09/03/2018
Catering to wealth management, insurance needs
The Sunday Timeshighlights a new insurance plan, a robo-advisory platform, a new fund and banking products.
Wealth and Asset Management
09/03/2018
Aberdeen Standard Investments announces partnership with The Australian National University
Importantly, our globally-resourced ESG capability is being implemented for Australian investors and our integrated approach allows us to offer bespoke ESG solutions that meet individual needs.
09/02/2018
Standard Chartered launches local billionaire desk
The number of high net worth Taiwanese last year stood at 380,000
09/02/2018
The ‘new version’ of traditional wealth management
Unfortunately, in the industry that we are operating in today, the “relationship managers” are incentivized on the revenues generated and assets onboarded for the organisation they work for.
08/31/2018
Mason Group aims to expand Asia wealth unit
The announcement comes after it completed the acquisition of Hong Kong-based wealth management firm Harris Fraser and Liechtenstein-based private banking services provider Raiffesen Privatbank in May, according to the statement.
08/31/2018
Klaus Wellershoff Hires Private Banker for Geneva Office
The advisory firm hired an experienced private banker to lead the office.
08/31/2018
Nikko launches global disruption fund
"The fund will enable Australian investors to access early-stage and emerging companies through listed global equity markets," Wood said.
08/30/2018
Hubbis Award for Excellence in Indian Wealth Management: Anshu Kapoor, Head of Edelweiss Private Wealth Management
Kapoor explains that today, acknowledgement by clients and industry talent is the powerful reinforcement that he and his team at Edelweiss are on the right track.
08/30/2018
Partnership Advisory Model Drives Client Relationships and Outcomes
The company was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
08/30/2018
Private Banks Are Starting to Breach the Wall Around China's Wealthy
Global wealth managers have been seeking to tap into the second-biggest pool of ultrarich people for years, but regulations and tough domestic competition stood in their way.
08/30/2018
Mason Group aims to expand Asia WM unit
At the time of the acquisition, Harris Fraser had 14,000 high net worth clients across Asia-Pacific.
08/29/2018
The $6b Hong Kong residential enclave that cost $41,000
The family has kept copies of the site's rent rolls over the years and they make fascinating reading.
08/29/2018
Singapore’s Global Investor Program Attracts Wealthy Migrants
The money can be used to start a new business venture or invest in a government-regulated fund that invests in Singaporean companies.
08/29/2018
HSBC Private Bank attracts $1bn alternative inflows in Asia
We are observing growing interest in Asia for hedge funds as clients are increasingly seeking greater diversification and uncorrelated exposure to their equity exposure
08/28/2018
Singapore advice firm IFS strikes deal with wealth manager
Emails sent to clients three months after IFS lost a High Court case against Old Mutual International
08/28/2018
Indosuez WM has high hopes for DPM in Asia
Another driver of discretionary in Asia is the second generation of wealthy families taking over.
08/28/2018
For the World's Super Rich, Litigation Funding Is the New Black
Sydney’s AMP attracted five class action suits within weeks
08/27/2018
Luxury lifestyle brand launches in Singapore
“We hope to be a trusted partner to people living in Singapore for all things lifestyle, so they can live the good life easily.”
08/27/2018
Wealthy Chinese find currency controls crimping overseas investment options
Wealth manager CreditEase also says investing in fund-of-funds offers the benefit of allowing diversification of assets to mitigate risk
08/27/2018
Boutique manager Lipman Burgon warns on adviser exodus
The firm came out of Investec's private bank in 2011.