Managers of Wealth Asia Pacific

Morgan Stanley Wealth leaves Macquarie Group at platform altar

Employees are expected to learn of the change of heart this week.

Future-proofing private banking

He believes that key to this is being able to map the personality traits of clients and then design investment portfolios that are suited to them.

HSBC 'back in growth mode' in Singapore

Bank sees retail, wealth management as key areas for success, says top executive

Cazenove name is no more in Asia

Former Credit Suisse banker Simon Lints heads the Southeast Asia unit out of Singapore, while the Hong Kong business is led by Sandy Dudgeon.

Private Banking's «Transfer» Mystery

Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.

Keeping India on track for a bright wealth management future

The bright outlook is based on a savings rate of more than 30%, coupled with the fact that the Indian economy is in an ‘investment’ phase.

Profit surge in Perpetual's wealth advisory drives share price higher

There was a particularly strong performance from Perpetual's wealth advisory business

Sibling rivalry eclipses Asian family businesses

While more than half of the leading 200 companies in Southeast Asia are controlled by a single family, few have succession plans in place as a pioneering generation fades away

How your private bank can do more for you

The private bank should aim to understand its clients’ deepest aspirations and goals.

Motivation can affect family businesses post-sale

The transaction moves Buccellati into one of the most prominent jewellery groups in China with the potential to expand the brand globally.

European Wealth revamps fund to attract clients in Far East

The changes are in response to growing demand for more defensive structures from IFAs and wealth managers in the Far East, group chief exeucitve John Morton said.

Reimagining wealth management in Malaysia

There was a time when insurance agents provided life insurance, investment advisors provided money management services, accountants did tax work, attorneys did legal work and so on and so forth.

Private Banking's Big Challenge

This is the finding of a bi-annual private banking study published by zeb consultants.

Westpac halts $14bn asset manager sale

Westpac has said it will continue to assess sale options

Private banks EFG, VP Bank to raise headcount in Singapore

EFG clients include high net worth individuals with investable funds of over US$10 million (S$13.6 million), while VP Bank said it caters to the needs of HNWIs with “assets in excess of S$2 million".

A-share firms bank on wealth management products to boost books in slowdown

A-share firms’ holdings of wealth management products have risen from 7.1 billion yuan in 2012 to 743 billion yuan so far this year

Numbers and needs of female HNWs set to grow

The number of HNW women is even more likely to grow.

Guernsey Finance marks first anniversary of Hong Kong office

The three panellists will present real-life case studies of how Guernsey provided a solution for their business or clients.

Challenger shows the banks how it's done on wealth management

The best way to illustrate the failure of the banks to adequately capitalise on the wealth-management opportunity is to compare their recent performance in wealth against life insurer and funds manager Challenger.

Swiss Wealth-Management Industry is looking to strengthen in Asia

Wealth-management activities for Asia developing from bases in Switzerland makes sense.

Wealth and Asset Management