12/14/2017
HNIs turn to family offices for wealth transfer
Succession planning has gained importance among the rich Indians.
Wealth and Asset Management
12/14/2017
In Asia, Julius Baer is Ready for its Close-Up
The effort has paid off: last year, the bank's profits topped 700 million Swiss francs.
12/14/2017
Look closer, and you’ll see charitable foundations are often not about giving
Examine the tax structure behind charitable foundations, and in some cases it turns out that the benefactor is the one to actually benefit
12/13/2017
Singapore Economy To Grow By 3% In 2018 - Central Bank Survey
The private sector economists' median growth forecast for 2018 is also at the high end of the government's outlook of 1.5% to 3.5% for next year.
12/12/2017
Nikko AM enters Australian LBO market
The bespoke vehicle recognises a strong demand from institutional clients who want to access the return profile of private markets, Nikko AM Australia managing director Sam Hallinan said.
12/12/2017
Zurich Insurance to buy ANZ's life insurance businesses for $2.85 billion
ANZ's group executive for wealth in Australia, Alexis George, said the divestments reflected chief executive Shayne Elliott's strategy of focusing more sharply on competing where it was strongest.
12/11/2017
Charles Monat Associates looks to classic customer service in bid to attract high net worth clients
Charles Monat Associates, one of the largest insurance brokers in Hong Kong, plans to boost staff by up to 30pc in effort to improve personalised services for wealthy clients
12/11/2017
Singapore’s Wealth Management Institute unveils programmes to upgrade talent pool
WMI will now serve as a centralised training utility, with responsibility for improving training curriculum for private banking relationship managers.
12/10/2017
SBI launches Wealth Management services
These fully equipped Wealth Hubs were inaugurated P . Gupta, Managing Director (Retail & Digital Banking) of SBI Corporate Centre, Mumbai.
12/07/2017
How Deutsche Bank staved off staff “exodus” to start hiring again in Asia
The RMs stayed back when they realised that there was quite a lot of client overlaps with UBS.”
12/07/2017
VP Bank's Intermediaries Strategy
These professionals are seeking the exact opposite of large financial enterprises.
12/07/2017
Wealth Management Institute to roll out new programmes, develop industry talent
It plans to introduce programmes geared towards equipping wealth managers in Singapore with the relevant skills and expertise to meet future demands within the industry.
12/06/2017
OMI develops growth in Singapore
Bryan joins Old Mutual International from Bank of China where he gained experience in product, distribution and proposition design.
12/05/2017
SC Bank Korea leads as global wealth manager in Korea
Currently, wealth management accounts for 12 percent of the bank’s total profit.
12/04/2017
Indosuez Closes Asian Acquisition
Acquisition brings total assets under management across the region to approximately EUR 12 billion
12/04/2017
ANZ Wealth Research Boss Departs For Mercer
ANZ Wealth's Head Of Investment Product And Research Has Left The Company And Moved To Mercer
12/03/2017
A bank you’ve never heard of wants to hire you in Asia next year
Pictet has a lot of catching up to do in Asia, where it remains a minor player compared with other boutique private banks.
12/01/2017
HSBC: Preserving 150 years of corporate brand identity
HSBC is one of the largest financial services organisations in the world.
12/01/2017
Asian family conglomerates: The Tata group gets back on track following leadership change
The first chairman from outside the family keeps core ideals at the forefront
12/01/2017
EFG – Swiss By Origin, Global By Design
EFG + BSI = An Ideal Formula