08/16/2018
China’s wealth managers eye expansion to compete globally
Buttressed by China’s ever-expanding economy, Chinese wealth managers and private banks are adopting unique expansion strategies to secure a slice of the action
Wealth and Asset Management
08/16/2018
ESG portfolio off to a good start in HK, says UBS
Bank officials said they are seeing both new money and current clients switching to the new portfolio.
08/15/2018
A world of opportunity in an ever-changing world
Experts gave their views on the best way to position client portfolios and manage their expectations in preparation for the various potentialities that lie ahead.
08/15/2018
Hong Kong philanthropist Tin Ka-ping was a man of true humility
Here’s a quote from his obituary (from Tin’s speech during his baptism at age 94) that impressed me: “Frankly speaking, I’ve been acting out of my conscience all my life. I can say without blushing that I am a good person."
08/15/2018
Speakers’ success in China should inspire more Guernsey practitioners
GF will provide a market update, with Wendy and Dorothy also discussing their latest activities and achievements in their respective regions.
08/14/2018
Will Asia’s WM firms outsource more services?
Fosler explained that although distributors in the region already have in-house portfolio construction capabilities, some of them lack expertise in all key areas.
08/14/2018
Credit Suisse Is Splitting Its Main Wealth Unit Into 7 Regions
An announcement about the split, dubbed “Project Momentum,” could come as early as this week, the people said.
08/14/2018
Wealth Management Challenges: Client Retention in the Digital Age
Yet many of the traditional wealth managers still question whether the inheriting generation will really want or expect different services/solutions from wealth managers.
08/13/2018
The Preservation Game: Lombard Odier builds its family services practice in Asia
From her Singapore base as head of Lombard Odier’s family services practice, Lee oversees three key areas of the Swiss private bank’s business in Asia.
08/10/2018
Ant offering chinas first target date retirement funds
They were previously unavailable to Chinese consumers until the China Securities Regulatory Commission approved the first batch of 14 funds on Monday.
08/10/2018
Mindful Wealth eyes fund re-domicile to Singapore
CLOs or collateralised loan obligations, are structured products that invest in senior secured loans.
08/10/2018
Jack Ma Donates $10 million For African Entrepreneur Award
All ten finalists will receive grant funding from the Jack Ma Foundation
08/09/2018
Private banks enhance digital infrastructure in Asia
The trend of digital transformation in the private banking space will not reduce jobs
08/09/2018
Why private bank clients are going global, yet specialising
The Asset announces winners of the Private Banking and Wealth Management Awards 2018
08/08/2018
Taking over the helm
With millennials getting ready to be in the driver seat, our panellists talk about the challenges faced in succession planning
08/08/2018
AMP wealth arm leaked $873 million in first half
AMP's wealth management arm, which includes its superannuation and platform products, saw net outflows of $873 million in the first half of 2018.
08/08/2018
IIFL Wealth in talks to acquire Chennai based Wealth Advisors
Founded in 2008, Mumbai based IIFL Wealth Management is one of the top wealth managers with assets under advice and distribution of Rs 1.4 lakh crore.
08/07/2018
Cultivating Next Gen leaders
Private banks see programmes for scions of the ultra wealthy as an imperative feature of a comprehensive service offering
08/07/2018
Charting new paths for Asian families
Ms Forrest set up Walk Free Foundation, which is supported by her family's Minderoo Foundation.
08/07/2018
Dubai and Singapore wealth manager plans fund re-domicile
Boutique wealth manager plans to bring its Bahamas-domiciled fund to Singapore