09/26/2017
Wealth managers falling short on fixed income
Direct access to unlisted fixed income securities is one of the weak spots within Australian wealth management.
09/25/2017
Wealth management still key for banks: David Murray
CBA is hanging onto its superannuation and financial advice businesses.
09/25/2017
Westpac’s Lindsay Maxsted says bank won’t sell BT Financial
Commonwealth Bank has flagged that Colonial First State Global Asset Management is effectively on the market and JPMorgan has been appointed to advise on future options for the large funds management division.
09/25/2017
Commonwealth Bank to Exit Another Wealth Management Business
Who had been running the business since its purchase by CBA, decided to jump ship to Perpetual.
09/22/2017
Reimagining wealth management for the digital age
Has predicted that the retirement of Baby Boomers would result in unprecedented transfers of wealth.
09/21/2017
Transforming funds delivery for a new wealth landscape
This aims to give private banks some relief from their ongoing regulatory and compliance burden
09/20/2017
From some perspectives, this is long overdue.
09/19/2017
Eighty attendees learned about the benefits and solutions provided by Guernsey structures for their businesses or clients during a panel discussion at ‘Ganbei Guernsey’ – held at the Hong Kong Bankers Club.
09/18/2017
Citigold customers are those who invest Bt5 million or more.
09/18/2017
The Australian Financial Review on Sunday reported the banking group had received at least one offer “in the high [A$]4 billions” for the wealth management unit ahead of a Friday deadline and that MetLife and Zurich had both submitted bids.
09/18/2017
There are a number of benefits of taking this route, he explains.
09/18/2017
NAB is also conducting a strategic review of its wealth business.
09/18/2017
The reasons make sense.
09/17/2017
Individuals and families are seeing the need to create a family office to address the demands that come with significant wealth
09/15/2017
Opening global routes for wealthy Vietnamese
Many wealthy Vietnamese are also increasingly attracted to the concept of relocating to get access to higher-quality education for the sake of their children.
09/15/2017
Citi Goes After Next Generation
Citigold Private Client offers clients access to both Citi’s consumer and institutional businesses.
09/15/2017
Credit Agricole Sizes Up Opportunity in Asian Economic Growth
The firm’s private bank is already making moves to expand in Asia.
09/14/2017
Two dozen bidders in fray to buy AXA's wealth management unit in HK
Interest in AXA’s unit has mainly come from some insurers, Chinese state-owned enterprises, private investment groups and property companies, the sources said.
09/14/2017
Julius Baer Chief Sees Asia Making Up a Third of Business
Hiring spree paying off in a ‘very big way,’ CEO Collardi says
09/13/2017
Got a spare HK$370,000? BOCHK mints commemorative gold bars to celebrate its 100th anniversary
The gold bars are expected to be available from October following delivery by Swiss gold firm PAMP.