Managers of Wealth Asia Pacific

Dirk Klee: «We Built Sort of iPhone»

Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.

Capital Group remains true to its history – active, driven by fundamentals

With 32 years of experience in the business, he has witnessed first-hand the dramatic twists and turns of the global financial markets in the past three decades and more.

Standard Chartered Private Bank – Taking the wealth management proposition forward in India

Not only the client mix, but the markets are changing rapidly across all asset classes.

CreditEase Wealth Management Awarded 2017 Best Non-Bank Private Wealth Management Institution in China

To meet the growing demands from our clients, CreditEase Wealth Management has developed a suite of products and services covering five key areas: investment, learning, life-style, philanthropy and inheritance.

HNIs turn to family offices for wealth transfer

Succession planning has gained importance among the rich Indians.

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.

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

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.

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.

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.

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

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.

SBI launches Wealth Management services

These fully equipped Wealth Hubs were inaugurated P . Gupta, Managing Director (Retail & Digital Banking) of SBI Corporate Centre, Mumbai.

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.”

VP Bank's Intermediaries Strategy

These professionals are seeking the exact opposite of large financial enterprises.

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.

OMI develops growth in Singapore

Bryan joins Old Mutual International from Bank of China where he gained experience in product, distribution and proposition design.

SC Bank Korea leads as global wealth manager in Korea

Currently, wealth management accounts for 12 percent of the bank’s total profit.

Indosuez Closes Asian Acquisition

Acquisition brings total assets under management across the region to approximately EUR 12 billion

ANZ Wealth Research Boss Departs For Mercer

ANZ Wealth's Head Of Investment Product And Research Has Left The Company And Moved To Mercer

Wealth and Asset Management