06/29/2021
The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools
06/28/2021
New data from Commonwealth Bank shows that COVID-19 has accelerated population shifts from capital cities to the regions.
06/28/2021
Digital wealth management in Asia - will firms seize the moment
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Nikhil Dama, Director, Southeast Asia, and SiDing Wang, Senior Analyst, Aon
06/25/2021
Rising ETF uptake seen having long-term ramifications for fund industry
06/25/2021
Not all advisers are in the same position – 65% have already passed the FASEA exam and many will have already achieved the required ‘degree equivalence’ study requirements.
06/25/2021
Owned and managed by a small number of partners, with the same families at its helm for a remarkable eight generations, the Pictet Group has been managing wealth and investments for its clients for over two centuries.
06/24/2021
CBA’s new digital lending solution, Stream Working Capital, gives businesses faster and more flexible access to cash flow using their outstanding invoices.
06/22/2021
Investment Insights by our experts and thought leaders
06/22/2021
Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth
06/22/2021
The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.
06/21/2021
The report is a must-read of any wealth manager in the region and provides a uniquely focused, accessible and relevant resource to support technology insights, planning, and strategy.
06/21/2021
May’s growth in exports, industrial production, fixed asset investment and retail sales remain robust compared to a year ago at 27.9%, 8.8%, 15.4% and 12.4% respectively as the charts show.
06/20/2021
By 2025, India is expected to have more than 10,000 ultra-rich individuals.
06/20/2021
Turkey, the UK, France, Brazil, Saudi Arabia, and Indonesia came in the top ten countries to lose more millionaires.
06/18/2021
Analysis: Pressure on Deutsche Bank highlights governance gap
The DoJ has also investigated Deutsche Bank over involvement in the $220 billion Danske Bank money-laundering scandal.
06/18/2021
Improve employee experience with process automation
Process automation can help to overcome the challenges with easy-to-use tools to automate workflows, digitise forms and to capture electronic signatures.
06/18/2021
Wealth Management Connect seen as first step toward wider cross-border opportunities.
06/17/2021
Although gains have been realized in more straightforward areas that can benefit from large-scale automation, such as payments or account opening, Laxminarayan believes that the business of wealth management is less susceptible to such pressures.
06/17/2021
MSI Finance Management has attracted about 40 wealthy families, says co-founder and vice-chairman Mario Ho
06/16/2021
Hong Kong has kept COVID-19 largely under control with stringent quarantine rules for travelers and people who may have come in contact with someone infected with the virus.