10/05/2022
They include managing director and China market leader Luke Chiu, director and team leader Nelson Hui alongside two relationship managers, Hong Kong team director Steven Lau and another two senior private bankers last month.
10/03/2022
While the private banks tried to replicate in-person shindigs with Zoom seminars and learning portals during the pandemic, these didn’t always succeed in sufficiently engaging the next generation.
09/30/2022
Exclusive to its Priority Banking2 segment, clients can earn up to 3.50% p.a. interest on the first SGD500,0000 of deposit balance with no lock-in period and no spend criteria.
09/30/2022
The average assets under management for Chinese family offices increased threefold last year compared with three years earlier, according to a study.
09/29/2022
In the M&A any involvement league table, Credit Suisse jumped from 11th to sixth place, recording five deals worth $9.9 billion.
09/28/2022
The new research by Standard Chartered identifies the potential for retail capital mobilisation across 10 growth markets, highlights barriers faced by currently faced by investors, and provides solutions to expand sustainable investing into a mainstream
09/27/2022
The number of millionaires is expected to double by 2026, according to Credit Suisse’s annual Global Wealth Report.
09/27/2022
WMI also announced the co-development of a philanthropy guide on donor-advised funds with Private Banking Industry Group.
09/26/2022
Swiss bank UBP returns to Chinese markets
Villamin said UBP saw some “hope” that there would be more stimulus measures ahead of and after the Communist Party Congress in October.
09/23/2022
Legacy planning can take many forms, depending on what families hope to achieve, how large or complex the family is, what types of assets they invest in, their risk tolerance, and investment philosophy.
09/21/2022
Wealth per adult rose 8.4% to USD 87,489. Setting aside exchange rate movements, aggregate global wealth grew by 12.7% in 2021, which is the fastest annual rate ever recorded.
09/21/2022
The breadth and depth of institutions here also give them ready access to global and regional financial markets while providing a full suite of wealth management services to meet their every need.
09/21/2022
The cooperation between GROW and Julius Baer will undoubtedly create value for these clients and support our growth plans for this important market.
09/16/2022
For private debt, 2022 may be the year the asset class goes mainstream in wealth management
09/15/2022
The Swiss private bank has set up four pillars to help ultra-rich clients planning to set up family offices.
09/15/2022
Billionaire suing CS Trust for damages tied to banker’s fraud
09/15/2022
Citi Private Bank survey shows Asian family offices second least optimistic when predicting returns for the next year.
09/14/2022
The Swiss bank has benefited from the growth of family offices and its asset management service strengthens its overall investment platform, said Ranjit Khanna.
09/14/2022
The demand from both older and newer generations of (U)HNWIs are spurring a development in private asset offerings for single and multifamily offices.
09/13/2022
In particular, she was keen to emphasise her passion for a truly empathetic and holistic approach to helping private clients and their families curate robust legacy and succession planning with a multi-generational perspective.