05/11/2016
RBC Wealth Management to consolidate platforms in Asia
RBC Wealth Management is looking to consolidate its platforms in Hong Kong and Singapore into a single platform
05/11/2016
The Asian Banker provides business intelligence to financial firms.
05/11/2016
Melbourne-based financial planning firm MW Lomax has become the first Australian company to join US-based Focus Financial Partners' network of "independent management firms"
05/10/2016
Lo hopes to see the number of practitioners rise to 6,000 over the next five years.
05/10/2016
ANZ’s wealth division will play a more central role as the bank pushes on with its operational restructure, says the bank’s chief executive, Shayne Elliott.
05/10/2016
Find out who’s behind almost 320,000 offshore companies and trusts from the Panama Papers and the Offshore Leaks investigations
05/10/2016
"We are delighted to be recognised in the shortlist and this is testament of the hard work that the team has put in over the last 12 months."
05/10/2016
Goodbye superannuation, hello family trusts.
05/10/2016
The spino%, which has delayed its launch date to the second half of 2016 from its original plan of April
05/10/2016
Asian families are realising the value of having an independent organisation looking after their wealth, said the CIO of a Singapore singlefamily office at an AsianInvestor forum.
05/09/2016
This ex-Barclays unit is now hiring over 40 people in Hong Kong and Singapore
In Singapore ZEDRA has 10 employees, including eight former Barclays staffers, and is recruiting six more by the end of the year, says Singapore managing director Matthew Corbin.
05/09/2016
My teenage career as a McDonald’s employee established important basic skills
05/09/2016
Client-centricity rule #3: be how you want to be seen
Wealth managers need to ensure they are 'professional' and use their superior knowledge to help their clients live at peace with their wealth.
05/09/2016
Founder of Controversial Trust Company Portcullis Launches Asian Family Office
We eat our own cooking and think that is the strongest testament to the service we can bring to the table
05/09/2016
HSBC Singapore Transfers retail banking, Wealth management To Locally Incorporated Unit
The Singapore branch of the Hongkong and Shanghai Banking Corporation has completed the transfer of its retail banking and wealth managementb business to a locally incorporated subsidiary, HSBC Bank Limited.
05/09/2016
Credit Suisse has added more than 30 private bankers including market group heads to Asia, Asian Private Banker can reveal.
05/09/2016
International wealth group expands to Australia
The founding partners, Nick Maikousis and Jon White, with a combined 54 years of experience, held senior management roles within the financial planning and insurance advisory sectors before establishing MW Lomax.
05/09/2016
JTC announced a "strategic alliance" with Malaysia-based Kensington Trust in 2013 which also helps establish foreign trusts in New Zealand.
05/06/2016
This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model.
05/05/2016
As the smoke clears after the surprisingly severe cut in superannuation concessions, financial planners are racing to guide clients through the raft of changes to be navigated.