08/31/2017

Netwealth surpasses $15 billion in FUMA

Netwealth has moved past the $15 billion funds under management and administration (FUMA) mark after significant inflows into its non-institutional, private client and wealth management divisions.

08/29/2017

StanChart plays the numbers game in Indonesia

Although Standard Chartered has been operating in Indonesia for the past 154 years, it is only over the last 14 of these that it has been active in the wealth management space. And Simarno is anxious to make up for lost time.

08/28/2017

Future-proofing private banking

He believes that key to this is being able to map the personality traits of clients and then design investment portfolios that are suited to them.