08/31/2018
Klaus Wellershoff Hires Private Banker for Geneva Office
The advisory firm hired an experienced private banker to lead the office.
Wealth and Asset Management
08/31/2018
Nikko launches global disruption fund
"The fund will enable Australian investors to access early-stage and emerging companies through listed global equity markets," Wood said.
08/30/2018
Hubbis Award for Excellence in Indian Wealth Management: Anshu Kapoor, Head of Edelweiss Private Wealth Management
Kapoor explains that today, acknowledgement by clients and industry talent is the powerful reinforcement that he and his team at Edelweiss are on the right track.
08/30/2018
Partnership Advisory Model Drives Client Relationships and Outcomes
The company was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
08/30/2018
Private Banks Are Starting to Breach the Wall Around China's Wealthy
Global wealth managers have been seeking to tap into the second-biggest pool of ultrarich people for years, but regulations and tough domestic competition stood in their way.
08/30/2018
Mason Group aims to expand Asia WM unit
At the time of the acquisition, Harris Fraser had 14,000 high net worth clients across Asia-Pacific.
08/29/2018
The $6b Hong Kong residential enclave that cost $41,000
The family has kept copies of the site's rent rolls over the years and they make fascinating reading.
08/29/2018
Singapore’s Global Investor Program Attracts Wealthy Migrants
The money can be used to start a new business venture or invest in a government-regulated fund that invests in Singaporean companies.
08/29/2018
HSBC Private Bank attracts $1bn alternative inflows in Asia
We are observing growing interest in Asia for hedge funds as clients are increasingly seeking greater diversification and uncorrelated exposure to their equity exposure
08/28/2018
Singapore advice firm IFS strikes deal with wealth manager
Emails sent to clients three months after IFS lost a High Court case against Old Mutual International
08/28/2018
Indosuez WM has high hopes for DPM in Asia
Another driver of discretionary in Asia is the second generation of wealthy families taking over.
08/28/2018
For the World's Super Rich, Litigation Funding Is the New Black
Sydney’s AMP attracted five class action suits within weeks
08/27/2018
Luxury lifestyle brand launches in Singapore
“We hope to be a trusted partner to people living in Singapore for all things lifestyle, so they can live the good life easily.”
08/27/2018
Wealthy Chinese find currency controls crimping overseas investment options
Wealth manager CreditEase also says investing in fund-of-funds offers the benefit of allowing diversification of assets to mitigate risk
08/27/2018
Boutique manager Lipman Burgon warns on adviser exodus
The firm came out of Investec's private bank in 2011.
08/27/2018
Insurance Solutions tailored to the Needs of Asia’s High Net Worth Community
The interest rate environment will impact the life insurance market, he explained, as many clients are using premium financing as their funding method.
08/27/2018
Sanctum Wealth Management launches global allocator strategy for clients
The benchmark index of Sanctum Global Allocator will be 75 percent MSCI Development and 25 percent MSCI Emerging Markets.
08/24/2018
Platinum Asset Management showers investment team with rewards
Most of it went to the business's investment team; Platinum has 98 staff, 31 of which are involved in stockpicking, and it manages more than $25 billion.
08/24/2018
ClearView results up despite adviser earnings drop
Ten advisers left Matrix Planning Solutions and ClearView Financial Advice, dropping the overall adviser total to 233.
08/23/2018
HSBC Private Banking on Asian recruitment drive
As many Asian territories continue to drive global economic growth, this wealth creation is expanding the number of high net worth individuals in need of private banking services