05/07/2018
To help Malaysians understand comprehensive wealth management, its issues and developing opportunities, Harveston Financial Group will be holding the country’s first integrated holistic wealth management conference on June 9
05/04/2018
UBS yesterday hosted the Asian edition of the UBS Family Office Summit in Singapore
05/04/2018
UBS said in a separate statement it aims to raise the stake in its China venture to 51 percent, up from the current 24.99 percent.
05/04/2018
The recruitment drive at the private banking unit, which started in the early 2000s, moved into high gear last year as India’s rich started shifting investments away from property and gold
05/04/2018
A large part of the investment is for ZAM (Zilingo AsiaMall) which is a B2B platform that helps local retailers to purchase from Asian suppliers directly for minimum quantities
05/03/2018
The scandals bubbling up from wealth management and financial advice divisions at the banking royal commission has only hastened the bank's decision to retreat.
05/03/2018
The bank moved to its premises in Dubai International Financial Centre in 2016 and currently has more than one hundred employees based in the city.
05/02/2018
Four of the bank's superannuation solutions experienced net outflows
05/01/2018
There have been a number of recent legal and regulatory changes in Thailand that have impact from a wealth management perspective.
05/01/2018
As a result, over the past decade or so private banks have developed suites of so-called next-generation programmes with the aim of deepening their involvement with such customers.
04/30/2018
Rising local interest rates are helping the lenders charge more for loans, and DBS is earning higher wealth management fees after acquisitions helped it expand services for millionaires in Asia.
04/30/2018
Invesco recorded net outflows of $1.7 billion and $1.4 billion, respectively, from its US and UK divisions.
04/30/2018
Inaugural awards organised by WealthAsia Media honours best practices in the wealth management industry
04/29/2018
Hong Kong’s relatively relaxed legal requirements for charitable organisations is one major draw to being the best city in the region to establish such structures
04/27/2018
The consensus is that the growth potential is as vast as are the challenges facing the industry.
04/27/2018
If you really want to do the right thing by customers we have to find a way to crack sustainable financial advice
04/26/2018
The partnership with Lombard Odier, a Swiss bank, will enable publicly listed Mandiri to improve its wealth management unit
04/26/2018
Following the acquisition, Vistra will have a global IES team of 1,300 employees and a support network of over 3,300 staff, operating in over 70 offices and 40 jurisdictions.
04/26/2018
Launched on 18 April
04/25/2018
The dozen wealth professionals attending the roundtable discussion in Hong Kong’s China Club represented a variety of global private and investment banks, law firms and independent advisory firms.