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.
Wealth and Asset Management
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
08/22/2018
Wadhawan Global Capital launches wealth management business in India
WGC Wealth will be offering investments, lending, succession, planning and protection services for investors in India.
08/22/2018
Lombard Odier in Asia - walking the talk
Nakamura envisages a gradual convergence of private banking skills to harness traditional high net worth individual (HNWI) client relationships together with high-quality asset management skills and disciplines.
08/21/2018
Unprecedented market changes can be a ‘fantastic opportunity’
Despite increased competition,the affluent and private banking market in Asia keeps growing.
08/21/2018
Corporate bond, credit risk MFs are debt investors' best bet: Sunil Sharma, Sanctum Wealth Management
How do you interpret the BSE Sensex reaching an all-time high, amid narrow market breadth?
08/21/2018
Singapore boutique courts family office capital
The firm had been managing investment funds and segregated accounts for accredited investors as a registered fund management company, according to a statement from the firm.
08/20/2018
EFG’s hire of top banker talent underlines regional ambitions in Asia
EFG International in late June announced the hiring of Richard Straus as the new head of its private bank in Hong Kong.
08/20/2018
Credit Suisse Sees Asia Wealth Race Shifting From Offshore Hubs
Seeking at least $10 billion of assets in each Asia market
08/20/2018
Mizuho, Lombard Odier ink wealth management alliance
MHSS will provide our valued clients with more advanced wealth management services than ever
08/17/2018
Nick Xiao: «Private Banks That Get China Right Will Be Rewarded»
After flubbed attempts to crack the Chinese market in the previous decade, several private banks are making a renewed push, Nick Xiao tells finews.asia.
08/17/2018
Schroders launches global target return fund in Singapore
The Luxembourg-domiciled fund, which was first launched in December 2016, had US$109.9 million of assets under management as at June 29, 2018.
08/16/2018
China’s wealth managers eye expansion to compete globally
Buttressed by China’s ever-expanding economy, Chinese wealth managers and private banks are adopting unique expansion strategies to secure a slice of the action
08/16/2018
ESG portfolio off to a good start in HK, says UBS
Bank officials said they are seeing both new money and current clients switching to the new portfolio.
08/15/2018
A world of opportunity in an ever-changing world
Experts gave their views on the best way to position client portfolios and manage their expectations in preparation for the various potentialities that lie ahead.
08/15/2018
Hong Kong philanthropist Tin Ka-ping was a man of true humility
Here’s a quote from his obituary (from Tin’s speech during his baptism at age 94) that impressed me: “Frankly speaking, I’ve been acting out of my conscience all my life. I can say without blushing that I am a good person."
08/15/2018
Speakers’ success in China should inspire more Guernsey practitioners
GF will provide a market update, with Wendy and Dorothy also discussing their latest activities and achievements in their respective regions.
08/14/2018
Will Asia’s WM firms outsource more services?
Fosler explained that although distributors in the region already have in-house portfolio construction capabilities, some of them lack expertise in all key areas.
08/14/2018
Credit Suisse Is Splitting Its Main Wealth Unit Into 7 Regions
An announcement about the split, dubbed “Project Momentum,” could come as early as this week, the people said.
08/14/2018
Wealth Management Challenges: Client Retention in the Digital Age
Yet many of the traditional wealth managers still question whether the inheriting generation will really want or expect different services/solutions from wealth managers.