04/13/2017
Wealth management firm expands
The firm, which has more than 60 offices nationwide, will service clients in the local government area of almost 36,000.
04/13/2017
The firm, which has more than 60 offices nationwide, will service clients in the local government area of almost 36,000.
04/13/2017
A key issue is the fact that many advisers today are not certified financial planners.
04/13/2017
“The industry is going to become extremely polarised,” he predicts. “And we see a big opportunity.”
04/13/2017
AsianInvestor also recognised Nikko AM's success in growing assets under management by nearly 8 percent to JPY 19.93 trillion (USD 170.9 billion) by December 2016
04/13/2017
DBS is joining rivals including Oversea-Chinese Banking Corp (OCBC) in vying for a slice of an Indonesian wealth-management market made more alluring after the nine-month tax amnesty spurred individuals to reveal some US$365 billion (S$511.43 billion) of
04/12/2017
Some of the new hires came from Collardi’s old employer, Credit Suisse.
04/12/2017
The year also saw other initiatives such as the expansion of Lombard International’s global footprint.
04/12/2017
Shields added investors are seeking independent financial advisers and telling them exactly what they want
04/12/2017
UOB Private Bank, also Singapore based, lifted its AUM to $32bn, an increase of 23 per cent, after launching wealth services just two years ago. Singapore’s DBS is still Asia’s largest homegrown private bank with $81bn, growing 8.3 per cent la
04/12/2017
The amount contracted 4.7 per cent in 2015 as the region's economic growth slowed and mounting regulatory pressure forced banks to reject some clients.
04/12/2017
Global high net worth life provider Lombard International saw its new business premiums rise to a record €4.5bn (£3.85bn, $4.78bn) over the last year, on the back of cited geographical expansion and strategic acquisitions.
04/12/2017
They have lost favour amid concerns over rising US interest rates.
04/12/2017
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the WealthBriefingAsia Awards are designed to recognise companies, teams and individuals that the judging panel deemed to ha
04/12/2017
The firm then saw an opportunity to accelerate its access to Asia by acquiring The Henley Group.
04/12/2017
The bank’s Francesco de Ferrari says merging investment and private banking pays off for Asia’s wealthy.
04/11/2017
This transaction is a significant milestone for us and a strong endorsement for our business.
04/11/2017
The rate of growth at regional private banks has outstripped that of global peers
04/11/2017
While it's “still too early to say we are very successful overseas
04/11/2017
Singaporean banks and Swiss specialists step up their presence in the sector
04/10/2017
SE Asian bank sees post-Brexit opportunities after Indonesian outflow from home market