03/02/2018
Private Bankers Win at Credit Suisse
We compensate our employees competitively
03/02/2018
We compensate our employees competitively
03/02/2018
Fiera didn't disclose financial details of the deal for Clearwater
03/02/2018
We get so many requests from clients in HK, Singapore and China to assist on the set-up of a 'family office'
03/01/2018
“Currently, in our pipeline, there are plans to launch three ETFs — including a China-themed ETF and a Malaysia-themed ETF,” he says at a press conference in Kuala Lumpur on February 28.
02/28/2018
Chinese insurance and investment group Fosun has added wealth management to its operations after announcing it is to acquire a Brazilian wealth manager for $52m (£37.3m, €42.3m).
02/28/2018
Global economic growth was at three per cent last year, the fastest rate since 2011 and a significant acceleration compared with 2.4 per cent in the previous year.
02/27/2018
Standard Chartered has also sharpened its focus on clients with more than $5 million in assets.
02/27/2018
Atlas Wealth was founded in 2011, and looks after expatriate Australians in more than 20 countries around the world, mainly from its base in Southport, on Australia’s so-called Gold Coast.
02/27/2018
One of the founders of St James’s Place, Mike Wilson, has died at the age of 74 following a battle with cancer.
02/26/2018
The APB awards are Asia's most prestigious recognition for those that have excelled in the wealth management industry.
02/23/2018
Key benefits of a discretionary managed account include rigorous portfolio management for swift .
02/23/2018
Group's Singapore corporate and other remaining businesses will join its retail and SME banking under local subsidiary
02/22/2018
The number of ultra-high net worth individual (UHNWI) households has more than doubled to 1,46,000 in fiscal year 2016 from 62,000 in FY 2011
02/22/2018
Discretionary portfolio management draws more investors
02/21/2018
UOB says its DPM solutions entail advisers initiating and executing trades based on agreed criteria
02/21/2018
The new fund is being distributed by one of China’s largest brokerages and investment bank, China Galaxy Securities.
02/20/2018
He was also awarded 4 million pounds worth of shares in a long term incentive plan
02/19/2018
As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology
02/18/2018
Bank to roll out tools for super-rich to wider market in drive for growth
02/15/2018
The formula is one increasingly employed by private banks in order to get a leg up with big, family-controlled firms.