12/05/2018
Before Beijing changed the rules earlier this year, overseas banks were only allowed to hold minority stakes of up to 49% in their Chinese securities businesses — a restriction that drew complaints from top US firms.
12/04/2018
A report by Edelweiss Private Wealth Management and Campden Family Connect shows that only 19% of succession plans are written and formally agreed.
12/04/2018
Recipients of these awards underwent a stringent and comprehensive evaluation process, demonstrating the verve to deploy wealth in ways to bring about positive impacts on the society and at the same time make positive financial return on client investment
12/03/2018
Chinese shares have slumped about 22 percent so far this year as economic growth has slowed to its weakest pace in more than a quarter of a century.
12/03/2018
The final rules, which will impact the country’s 30 trillion yuan ($4.4 trillion) wealth management product (WMP) market, allow banks’ asset management units to raise public stock funds and invest up to 35% of their total assets under manageme
12/03/2018
This Bermudian bank is surveying the global scene to see where it can offer value on the banking and wealth trust sides, relying on its core strengths to punch above its weight
11/30/2018
How to preserve wealth through a series of successions has long been one of the key issues among wealthy families, and more often than not this process is fraught with difficulties
11/29/2018
KEB Hana Bank has received the best private bank award for six years straight, having first attained the honor in 2011 as the first and only Korean bank to do so.
11/29/2018
Satisfaction with wealth managers remains considerably lower than levels in the rest of the world; hybrid-model1 prioritization and closer customer connections are critical to wealth management firms’ success as BigTech disruption looms
11/28/2018
Foreign and Chinese banks target different skills in Hong Kong
11/28/2018
And Cloud company Deskera secures US$60m funding.
11/28/2018
The first perspective shed light on the retail segment, with a banker explaining that individual investors who traditionally placed money on mostly deposit with the banks have been branching out into investments.
11/27/2018
Dubai branch to serve as strategic hub for bank’s Middle East private banking arm
11/27/2018
But it is relevant and important to focus on what the other countries in the region are doing in the field of private banking, as that will no doubt be the direction in which Vietnam heads.”
11/27/2018
Lender makes bulk of its income from its China and North Asia businesses
11/26/2018
In contrast, the Middle East has just over 767 HNWIs per branch of a private bank or wealth manager.
11/22/2018
Banque Pictet’s newest partner is bolstering ranks to add assets.
11/22/2018
An ASX-listed fund manager has officially launched into the high-net-worth advice market.
11/22/2018
Australian Securities and Investments Commission head concedes it might appear ‘too friendly’ with banks
11/22/2018
Additionally, the fund became the first emerging market fund to receive Zenith's Highly Recommended rating after its first inaugural review.