01/05/2021
JPMorgan in Talks With China Bank on Wealth Venture
Global banks are moving into China as nation opens markets
Wealth and Asset Management
01/05/2021
J. Safra Sarasin acquires Private Banking Business of Bank of Montreal in Hong Kong and Singapore
The acquisition is expected to be completed during the course of the first half of 2021
01/04/2021
China tightens supervision of online banking wealth management products
Commercial banks have been promoting their online deposit business, which helps improve the efficiency of financial services.
01/04/2021
Indian entrepreneur looking for Middle East members for new millionaire's club
Kamath is set to unveil platform for the world's uber wealthy to facilitate mega business deals among members
12/31/2020
Heritas Capital to launch US$30m 'impact investing' venture fund by H12021
Impact investing aims to look beyond only financial metrics when assessing a company.
12/31/2020
The ESG conversation in Hong Kong
The interest in ESG is now a truly global one.
12/31/2020
Looking back on 2020, Timeless Investment overcame tough times and emerged to expand the Family Office despite difficulties faced
In 2020, the family office of Timeless Investment Management Co., Ltd. has continued to expand, and it has established branches in Singapore, Taiwan and Malaysia.
12/30/2020
Hong Kong Exchange Is Finding It Tough to Appoint a New CEO
More than seven months later and days before Li formally steps down on Dec. 31, the committee has yet to settle on a permanent replacement.
12/30/2020
A Reinvented Hong Kong Is Emerging to Become A US$3 Trillion Financial Services Wealth Management Hub
Today Dezan Shira & Associates is now living in its fifth office location and currently employs about 30 staff in the city.
12/28/2020
India’s super-rich club gets richer by 10 billionaires, wealth up 33% in 2020
The top billionaires of India now hoard a combined wealth of $483 billion, which is a fifth of India's GDP
12/24/2020
How to invest in Chinese onshore fixed income private funds
Revised QFII-RQFII scheme enables Barings to launch private fund investing in public debt in onshore market, providing a template for other investors and asset managers
12/24/2020
OCBC First Bank To Extend SORA-Linked Home Loans
The SORA home loan package offered by OCBC references the three-month Compounded Sora – a backward-looking overnight rate that is published by the Monetary Authority of Singapore (MAS).
12/24/2020
Kristal.AI's Swapnil Mishra: «Private Banks Lack a Cost-Effective Model»
The digital wealth platform caters to the affluent or emerging high net worth segment, which has between $50,000 and $5 million to invest, and aims to bring personalized investment advice to them at a mass scale using artificial intelligence.
12/24/2020
Growing family wealth in uncertain times
Ping An Bank Private Banking finds strength in digitalization and innovation to meet the needs of UHNW clients amid the pandemic
12/22/2020
Lessons from 2020
Academics have argued for years that the US is past its best.
12/22/2020
China Adds First Bad Debt Manager in Over 20 Years
According to data from the regulator, outstanding non-performing loans at Chinese commercial banks reached 2.8 trillion yuan ($430 billion) at the end of the third quarter, the highest since at least March 2009.
12/22/2020
The global economy’s recovery should continue, above consensus by John Vail, Chief Global Strategist, Nikko AM
Investment Insights by our experts and thought leaders
12/22/2020
RBC Wealth Management Grows Alts Offering
RBC Wealth Management, which has C$1.1 trillion of assets under administration and C$836 billion of assets under management, has made Asia’s global families a focus of its growth efforts in the region.
12/21/2020
MAST 2021 Outlook: The Great Normalization
After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.
12/18/2020
Bank owned advice group culls low touch clients
The institutionally-owned high-net-worth advice group has written to general advice clients recommending they commence self-directed investing, as its parent company pursues a strategy to target wealthier individuals.