05/31/2022
AMP completes transfer of Multi-Asset Group into Australian Wealth Management
The successful transfer creates an end-to-end super and investment platforms business within AMP.
Wealth and Asset Management
05/31/2022
How to build a financial services business that stands out
It means brand alignment has become a strategic priority and a key challenge for financial services leaders, something we explored on the upfront podcast with brand and communications experts Julia Streets and Michael Gough.
05/30/2022
Why Wealth Managers Have Troubles Finding Senior Executives
The largest banks in the world have been from China for at least a decade now.
05/27/2022
HSBC Announces Hiring Plans for China Wealth Unit
In addition, the bank also introduced an enhanced offering for its affluent business with the launch of HSBC Premier Elite for clients to gain access to dedicated and personalized services.
05/27/2022
JBWere seals strategic alliance with Lombard Odier
Lombard Odier and JBWere have worked in close partnership since 2011.
05/26/2022
Lombard Odier Formalizes Strategic Partnership in Australia
In exchange, Lombard Odier will be able to leverage JBWere’s local knowledge and network to grow its client base in the Asia Pacific region.
05/24/2022
UBS to Launch Banking App in Singapore
If successful, the new app which is designed to connect investors with ideas in a global ecosystem could be used in other markets.
05/23/2022
HSBC Executive Suspended Over Climate Change Comments
Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong, Kirk wrote in one of the presentation slides at the event.
05/23/2022
HSBC's Private Bank Rides Mobile Phone Trading Wave
The same platform already allows for similar trading in cash equities, exchange-traded funds
05/20/2022
HSBC AM Invests in Fintech Quantifeed
The company said the funds are earmarked to bolster its services for advisors, portfolio managers and end-customers, with improvements to portfolio design, advice and trading products as well as adding new asset classes
05/19/2022
Nomura Asset Management Establishes Sustainability Advisory Board
NAM engages in sustainability activities to address a broad range of social issues and fulfill its fiduciary duty 1 to its clients as an asset manager.
05/17/2022
What luxury items ultra wealthy Australians are buying
There are close to 21,000 Aussies who have a net worth of more than $43 million and a new report reveals how they splash their cash.
05/17/2022
Pictet AM reduces exposure to Chinese equities
The country’s worst covid outbreak is causing disruption to the economy.
05/16/2022
HSBC Taps Boutique Adviser Robey Warshaw
Robey Warshaw is working for the bank alongside Goldman Sachs
05/16/2022
EFG Bank’s Head of Wealth Planning for Asia on the Key Virtues
Despite the virus, geopolitical issues and ongoing market uncertainties, the wealth of Asia’s HNW and UHNW population remained robust, and Asia-Pacific remains one of the world’s fastest growing major regions for private wealth.
05/13/2022
Top Hong Kong Tycoon Expands Family Office
This includes senior investment manager Jacky Li who will be focused on deal execution and portfolio curator Jeffery Ho.
05/13/2022
Indosuez Wealth Management: We Recommend More Patience on China
After a tough 2021 for Chinese equities, pressure has continued in 2022 with the CSI 300 Index down nearly 20 percent year-to-date.'
05/13/2022
HSBC Taiwan aiming to lead in wealth management
The bank is to set up three big centers of wealth management, some of which are to be converted from regular branches.
05/12/2022
Yangzijiang Financial to Manage Family Office Funds
The fund will focus on growth opportunities in Asia’s middle-market businesses, with plans to invest mainly in companies at the growth or mezzanine stage and in need of a capital infusion
05/12/2022
Emigrant stakes $7bn Australian wealth firm
The company employs 28 advisors and has 39 partners, who retain an 80% stake in the company.