05/31/2018
Thomas Chin: «It Allows Wealth Managers to Do More With Less»
This is where automation comes in.
05/31/2018
This is where automation comes in.
05/30/2018
According to Pinnacle’s Chief Executive Officer Guntur Putra, with XPID, the company has created a better passive ETF strategy which is “far more efficient compared to traditional index funds”.
05/30/2018
A JP Morgan Asset Management survey found that Hong Kong investors expect to save about HK$3.4 million, 17 per cent less than the HK$4.1 million required to maintain a comfortable lifestyle after they retire
05/30/2018
Julius Baer finalised a lengthy core banking selection process in early 2015, opting for Temenos and its T24 offering.
05/30/2018
As markets rose across the globe, so did economic activity and so did the wealth of the wealthy.
05/30/2018
The firm’s recommended allocation is indeed big compared to other private banks.
05/28/2018
The platform also comes with an automated reporting function, which the company says will help its institutional clients cut down on the manual work required to produce reports, thus saving time and boosting productivity.
05/27/2018
Swiss banks ‘best placed’ in industry ripe for consolidation, JPMorgan says
05/25/2018
Sees new demand from rich in China’s second-tier cities
05/25/2018
In the past, China’s billionaires came mostly from established cities like Beijing, Shanghai and Guangzhou.
05/24/2018
Asset management house Schroders is taking a minority equity stake in Singapore-based digital wealth services outfit WeInvest. Terms of the deal, set to be completed in June, have not been disclosed.
05/24/2018
The report also examines the increasing sophistication of the Chinese wine consumers, and explores fine wines as an alternative investment.
05/23/2018
About 60 percent of UBS’s invested assets come from ultra-high-net-worth individuals.
05/23/2018
Brexit will have significant ramifications for the Financial Services Industry in the UK, and will undoubtedly result in a number of regulatory changes for wealth management businesses involved in cross-border sales to the UK.
05/23/2018
Assets under management at record CHF 401 billion – Robust net new money inflows – Gross margin improvement driven by step-up in client activity – Cost/income ratio (2) inside target range
05/22/2018
BOS hopes the memorandum of understanding will raise its profile among Japanese ultra-high and high net worth individuals.
05/22/2018
More than 60 per cent of mainlanders with personable investible assets worth in excess of US$1 million now hold those offshore, and 10 per cent of that by value are handled by foreign banks
05/22/2018
China’s rich-poor divide has narrowed by about half by some measures but there’s still a big difference between life in a top-tier city and the hinterland
05/22/2018
The bank's wealth management business is growing at a healthy clip, he said in a recent interview.
05/22/2018
SMBC Trust Bank is a wholly owned subsidiary of Sumitomo Mitsui Banking Corporation - Japan’s second largest bank by assets.