08/10/2021

UBS Launches Wealth Management JV in Japan

Soon thereafter, the two groups established a consultation and event organizing company to identify prospective new clients and began cross-selling each other’s products into their respective client bases.

08/10/2021

NAB eyes HNW expansion with global banking buy

NAB has doubled down on the high-net-worth advice space months after unloading MLC to IOOF, purchasing a global bank’s consumer business that it says will create opportunities to better serve sophisticated investors.

08/10/2021

Pictet AM receives QDLP licence

Pictet Asset Management’s wholly foreign-owned enterprise (WFOE) in Shanghai has registered as a Qualified Domestic Limited Partner (QDLP) Manager with the Asset Management Association of China (Amac).

08/05/2021

New shareholder at Crescent Wealth

Crescent Wealth managing director Talal Yassine also announced two departures from the board - Samier Dandan and Hilal Yassine.

08/05/2021

Barings launches third China QDLP fund

Beijing introduced the QDLP in 2012 and has since granted a total quota of US$10 billion under the scheme in eight Chinese cities and provinces.