06/03/2015
Wealth creation: Next decade to be India’s
Urbanisation and explosive growth of middle class will lead to rise in UHNW individuals
Wealth and Asset Management
06/02/2015
UBS Readies New Ad Campaign
The company will spend the next few months introducing the campaign to its employees before launching it externally.
06/01/2015
Villa Del Mare: Lola Wang Li and the secretive web of Chinese wealth
The Treasurer wanted to demonstrate that he was serious about stopping foreigners from evading ownership restrictions and inflating the bubbling market.
06/01/2015
Family office fintech solutions on the rise: IRESS
Family offices are increasing demand for a technology solution that blends trading and back office management
06/01/2015
Boutique advisory brings new portfolio service to IFA market
DFS Portfolio Solutions, a subsidiary of independently-owned licensee DFS Advisory Services, was established in 2009 after the Global Financial Crisis exposed that the portfolio risk in the majority of superannuation and investment funds substantially exc
06/01/2015
Diversity is key as Jersey firms explore opportunities in China at inaugural Forum
An increasingly diverse range of Jersey firms spanning tourism, hospitality and financial services are exploring opportunities to grow business links with China, courtesy of a special event held in London recently that was initiated by the Chinese Ambassa
06/01/2015
New StanChart boss faces cash call, dividend squeeze
Standard Chartered's incoming Chief Executive Bill Winters is expected to raise capital and cut the bank's dividend later this year
06/01/2015
Private banks seen as hindering Asia multi-asset funds
The chief executive of Principal Global Investors says private banks are preventing the uptake of multi-asset funds, and believes Asia needs to change its pension structures to facilitate change.
05/29/2015
China’s Lonking Holdings diversifies investment into asset and wealth products
Lonking Holdings, which manufactures construction machinery & logistic equipment in China, announced on Friday it is investing 1 billion yuan in asset and wealth management products
05/29/2015
China’s Lonking Holdings diversifies investment into asset and wealth products
The company’s subsidiary, Lonking Shanghai Machinery, deposited 200 million yuan as entrusted assets in Shanghai AEGON Rui Zhong Asset Management on Thursday, May 28
05/29/2015
Deutsche Bank Plans to Boost Asia Asset, Wealth Staff Up to 10%
The firm may target clients in Asia with assets of between $5 million and $20 million when a digital banking platform is ready, Raju said.
05/29/2015
Billionaires: Master architects of great wealth and lasting legacies
Notably, we believe this period of extraordinary wealth generation may soon decelerate.
05/28/2015
East Capital gets asset management licence in Hong Kong
East Capital has been granted a licence by Hong Kong’s chief regulator to market its products in the city.
05/28/2015
Why You Should Care About Family Office Values
Asian family offices are at a nascent stage of development; while they are keen to progress, there are clear philosophies they don’t see the need to change.
05/28/2015
AZ Next Generation Advisory acquires Pride Advice
AZ NGA acquired today a 51% underlying stake in Pride Advice
05/28/2015
CIMB Offers Global SMA Platforms To High-Net-Worth Individuals
CIMB Private Banking said SMA would provide investors access to investment strategies from leading global asset managers
05/28/2015
Why You Should Care About Family Office Values by Britta Pfister, Distinguished Fellow, INSEAD
Asian family offices are at a nascent stage of development; while they are keen to progress, there are clear philosophies they don’t see the need to change.
05/26/2015
Stockbroker Plans to Hire Up to 30 Australian Private Wealth Advisers
Plans to hire as many as 30 private-wealth advisers across Australia as its new head of wealth management seeks more business from pension savers and rich investors.
05/26/2015
Singapore banks pivot towards wealth management
They see shift to digital powering growth in this area and retirement planning for the masses; technology would also protect against mis-selling by their sales force
05/26/2015
Invest with a Rich lister: Peter Scanlon opens his family office to outsiders
Peter Scanlon wants to help other members of the BRW Rich List be as successful as he has been as an investor