08/29/2017
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.
08/29/2017
Besides his role as a key link between the Middle East and the U.S., Otaiba is a very wealthy businessman.
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.