Managers of Wealth Asia Pacific

When advice makes all the difference

Pictet's Dominique Jooris says tailoring portfolios to one's preference and risk tolerance makes the job unique

Maybank Private Wealth – Giving the Right Investment Advice

Gold: Investment Advisory Services and Human Captial Development

BMO Private Bank – Helping Asia's Wealthy Prepare for the Future

Silver: Estate Planning and Succession, And Human Capital Development

UOB Private Bank – Delivering Consistent Results for Clients

Gold: Risk And Compliance And Risk Profiling, Silver: Investment Team Of The Year And Investment Advisory Services

Vistra – An Independent and Trusted Adviser

Silver: The Trustee Team of the Year

Netwealth boosts class action involvement

It is also in response to the significantly increased number of class actions that are now around, a trend which Heine said Netwealth anticipates will continue.

Standard Chartered Private Bank – Passing on the Torch

Gold: Academy Of The Year; Gold: The Next Gen Programme

The Bank of East Asia – Meeting the Investment Needs of Mainland China's Wealthy

Bronze: China Team of the Year

Praemium signs wealth management heavyweight

Morgan Stanley head of institutional equities and wealth management Ian Chambers said managed accounts are becoming an increasingly important part of MS's financial product suite.

Credit Suisse Adds Fintech to Hong Kong Digital Push

The Zurich-bank is releasing Canopy's technology in both traditional and simplified Chinese for the Hong Kong market – a nod to Credit Suisse's biggest market in Asia.

A Look At Changes In Wealth Management Revenues For The Industry's Largest Players

We capture the impact of changes in wealth management revenues on the share price of the largest wealth managers in the world

Morgan Stanley eyes bigger presence in Chinese market

With more than two decades in China, Morgan Stanley is still expanding from equities to asset management.

Northern Trust named as custodian for HKBU’s endowment fund

Northern Trust had approximately US$10.8 trillion of assets under custody or administration globally as of March 2018.

Citi launches currency product, targets HNW investors

Machet said in recent years the mix of customers' investment transactions would be roughly one-third international, two-thirds Australian.

Growing Hong Kong wealth market faces major talent shortage

Hong Kong is a key private banking hub having $800bn of AuM in bookings according to the Hong Kong-based Private Wealth Management Association.

Asia's private banking scene heats up as European players enter fray

“We observe that all rated private banks reported significant net assets inflows in 2017. Indeed, also in previous years some banks managed to more than offset outflows by inflows in new markets, especially in Asia,”

Julius Baer Moves to New Office Launched by Najib Razak

The Zurich-based bank is not leaving the city-state though but is moving to even larger premises located close by.

Thomas Chin: «It Allows Wealth Managers to Do More With Less»

This is where automation comes in.

Indonesia’s Pinnacle launches new ETF

According to Pinnacle’s Chief Executive Officer Guntur Putra, with XPID, the company has created a better passive ETF strategy which is “far more efficient compared to traditional index funds”.

Women face bigger shortfall than men when it comes to saving for retirement: JP Morgan survey

A JP Morgan Asset Management survey found that Hong Kong investors expect to save about HK$3.4 million, 17 per cent less than the HK$4.1 million required to maintain a comfortable lifestyle after they retire

Wealth and Asset Management