Managers of Wealth Asia Pacific

Pictet's 213-Year Heritage Up for Grabs?

As ex-Julius Baer boss Boris Collardi adjusts to life as a Pictet partner, what does the star Swiss banker’s move mean for the 213-year-old family partnership?

HSBC Bolsters Wealth Services

The service will have around 600 lifestyle managers offering services in 26 languages, HSBC said in a statement on Thursday.

Investor Confidence Declined in June by 2.1 points to 101.7

Escalating trade tensions across the globe, increasing protectionism, and diverging monetary policy between the major central banks have coincided with more cautious investor positioning.

Tax Transparency and Compliance Top Priorities for Asian High Net Worth Individuals Using International Finance Centres

Views from Asia’s Wealth Management Market

Commonwealth Bank’s Wealth Unit Spin Off May Be Worth as Much as AMP

CFS Group may be worth A$5b to A$10b, according to analysts

Taiwan's secret offshore billions lure wealth managers

For Chen and his senior wealth management advisers that seems to involve an awful lot of legwork, tracking down Taiwan-born, high net-worth individuals (HNWs) and then pitching Yuanta’s case.

Hobson Wealth Partners increases commitment to NZ Markets

Hobson Wealth has also expanded its operations team in Auckland and Wellington

Pictet Braces For Collardi Breeze

The man in question is of course Boris Collardi – one of the most storied private bankers and Pictet’s newest partner.

The art of structuring the most overlooked assets

She continued, “A client’s luxury assets define who they are and should be protected just as much as their real estate, liquid funds and other investments.

Bringing wealth management client communications into the 21st century

Asian based clients are used to instant connectivity in both communications and commerce.

YBR exits key wealth business

He said the YBNRIS was a stand-alone legacy business within the broader YBR Wealth Division

CBA to de-merge wealth management and mortgage broking business

The new plan means the previously announced initial public offering of the asset management unit has been cancelled, according to CBA.

Singapore firm aims high in tough WM environment

Fund selection for clients is done through several avenues, he said.

Maybank, Singapore’s WMI to set up wealth management academy

The MWMA programme is for seven months and its syllabus includes digital awareness, data analytics, computational thinking and human-centred design, said Nora.

Jokowi says art, culture 'wealth' that needs to be developed

Jokowi said art and culture was a strength of Indonesia's that other nations did not have.

The departing employee - how feasible is it to protect client relationships?

All is well from the institution’s perspective until the employee decides to take his or her career to a competitor.

3 Influential Family Offices in India

There are more than 90 single-family offices in India collectively managing over $100 billion in wealth

One of Asia’s Biggest Private Banks Goes on a Hiring Spree

The unit of Bank of China Ltd. will recruit both externally and internally as it integrates its parent’s Southeast Asian operations, acquired over the past two years.

Wealth in Asia – opportunities and challenges

The event began with a group of top level private bank and associated wealth professionals who outlined their views on the key challenges facing private banks and other wealth firms in Asia as they strive to achieve their WM 2.0 business models.

State Street Global Advisors Releases Mid-Year Global Market Outlook: Diverging Markets Call for Skilled Stock Pickers

US Pulls Ahead, Protectionism Remains Biggest Risk

Wealth and Asset Management