06/11/2017
Asia catches the sustainable investment bug … at last
The region is late to the party, but with much ground to catch up on and demand from both governments and investors, there's ample room for growth
Wealth and Asset Management
06/09/2017
How to service Chinese wealth as it goes global
They face similar succession issues as individuals from many other countries.
06/09/2017
Mason Baxter Wealth Management Expansion Planned
Mason Baxter announces intention to expand wealth management operations in Asia-Pacific region
06/08/2017
Citigroup Expands Asia Digital in Bid to Reach Affluent Clients
The retail division currently has about 400,000 affluent clients in Asia, with assets ranging from $100,000 to $10 million.
06/08/2017
Treat Customers Fairly Charter for Private Wealth Management Industry
The Charter incorporates five high-level principles together with examples of measures to guide PWMA members in their implementation.
06/08/2017
Australian banks the least attractive in the region
Across the major and regional banks we are left with no buy ratings, three neutral ratings and three sells.
06/08/2017
China Wealth Market Report Challenges, Opportunities & HNW Investors 2017
The average portfolio is heavily invested into cash and near-cash products and property, and this is not expected to change in the near future.
06/07/2017
It’s a Given: the State of Chinese Philanthropy
“Teachers and schoolmasters will also have access to skill improvement and leadership promotion training.”
06/06/2017
The rise of the nouveau riche
China’s private wealth management industry has taken off over the past ten years
06/06/2017
Revolution or evolution?
Fintech and private wealth in Asia
06/06/2017
Banking: Go for a balanced portfolio, says CIMB Private Banking
In equities, we tend to favour growth stocks and shy away from yield and defensive stocks.
06/05/2017
Bank Mandiri targets Singapore private wealth
It plans to apply for another licence to run private banking operations.
06/05/2017
How clients choose professional advisers for succession
The obvious criterion of choice is trust.
06/05/2017
Investing in golden opportunity
What is unique, he explains, is that the client can view their precious metal at any time.
06/03/2017
Indonesia's Mandiri eyes S'pore private banking business
Many rich citizens said to have kept $347b of assets abroad, with a big chunk in Singapore
06/02/2017
Bank of Singapore reshuffles senior management
This is in addition to his responsibilities for the Indonesian and Philippines markets.
06/02/2017
Deutsche Wants Private Bankers
The German lender had a troubled time during 2016 which saw several senior departures that included the loss of its top man in Asia.
06/02/2017
Intertrust awarded best Independent Trust/Fiduciary Company
Our professional team is dedicated to providing quality and client-centric services to our private and corporate clients.
06/02/2017
Withers scoops multiple awards for wealth planning prowess across Asia Pacific
This suite of awards is the result of our team’s hard work and dedication, and we are honoured to be held in such high regard by the judges.
06/01/2017
Bank of Singapore to Raise Client Entry Threshold
The minimum amount a client must keep with the firm to qualify for its private-banking services will eventually be raised to $5 million in a few years’ time, from $2 million currently.