07/05/2018
Vontobel Moves into Mass Affluent
The bank plans to tap efficiencies through digitalization and its digital offerings, the person said.
Wealth and Asset Management
07/05/2018
China's HNA Chairman Wang dies in France after falling from a wall
He was in charge of HNA’s strategy and ran day-to-day operations, sources familiar with the matter have said, while his fellow chairman and co-founder Chen Feng was often the public face of the group.
07/05/2018
‘Private Banking In A Box’: Privé Technology’s platform providing a plug-and-play toolbox for wealth managers
This modular, easily integrated 'build versus buy' solution has made the digitisation process a much easier and more affordable option for companies ranging from the largest financial institutions to micro or SME enterprises.
07/05/2018
Investors warned of bumpy path ahead – amid global trade tensions
Export-focused European companies may have more to lose from a conflict than their less export-dependent US counterparts, he added.
07/05/2018
#adulting: Democratising wealth management
As their wealth managers, Whitman financial advisers often find themselves doing some housekeeping before they can help their clients create a road map that will help them achieve financial freedom.
07/05/2018
Structured Investment Products: Bespoke solutions for a changeable market
SPs are created from a combination of securities and derivatives packaged in a single-product.
07/05/2018
These are the 6 richest people across Southeast Asia
Pham Nhat Vuong is the richest person in Vietnam and came in at 499 in the world on Forbes’ list.
07/05/2018
$4 Billion Shopping Spree Maps Ambition of India’s Richest Man
Ambani has also capitalized on India’s ongoing bad-debt issues with purchases of distressed or insolvent companies including a local textile-maker, a carbon-fiber firm and the wireless assets of an indebted telecom company.
07/04/2018
Japanese Mega Bank to Beef Up Wealth Unit
A further 80 bankers will be drafted in to focus on Japan’s super-rich, individuals with assets in excess of 2 billion Japanese yen
07/04/2018
Kotak Retains Top Slot in Bumper Year for India Wealth Firms
India is the fastest-growing wealth market globally, with the number of high net worth individuals rising 20 percent in 2017 from a year earlier, according to a recent survey by Capgemini SE.
07/03/2018
Mayawati Slammed PM Modi for Rising Money in Swiss Bank
The BSP leader also attacked the central government over the falling value of the Indian Rupee against the US Dollar.
07/03/2018
Japan's MUFG calls on Morgan Stanley expertise in wealth management drive
The Japanese bank now owns just under a quarter of its Wall Street peer.
07/03/2018
Macquarie to scrap commissions on sales of own wealth products
The inquiry has heard concerns that private wealth advisers are selling products without disclosing they are receiving commissions for the sales
07/03/2018
Why Swiss banks are still popular among Indians despite being under government scanner
Swiss account is a ticket to the rich man’s club that has its privileges
07/03/2018
NAB, ANZ and CBA announce separation of their wealth management arms
But what will these changes mean to how individuals
07/03/2018
Mitsubishi UFJ Plans to Boost Wealth Management Segment
Mitsubishi UFJ will be taking advantage of Morgan Stanley’s expertise and experience in turning wealth management business into a major revenue contributing source
07/03/2018
Praemium inks deal with WA-based wealth manager
We are delighted that a firm of Hartleys calibre has selected Praemium for our platform capabilities
07/02/2018
Nikko AM Asks If China Has Outgrown Emerging Market Class
Since the term emerging markets was coined over three decades ago, almost all the underlying facts about EM as an asset class have changed.
07/02/2018
HP Wealth Management takes holistic view to client assignments
The firm has expanded its capabilities in private markets as well, and more recently boosted its structuring expertise with a high-profile hire in March.
07/02/2018
Swiss asset manager GAM expands to Australia
At the same time, the Swiss asset manager also unveiled plans to move out of its 14-year third-party marketing agreement with Sydney-based Shed Enterprises as part of its Australian expansion strategy.