech based advisory platform that will leverage on the Robo technology
03/07/2019
The rise of the super-rich: A five-year forecast
Asia is set to outperform as global wealth growth slows, according to a new analysis of UHNWI populations carried out exclusively for The Wealth Report.
03/07/2019
Northern Trust Asset Management and MFG Asset Management Announce Strategic Partnership for Japan
This strategic partnership will provide institutional investors in Japan with exclusive access to Magellan’s global equity strategy, the Magellan Global Plus Strategy.
03/07/2019
Millennial Women Are Letting Men Take Care of the Money
More than nine out of 10 women (91%) said they felt less stressed and were more confident about their financial future (94%), believing they and their partners made fewer mistakes when they were both involved (93%).
03/07/2019
Bank of China launches Wealth Management Banking service in Malaysia
The Wealth Management Banking service is geared towards high net-worth individual customers through personalized wealth management advice.
03/07/2019
LGT officially opens its office in Bangkok
Located in the Pathum Wan District, the office will provide investment and wealth management services to the bank's clients across Thailand
03/07/2019
Making the multi-family office fit for purpose
Asia is at the inception of a huge transfer of wealth, and previously unknown ideas such as ESG and impact investing are now firmly entrenched in the minds of the new wealthy
03/06/2019
JPMorgan considers private bank in China
The move forms part of the lender's broader expansion strategy in the country.
03/05/2019
Emerging markets trust added to Netwealth platform
MFS added that its emerging markets debt team also help the team assess the macro, political and market risks affecting companies across markets.
03/05/2019
Making the multi-family office fit for purpose
The multi-family office is being recalibrated to meet new challenges and growing Asian demand from clients who are in the midst of transferring wealth to the next generation
03/05/2019
The future in Vietnam according to Savills
Analysis by Mr Matthew Powell, Director Savills Hanoi of the Savills Vietnam Residential Sales 2H.2018 Report explores how high will the high – end go?
03/04/2019
How one mid-sized company merged two different people cultures
The CEO of Indosuez Wealth Management shares how the company looked to merge two people cultures after acquiring another company.
03/04/2019
Financial advisers evolving as wealth managers: Report
This is a move toward ETFs and managed accounts - solutions that provide diversification, low cost, and require less admin and paperwork, the report said.
03/01/2019
Guernsey and China – the Island's appeal, the risks, and HNWI trends
The attractions of Guernsey to service this need remains as it always has
03/01/2019
JPMorgan Considering China Onshore Private Bank Business
China is home to second-biggest pool of wealthy people
03/01/2019
Why wealth taxes may not be such a good idea for Singapore
Singapore has a sound self-funded pension scheme, where Central Provident Fund members can invest their savings in equities and other approved financial products tax-free.