07/17/2017
Lufax to launch first overseas online wealth management platform in Singapore
Pure online wealth management platform that will serve retail investors all over the world.
Wealth and Asset Management
07/14/2017
CreditEase Wealth Management Became an SEC Registered Investment Advisor
CreditEase Wealth Management provides optimal global asset allocation services to high-net-worth clients with controllable risk and expectable return.
07/14/2017
Designing for humans in wealth management
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.
07/14/2017
Impact Investment Exchange: Building a social capital market in Asia
A GSG Market Builder of the Year, Durreen Shahnaz has launched social bonds, social stock markets and social crowdfunding platforms
07/13/2017
Macquarie Private Wealth on rivals' watch list
This column understands Macquarie has in the past assessed its options around the private wealth advisory business, following a damaging enforceable undertaking and costly remediation process.
07/13/2017
Credit Agricole's Indosuez arm to buy some CIC Asian private banking units
The acquisition is expected to close by the end of this year and remains subject to both regulatory approvals.
07/13/2017
Chinese Conglomerate Eyes European Bank
BIL is supervised by the European Central Bank together with Luxembourg's Commission de Surveillance du Secteur Financier.
07/13/2017
India: Burman family plans to build global investor syndicate
The Burman Family Holdings is expected to source, and structure, most deals, and may also manage the syndicate, going forward.
07/13/2017
Standard Chartered Bank launches Premium Banking programme
Standard Chartered Bank has announced the launch of its 'Premium Banking' initiative, which offers a suite of digital banking solutions and exclusive rewards designed for Premium Banking customers and their families.
07/13/2017
UBS Asset Management Secures Mainland China Fund License
UBS Asset Management is the first international manager with a QDLP quota to receive a PFM license in China’s onshore market.
07/12/2017
How India’s largest wealth manager stays sharp
A case in point is the pre-IPO fund that IIFL Investment Managers’ asset management arm launched early this year.
07/12/2017
China’s 28tr yuan of wealth management products under mounting stress in second half, analysts say
Rules intended to clamp down on shadow banking are likely to result in rising defaults among wealth management products, raising concerns whether banks will guarantee the investments
07/12/2017
Swiss Asset Manager Puts Vietnam on the Map
Vietnam is a difficult market for international business, because local private investors dominate the market.
07/11/2017
How Lombard Odier is making inroads in Asia
These trends suggest there will be an increasing flow of funds back onshore.
07/11/2017
China Wealth Fund's Overseas Assets Return 6.22%
The return compared to a 2.96 percent decline in 2015 when commodity prices sank, Beijing-based China Investment Corp.
07/11/2017
Julius Baer acquires stake in Swiss fintech firm
Julius Baer will invest in the Pfaeffikon, Switzerland-based wealth management provider, Nectar said in a statement on Tuesday.
07/10/2017
Paring UBS stake 'a way to redeploy capital'
It doesn't mean the prospects of UBS are necessarily no good
07/10/2017
How Credit Suisse is redefining client focus
We need to be disciplined, otherwise we will be under-investing in our most valued clients
07/10/2017
Breaking boundaries in the Philippines life sector
The growth of wealth in the Philippines is presenting opportunities to financial institutions across all products and services, but especially in life insurance.
07/10/2017
UBS raises $325 million for Bono-backed impact investment fund
We will continue to adapt and optimise our onshore and offshore offerings.