05/22/2017
OCBC launches onshore private banking in Indonesia through local unit
The unit will leverage OCBC’s wealth management platform that draws on the combined product expertise of the bank
Wealth and Asset Management
05/22/2017
Barclays set to create 100 jobs as it steps up private banking push
Move comes three years after lender aborted first expansion plan in private banking.
05/22/2017
Lombard Odier Changes Asian Management Structure
Asia has become a key growth engine for the Group
05/22/2017
Ignition wealth announces digital advice solution for users of leading platform
We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors.
05/22/2017
Singapore poised to overtake Switzerland
Assets amounting to tens of billions of dollars of the European rich have left Switzerland.
05/22/2017
A growing need for dynamic asset allocations
Developed market credit has experienced significant growth since the global financial crisis
05/20/2017
How the emerging affluent are preparing for future needs
It notes that increasing numbers of those who are wealthier in parts of Asia and Africa are losing out on savings as a result of an overly simplistic approach to their personal finances.
05/19/2017
Nikko AM NZ named Equity Fund Manager of the Year
Eligible funds must have been in place for at least the three previous years and be open to the public.
05/19/2017
The Ultimate Finance Boutique by Soumya Rajan
This could be the woman one day deciding how much a family office will invest with VC funds betting on Startup India
05/19/2017
Re-calibrating the wealth management market in Thailand
Our 6th annual event for the community in Thailand explored how to capitalise on the ever-wider opening of the market and opportunities to service the investment, family and protection needs of domestic Thai affluent and HNW clients. Now seems to be the
05/17/2017
Singapore private bankers exceed training threshold, says IBF
The IBF also said that several private banks introduced structured training programmes for their staff and had more of their in-house programmes accredited by IBF.
05/17/2017
PH invites Qatar sovereign fund to invest in logistics, tourism
The agreement would allow the entry of about $1 billion in investments from the QIA, which reportedly has $335 billion in assets worldwide, making it the 14th biggest wealth fund.
05/16/2017
Seeking Trust, Integrity After 1MDB
The Wealth Management Institute and UBS have announced an agreement to launch a new initiative, the WMI Anti-Money Laundering Risk Management Program.
05/16/2017
Serial acquirer IOOF eyes wealth creation
Commonwealth Bank is also believed to be looking at a potential sale of its Colonial First State wealth business.
05/15/2017
Bringing a more global offering to Malaysia’s HNW
They want a more diversified portfolio to hedge their lifestyle, in tandem with their global mobility.
05/15/2017
Going for growth
He is pleased to be back in a product-focused role, especially with his new employer.
05/15/2017
UBS, WMI launch anti-money laundering risk management programme
The programme will be accredited by the Institute of Banking & Finance and will take into account issues faced by the wealth management industry.
05/15/2017
Singapore’s Sovereign Wealth Fund to Cut Stake in UBS
Stock sale to reduce 5.1% ownership interest in Swiss bank to 2.7%
05/14/2017
We complement Singapore & HK as financial centres: Labuan IBFC
Businesses based in Labuan IBFC focus on three core sectors — banking, reinsurance, wealth management and financial services.
05/12/2017
Keeping a broker honest in Asian HNW insurance
Every HNW client in Asia – based on the guidance of their relationship manager – must ensure they are getting the right life insurance solution to meet their needs.