04/08/2017
For the Mumbai-based boutique wealth management firm that manages about 35,000 crore of some 700 families, business has been robust, growing 35-40% year-on-year.
04/07/2017
Launching in May 2017, the programme is mandatory for all front-line employees and will include a rigorous assessment process that leads to certification.
04/07/2017
Wealth management apprenticeship scheme launched in Hong Kong
The programme will then be rolled out on a broader scale, moving to a standard eight-week summer programme beginning with the next academic year.
04/07/2017
It aims for the region to make up to 30% of its total AUM over the long run.
04/06/2017
The number of Asian investors in AMP's infrastructure debt strategies has more than tripled since 2012
04/06/2017
A series of scandals has revealed that advice paid for wasn’t received and when it was given, some of it was of poor quality.
04/06/2017
Hong Kong needs to attract new blood to expand the talent pool in order to sustain the success of its private wealth management industry
04/06/2017
It comprises two rounds of paid summer apprenticeships with a host private wealth management institution, leading to a potential job offer with that firm after graduation.
04/06/2017
That trend will continue this year.
04/06/2017
RMs can now advise clients more quickly and effectively based on an aggregation of the bank’s investment expertise, further supported by Thomson Reuters news and financial analysis.
04/06/2017
The personal safety of people in positions of wealth is increasingly being targeted as inequality grows.
04/05/2017
And some of the banks which seem to be a bit more committed to this segment are hiring more relationship managers specifically servicing IAMs and MFOs.
04/05/2017
A delegation from the Korea Financial Investment Association has met with a number of Australian asset managers to discuss cross-border trade initiatives ahead of the introduction of the Asia Region Funds Passport.
04/05/2017
Students will undergo training and on-the-job experience covering a range of private wealth management functions.
04/05/2017
The market has to wait for a few more months for the tax reforms to be tabled.
04/04/2017
The impending shakeout is likely to see a flurry of departures of both bankers and clients who do not meet the coming criteria.
04/04/2017
He’s been in the city-state more frequently again and also across the whole of Southeast Asia.
04/04/2017
Supported by Lombard Odier’s expertise in family services, UnionBank’s ultra high net-worth clients will gain access to a full suite of family services
04/04/2017
Asian cities are expected to increasingly dominate the global wealth landscape
04/04/2017
Family offices in Singapore recorded an average return of 1.2 per cent in 2015, according to the Global Family Office Report by Campden Wealth Research and UBS.