05/09/2017
HK’s Charles Monat to acquire global wealth solutions biz of Willis Towers Watson
We work with some of the wealthiest families via our offices in Asia and around the world.
Wealth and Asset Management
05/09/2017
OCBC Gets Barclays Boost
The robust year-on-year performance was largely driven by sustained growth in wealth management income, higher profit from insurance operations as well as increased earnings in local currency terms from all of the Group’s overseas banking subsidiari
05/09/2017
Why foreign bankers rush for NBFC jobs
We are now better equipped to do that with senior experienced people joining us.
05/08/2017
Why portfolios are paramount for good advice
But wealth managers and investment advisers must not lose sight of investment returns on the portfolio overall.
05/08/2017
How Citi is finding meaningful growth in Malaysia
The past few years, the Malaysian ringgit has tumbled for a variety of reasons.
05/08/2017
A different kind of family office in Asia
We manage our own funds as well as those of other families.
05/07/2017
Why headhunters are now gathering around these Asian bankers
So some RMs might have to move to better known banks.
05/05/2017
Challenges Facing Asia Pacific Families Tackled Singapore Event
In short, on getting the keys to the kingdom what needs to be updated, professionalised, bought or sold according to family risk tolerance, cost of funding and desire to retain control? And where do families need help?
05/05/2017
Macquarie boosts AUM, earnings flat
Assets under management on Macquarie Group's investment platform jumped 24% to $72.2 Macquarie's total AUM, which includes infrastructure, real estate and fixed income investments reached $481.7 billion, inched 1% on the prior year.
05/04/2017
NAB Wealth growth steady
The division comprises independent third-party advice, including mortgage brokers as well as more than 1800 aligned financial planners.
05/04/2017
HSBC Sees Profits Fall
In February the London based but Asian centric bank, reported a much worse than expected set of full year results for 2016, marred by hefty writedowns and costs from its restructuring efforts.
05/04/2017
HNIs and institutional investors invest heavily in mutual funds
The high net worth individuals (HNIs) and institutional investors have brought in a huge amount of money through mutual fund folio accounts after the demonetisation drive started at the end of the previous year.
05/04/2017
UBS Aiming Lower?
The Zurich headquartered wealth giant has been here before.
05/02/2017
EFG targets high growth post-BSI integration
Hiring new bankers will inevitably be an important component of this, although not the only path for growth.
05/02/2017
DBS CEO: Headwinds Remain
The increase was across all product segments and led by double-digit percentage growth in investment products.
05/02/2017
Future of ANZ Wealth uncertain amid profit slide
Given that ANZ Wealth's contribution to ANZ's first-half results declined on the second half of FY16 by 21% to $123 million, it seems more or less inevitable the business will soon see an overhaul.
05/01/2017
LGT Completes ABN Amro Purchase
The acquired business includes almost $20 billion in assets under management as well as over 300 employees, of which more than 200 are front office staff.
04/30/2017
Labuan IBFC To Introduce Competitive Tax Structure By End-2017
Established in 1990, Labuan IBFC, the marketing arm of Labuan FSA offers attractive tax exemptions under the Labuan Business Activity Tax Act, 1990
04/27/2017
Paytm launches Wealth Management products, starting with Gold
The virtual gold is backed by physical gold
04/27/2017
Alibaba's Yu'eBao Becomes First Chinese Fund Management Firm With Over RMB1 Trillion In Assets
Yu'eBao is now ranked as China's 12th largest financial institution in terms of total deposits or assets managed.