10/05/2017
How is Switzerland capturing China’s global wealth flows?
The key, it seems, is two-fold: first, understand the drivers of this push for globalisation; and secondly, be able to source and deliver the assets, solutions and service needed to fulfill the various goals.
10/04/2017
Rethinking the wealth management model of tomorrow
Are most wealth managers really adding value anymore to clients?
10/04/2017
Malaysia’s first certification programme for wealth advisers
It also goes beyond portfolio management to address specific investment needs of HNW customers.
10/04/2017
BT restructures advice and wealth business
The new structure will split client-facing advice businesses out into the newly created advice and private wealth division.
10/03/2017
Axel Weber: UBS Wants More Women and Asians on Board
The UBS chairman told the journalists We need to be well connected to markets and key decision makers in Singapore, Hong Kong and mainland China.
10/03/2017
Wadhawan forays into wealth management
The new venture will offer investment solutions to both wealthy and retail customers.
10/02/2017
Macquarie sets sights on CFSGAM acquisition
Many analysts say the platform would be a positive acquisition for Macquarie, which already controls $481bn worth of assets, including prized infrastructure around the world.
10/02/2017
Under the program, the high school leavers start at the bank before beginning university.
10/02/2017
Wealth managers need to keep a watch on small- and medium-sized promoters, and grow with them.
10/02/2017
UBS Singapore has enjoyed a close and collaborative relationship with IBF.
09/29/2017
The benefit of robo-advisors has driven up growth in the market exponentially; at the end of 2014, according to professional services company Deloitte, eleven of the leading robo-advisor firms recorded near 65 percent growth compared to 2013.
09/29/2017
Securities firm targeting clients worth $10 million or more
09/28/2017
Regulatory MoUs at heart of Guernsey’s 10-year development in China
China-based panellists presented evidence of this at an event marking 10 years of Guernsey’s presence in Shanghai and all cited the importance of the MoUs in facilitating business with the island.
09/28/2017
Singaporean bank considers Luxembourg base
It would be the first time a Singaporean bank has set up shop in the Grand-Duchy.
09/28/2017
Why hybrid advice offers a new way for wealth management
The investment returns of HNW individuals in 2016 were very positive.
09/28/2017
Daiwa Securities homes in on rich Japanese in Southeast Asia
Niche strategy aimed at staying above the fray
09/28/2017
The federal territory of Malaysia itself is also becoming a pivotal player in ASEAN.
09/27/2017
China's Top 10 private banks average 35% AUM growth rate since 2012
China's domestic retail banking giants dominate the onshore market and rankings.
09/27/2017
It managed $676.8 million in August 2016.
09/26/2017
Laying the foundations for wealth management in Vietnam
But the market needs to start somewhere.