03/10/2017
Why private bankers must act now or become obsolete
Above all, staying relevant to the needs of wealthy individuals and families in their home markets is key
Wealth and Asset Management
03/10/2017
Australian Regulator Goes After Wealth Management Industry
ASIC's campaign is targetted at improving the standards of advice and remediation in financial services in Australia.
03/10/2017
CMB accelerates transformation of asset management business
Unified regulatory framework expected
03/09/2017
Beware of China's wealth-management reforms
This is a problem, as China's regulators well know.
03/09/2017
Breaching the mobile frontier for structured products
The innovation promises to be a win-win for everyone involved – product providers, individual relationship managers and investment advisers within wealth management firms, and also end-clients.
03/09/2017
What the world’s wealthiest can do to empower women
Ultra-high net worth individuals can adopt equality policies in their firms and invest in women-friendly businesses.
03/09/2017
State Street tackles gender equality in finance
A key contributor to effective independent board leadership is diversity of thought
03/09/2017
Wealth management goes digital with Bambu
Bambu provides an innovative, cost-effective, and efficient entry point into the world of investing and wealth management
03/08/2017
Asia Investors Put Aside Trade War Fears to Bet on Reflation
Investors are more confident governments can boost growth via fiscal policies and that inflation is picking up after a long period of highly stimulative global monetary policies.
03/07/2017
Lioncrest Global inks partnership pact for PE, venture capital deals
Said Tsung Yan Soo, founder and managing partner of Ops Capital: “Lioncrest Global has strong access into Greater China’s UHNW space, as well as to single family offices in general
03/07/2017
Macquarie, AMP take aim at ANZ’s wealth unit
The division is up for sale through Goldman Sachs, with documents for the divestment process expected to be on the desks of prospective bidders within weeks.
03/07/2017
How can we really deliver value to our clients?
Giving clients what they want is far easier said than done when dealing with Asia’s wealthy.
03/07/2017
A case of now or never
In a report conducted by UBS and PwC on billionaire wealth.
03/06/2017
Private Banking's Musical Chairs
The usual suspects of Brexit and the ubiquitous Donald Trump made many ultra high net worth clients lay dormant last year, earning little revenue or booking much in the way of new assets with their wealth manager.
03/06/2017
Wealth Boutique Expands Remit
The latest tie-up comes just a few months after the Hong Kong based wealth boutique inked a partnership agreement with a Swiss-Asian based investment boutique Pier99 Capital.
03/03/2017
Credit Suisse Asia-Pac raises private banking bar with aggregation feature
This will allow clients to check on performances across different asset classes and different banks' portfolios
03/03/2017
Asia’s Wealthy Are Forgoing Bonds for Fixed Maturity Funds
Credit Suisse’s Rajesh Manwani says Asia’s wealthy are looking at new ways to profit from higher rates.
03/02/2017
Banking's Asset Management Puzzle
Switzerland’s two largest banks are best known for private banking and to a lesser extent as investment banking players.
03/02/2017
Australian Unity enters trustee services
The move was earmarked in 2015, when Australian Unity Personal Financial Services acquired estate planning firm Flinders Australia, giving Australian Unity access to Flinders' estate planning, executor and trust administration services.
03/02/2017
DBS CEO says wealth management to account for a fifth of bank's revenue
But the bank will continue to consider bolt-ons to expand its presence overseas.