10/02/2017
Macquarie sets sights on CFSGAM acquisition
Many analysts say the platform would be a positive acquisition for Macquarie, which already controls $481bn worth of assets, including prized infrastructure around the world.
10/02/2017
Under the program, the high school leavers start at the bank before beginning university.
10/02/2017
Wealth managers need to keep a watch on small- and medium-sized promoters, and grow with them.
10/02/2017
UBS Singapore has enjoyed a close and collaborative relationship with IBF.
09/29/2017
The benefit of robo-advisors has driven up growth in the market exponentially; at the end of 2014, according to professional services company Deloitte, eleven of the leading robo-advisor firms recorded near 65 percent growth compared to 2013.
09/29/2017
Securities firm targeting clients worth $10 million or more
09/28/2017
Regulatory MoUs at heart of Guernsey’s 10-year development in China
China-based panellists presented evidence of this at an event marking 10 years of Guernsey’s presence in Shanghai and all cited the importance of the MoUs in facilitating business with the island.
09/28/2017
Singaporean bank considers Luxembourg base
It would be the first time a Singaporean bank has set up shop in the Grand-Duchy.
09/28/2017
Why hybrid advice offers a new way for wealth management
The investment returns of HNW individuals in 2016 were very positive.
09/28/2017
Daiwa Securities homes in on rich Japanese in Southeast Asia
Niche strategy aimed at staying above the fray
09/28/2017
The federal territory of Malaysia itself is also becoming a pivotal player in ASEAN.
09/27/2017
China's Top 10 private banks average 35% AUM growth rate since 2012
China's domestic retail banking giants dominate the onshore market and rankings.
09/27/2017
It managed $676.8 million in August 2016.
09/26/2017
Laying the foundations for wealth management in Vietnam
But the market needs to start somewhere.
09/26/2017
Wealth managers falling short on fixed income
Direct access to unlisted fixed income securities is one of the weak spots within Australian wealth management.
09/25/2017
Wealth management still key for banks: David Murray
CBA is hanging onto its superannuation and financial advice businesses.
09/25/2017
Westpac’s Lindsay Maxsted says bank won’t sell BT Financial
Commonwealth Bank has flagged that Colonial First State Global Asset Management is effectively on the market and JPMorgan has been appointed to advise on future options for the large funds management division.
09/25/2017
Commonwealth Bank to Exit Another Wealth Management Business
Who had been running the business since its purchase by CBA, decided to jump ship to Perpetual.
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.
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