05/29/2017
A symbiotic relationship within independent wealth
These would include addressing the complexities that clients face, as well as having more flexibility in meeting compliance requirements.
Wealth and Asset Management
05/29/2017
Providing modular support to asset managers
Additional support is particularly important in the area of information security, he explains, given how easily data can be hacked or lost, yet the dearth of expertise in these areas.
05/26/2017
A new chapter for wealth management in the Philippines
These include more investor-friendly regulation, education of customers and advisers alike, and a greater take-up and acceptance of technology.
05/26/2017
Private client firm acquires Merrill Lynch's international trust and wealth structuring business
The CEO expressed his delight at concluding this deal
05/25/2017
Lexinta strengthens multi-family office services in Asia
The programme is popular in terms of tax and estate planning, in addition to the freedom of movement it can offer to an eligible family.
05/25/2017
From Private Banking to Concierge Banking Powered by Analytics
In this paradigm, one common thing which no one can deny is the gigantic rise of collected streaming and cold data.
05/24/2017
Dion Global launches Integrated Wealth Management and Trading Platform
Enabling stockbrokers to expand their business model into wealth management
05/24/2017
Positioning portfolios for the rest of 2017
The first few months of 2017 have seen bullish markets and positive performance for private banks and clients alike across Asia.
05/24/2017
Malaysia prime land development is attractive, says List Sotheby
Having opened its regional headquarters in Singapore, the firm may decide to venture into the Malaysian market in future.
05/23/2017
China to Lift Investment Suspension
The fund-raising is carried out through a wholly-owned onshore fund management company and within a set quota.
05/23/2017
Aussie tycoon gives $414m to charity
Mr Forrest said he wants his donation to include A$75 million for cancer research, A$75 million for higher education, A$75 million for childhood education and $75 million to be directed towards fighting modern slavery.
05/23/2017
Driving the right mind-set among Indian investors
This is a pertinent issue in India, given the market has more than 2,000 primary mutual fund schemes.
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
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.