05/29/2019
Philanthropy in Singapore goes mainstream
As the city state prospers and grows, its citizens are giving back, with both their time and wealth.
Wealth and Asset Management
05/29/2019
Is This Asia’s Best Paid Job?
It’s boom time again for the continent of 4.5 billion souls, and Asia’s asset management is in hyper-growth mode.
05/29/2019
HSBC plans retail wealth headcount boost; eyes Singapore expansion
HSBC's retail banking and wealth management division serves clients with less than $5 million of investable assets, while those with more than that threshold are taken up by the bank's private banking unit.
05/28/2019
UBS Sets its Sights on China
The bank saw strong growth in Asia, with record net new money inflows of $16.3 billion in the first quarter of 2019
05/28/2019
CCB, ICBC launch WM subsidiaries in China
The new wealth management subsidiaries may provide business opportunities for foreign players that have a private fund management licence in China.
05/28/2019
Lombard Odier on Raisings the Sights of HNW Clients to Focus on Genuine Succession Planning
Lee believes communication is the fundamental starting point for effective family wealth management
05/28/2019
HSBC Plans Retail Wealth Headcount Boost; Eyes Singapore Expansion
While HSBC did not disclose its wealth management headcount in Singapore at present, the bank’s business of offering advice and investment products to affluent clients in the city-state is smaller compared to its presence in China and Hong Kong.
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.
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.