08/29/2017
LGT signalled its intent to expand in emerging economies last year when it bought ABN Amro's private banking operations in Asia and the Middle East, which came with $20 billion in assets.
08/28/2017
Employees are expected to learn of the change of heart this week.
08/28/2017
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.
08/28/2017
Bank sees retail, wealth management as key areas for success, says top executive
08/28/2017
Former Credit Suisse banker Simon Lints heads the Southeast Asia unit out of Singapore, while the Hong Kong business is led by Sandy Dudgeon.
08/25/2017
Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.
08/24/2017
The bright outlook is based on a savings rate of more than 30%, coupled with the fact that the Indian economy is in an ‘investment’ phase.
08/24/2017
There was a particularly strong performance from Perpetual's wealth advisory business
08/24/2017
While more than half of the leading 200 companies in Southeast Asia are controlled by a single family, few have succession plans in place as a pioneering generation fades away
08/22/2017
The private bank should aim to understand its clients’ deepest aspirations and goals.
08/21/2017
The transaction moves Buccellati into one of the most prominent jewellery groups in China with the potential to expand the brand globally.
08/21/2017
The changes are in response to growing demand for more defensive structures from IFAs and wealth managers in the Far East, group chief exeucitve John Morton said.
08/19/2017
There was a time when insurance agents provided life insurance, investment advisors provided money management services, accountants did tax work, attorneys did legal work and so on and so forth.
08/18/2017
This is the finding of a bi-annual private banking study published by zeb consultants.
08/18/2017
Westpac has said it will continue to assess sale options
08/18/2017
EFG clients include high net worth individuals with investable funds of over US$10 million (S$13.6 million), while VP Bank said it caters to the needs of HNWIs with “assets in excess of S$2 million".
08/17/2017
A-share firms’ holdings of wealth management products have risen from 7.1 billion yuan in 2012 to 743 billion yuan so far this year
08/17/2017
The number of HNW women is even more likely to grow.
08/16/2017
The three panellists will present real-life case studies of how Guernsey provided a solution for their business or clients.
08/15/2017
The best way to illustrate the failure of the banks to adequately capitalise on the wealth-management opportunity is to compare their recent performance in wealth against life insurer and funds manager Challenger.