12/07/2015
The signing of the MoU marked the culmination of an Asia trip by a Guernsey Finance delegation, accompanied by members of the Island's finance sector, which incorporated visits to Hong Kong, Kuala Lumpur, Singapore, Beijing and Shanghai.
12/06/2015
Bank of Singapore looks set to expand its presence in Middle East through its Dubai base.
12/04/2015
It may be smaller than its big Swiss rivals but a focus on wealth management is winning over clients.
12/03/2015
The central location at Three Pacific Place in Admiralty ensures Guernsey Finance is well-positioned to meet with Hong Kong-based practitioners and others from around Asia.
12/03/2015
Small Zurich-based wealth manager landed in middle of controversy around Malaysian government fund
12/02/2015
“We’ve been looking for ways to help advisers understand how to make the most of this growing SMA trend and the latest edition of Benchmark is an important step.”
12/02/2015
Strengthens global trading and transition management services
12/01/2015
It is important to correctly define what is meant by private banking, especially in the context of Asia.
12/01/2015
Bad marketing and flawed investment products rocking the reputations of Chinese banks have now spread to the world’s biggest lender by assets.
11/30/2015
CIMB-Principal aims to lift financial planning standards
Located strategically in Jaya Shopping Mall, Petaling Jaya, CIMB-Principal said the academy will also house a servicing counter that is for its consultants to complete their business transactions.
11/30/2015
China is the world’s second largest economy and its equity market has become increasingly accessible for international institutional investors
11/27/2015
Wealth of Indian HNIs to increase more than Chinese during 2014 and 2020: Report
The estimated wealth of HNIs in India in 2016 will be $1.425 trillion, while those in China will be worth $5.10 trillion
11/27/2015
DBS said to be frontrunner for another mid-sized private bank in Asia
Further driving home concerns about the sustainability of servicing Asian HNWIs in the region without scale.
11/27/2015
HSBC says to shut down India private banking business
Even though India's economy has been minting millionaires at a strong pace, it has failed to translate into profits for the foreign wealth managers that have set up teams of well-paid bankers to help manage those riches.
11/27/2015
Khaitan & Co advises wealth manager on acquisition
Engaged in inter alia financial services, investment banking, trusteeship services.
11/26/2015
Both categories were decided by the responses to a similar case study requiring an integrated response among client relationship, investment banking, and investment teams.
11/25/2015
Escape Australia: invest offshore with these billion-dollar wealth managers
Australia’s superannuation pool currently sits above $2 trillion and is expected to double in the next ten years.
11/25/2015
Julius Baer’s Meier Says Future for Advice Is Local
The veteran banker, who also worked at Credit Suisse and Deutsche Bank, will continue to oversee Julius Baer’s India operations
11/25/2015
Building A Strong Singaporean Core For Wealth Management
Wealth Management Institute and Singapore Management University announce significant enhancements to Master of Science in Wealth Management programme
11/24/2015
JeanLouis Nakamura, Asia Pacific chief investment officer at Swiss private bank Lombard Odier, admitted there was a natural bias towards using inhouse managers for DPM.