09/27/2017
Contango's funds under management take a dip
It managed $676.8 million in August 2016.
Wealth and Asset Management
09/26/2017
Laying the foundations for wealth management in Vietnam
But the market needs to start somewhere.
09/26/2017
Wealth managers falling short on fixed income
Direct access to unlisted fixed income securities is one of the weak spots within Australian wealth management.
09/25/2017
Wealth management still key for banks: David Murray
CBA is hanging onto its superannuation and financial advice businesses.
09/25/2017
Westpac’s Lindsay Maxsted says bank won’t sell BT Financial
Commonwealth Bank has flagged that Colonial First State Global Asset Management is effectively on the market and JPMorgan has been appointed to advise on future options for the large funds management division.
09/25/2017
Commonwealth Bank to Exit Another Wealth Management Business
Who had been running the business since its purchase by CBA, decided to jump ship to Perpetual.
09/22/2017
Reimagining wealth management for the digital age
Has predicted that the retirement of Baby Boomers would result in unprecedented transfers of wealth.
09/21/2017
Transforming funds delivery for a new wealth landscape
This aims to give private banks some relief from their ongoing regulatory and compliance burden
09/20/2017
Surviving Asia’s streamlined private banking landscape
From some perspectives, this is long overdue.
09/19/2017
Depth, breadth and quality of Guernsey's financial services lauded
Eighty attendees learned about the benefits and solutions provided by Guernsey structures for their businesses or clients during a panel discussion at ‘Ganbei Guernsey’ – held at the Hong Kong Bankers Club.
09/18/2017
Eased rules help Citibank’s wealth unit
Citigold customers are those who invest Bt5 million or more.
09/18/2017
ANZ responds to report it is selling wealth management unit
The Australian Financial Review on Sunday reported the banking group had received at least one offer “in the high [A$]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.