11/11/2016
Perth advice firm merges with HLB Mann Judd wealth arm
The addition of the new firm will provide HLB clients with a broader range of services, the statement said.
Wealth and Asset Management
11/11/2016
Ex-UBS Bankers Launch Wealth Boutique
Lioncrest Global officially commenced business in Hong Kong on 11 November 2016.
11/09/2016
Cardena partners with Netwealth
We have also been actively speaking with our clients about the significant benefits of managed accounts and the feedback has been extremely positive.
11/08/2016
Major banks to continue to shed wealth divisions: KPMG
Westpac has also sold part of its BT Investment Management business.
11/08/2016
Labuan IBFC to refocus on niches for growth
The midshore centre will embark on a new journey to “further refine the midshore concept
11/08/2016
Wealth management: Local companies just as capable as their foreign peers, says YYC Harveston
The local wealth management scene has been slow to take off among high net worth individuals and ultra high net worth individuals due to the perception that the local wealth management industry has not kept up with the times
11/07/2016
BTFG navigates wealth management headwinds
Private Wealth income was higher than the correlating period last year, with average funds under management and funds under administration growing 2% and 4% respectively.
11/04/2016
Asian Calls Increase For Family Offices, Philantropy And Succession Plans
Asia Pacific continued to be the global leader in ultra high net worth population growth despite flatlining growth worldwide
11/04/2016
ANZ wealth sale marks end of an advice era
Whether or not ANZ actually goes ahead with the sale.
11/04/2016
Canadian wealth management firm sells 80pct stake in GSFM
The time being the business will continue to operate under the name GSFM.
11/04/2016
Boutique advice firm joins Fortnum
Fortnum's core values, operating model and ownership structure align with our core values and requirements.
11/04/2016
Newly-formed JHGI has high hopes for Asia
Huge demand for wealth management and high gross domestic product growth
11/03/2016
OCBC builds up private banking as costs soar
For us, it is very important to continue to build up the scale in this business.
11/03/2016
ANZ joins banks' move away from wealth management
The division includes financial advice, life insurance and superannuation.
11/03/2016
BSI Bankers Had «Free Reign» in 1MDB Dealings
The Swiss private bank was shut down in Singapore in May for allegedly helping to launder 1MDB money.
11/03/2016
Private banks lacking scale exit Singapore
Over the past two years, eight foreign private banks have exited or will soon exit Singapore
11/03/2016
Asia's wealthy trapped in bad investment habits, says report
In terms of wealth tiers, this is more prevalent among high net worth investors.
11/02/2016
Private banks lacking scale exit Singapore
Eight foreign private banks have pulled out in the last two years, at a time of Asia's explosive growth in wealth
11/01/2016
DBS Still Has Room for ABN Amro
It was a shrewd deal by DBS, the extensive mass affluent numbers embedded in the ANZ business will provide a fertile pipeline for the private bank and the cost synergies are obvious.
11/01/2016
Hong Kong independent wealth association predicts strong growth
The Association of Independent Asset Managers of Hong Kong expects its membership to double in the coming year, as private bankers continue to break away from institutions to establish their own operations.