09/22/2017
Reimagining wealth management for the digital age
Has predicted that the retirement of Baby Boomers would result in unprecedented transfers of wealth.
Wealth and Asset Management
09/21/2017
Transforming funds delivery for a new wealth landscape
This aims to give private banks some relief from their ongoing regulatory and compliance burden
09/20/2017
Surviving Asia’s streamlined private banking landscape
From some perspectives, this is long overdue.
09/19/2017
Depth, breadth and quality of Guernsey's financial services lauded
Eighty attendees learned about the benefits and solutions provided by Guernsey structures for their businesses or clients during a panel discussion at ‘Ganbei Guernsey’ – held at the Hong Kong Bankers Club.
09/18/2017
Eased rules help Citibank’s wealth unit
Citigold customers are those who invest Bt5 million or more.
09/18/2017
ANZ responds to report it is selling wealth management unit
The Australian Financial Review on Sunday reported the banking group had received at least one offer “in the high [A$]4 billions” for the wealth management unit ahead of a Friday deadline and that MetLife and Zurich had both submitted bids.
09/18/2017
Portugal - the new IFC?
There are a number of benefits of taking this route, he explains.
09/18/2017
National Australia Bank's new class of private bank customer
NAB is also conducting a strategic review of its wealth business.
09/18/2017
Four opportunities for independent wealth managers in Asia
The reasons make sense.
09/17/2017
Having your own wealth manager
Individuals and families are seeing the need to create a family office to address the demands that come with significant wealth
09/15/2017
Opening global routes for wealthy Vietnamese
Many wealthy Vietnamese are also increasingly attracted to the concept of relocating to get access to higher-quality education for the sake of their children.
09/15/2017
Citi Goes After Next Generation
Citigold Private Client offers clients access to both Citi’s consumer and institutional businesses.
09/15/2017
Credit Agricole Sizes Up Opportunity in Asian Economic Growth
The firm’s private bank is already making moves to expand in Asia.
09/14/2017
Two dozen bidders in fray to buy AXA's wealth management unit in HK
Interest in AXA’s unit has mainly come from some insurers, Chinese state-owned enterprises, private investment groups and property companies, the sources said.
09/14/2017
Julius Baer Chief Sees Asia Making Up a Third of Business
Hiring spree paying off in a ‘very big way,’ CEO Collardi says
09/13/2017
Got a spare HK$370,000? BOCHK mints commemorative gold bars to celebrate its 100th anniversary
The gold bars are expected to be available from October following delivery by Swiss gold firm PAMP.
09/13/2017
Netwealth and Zenith enter partnership
Netwealth plans to add further managers to its managed account service during the second half of the year as it continues to support increasing adviser demand.
09/13/2017
Holistic wealth management solutions remain advice key
To best service these three categories of investors.
09/11/2017
Australian Banks May Exit Wealth Management Without Being Forced
The government’s response, based on its 2016 inquiry, is closer scrutiny on how retail interest rates are being set, Coleman said.
09/11/2017
Creating a more meaningful wealth management market in Vietnam
By comparison, therefore, wealth management is difficult, costly and time-consuming. Not many local banks yet have a clear affluent or HNW strategy.