07/24/2017
Hiring Pays For Julius Baer in Asia
Julius Baer believes through its Asian network it can take advantage of the region’s continued growth in investable assets.
Wealth and Asset Management
07/21/2017
Alex Fung: «Looking to Hire Selectively»
The former investment banker turned wealth manager sat down with finews.asia and finews.asia-TV in Zurich to discuss his recruiting plans, salary packages for Asia private bankers, and mergers and acquisitions.
07/20/2017
How wealth managers cater to India’s newly-rich tech entrepreneurs
Culture and myth in its investigation
07/20/2017
VP Bank plans to double headcount in Singapore
Intermediaries include family offices, external asset managers and lawyers.
07/19/2017
Alex Fung: Our Secret? We're Lean and Mean
The Swiss bank's approach is to book all assets in Zurich.
07/19/2017
Ping An's Singapore Fling. Yes, Xi Knows
The timing of Ping An's announcement is a little curious.
07/19/2017
Digital revamp for Citi wealth arm
Selva said affluent and high net worth clients still require a high degree of 'human touch'
07/19/2017
NAB Sells Consulting Business
NAB chief Thorburn has been pushing his bank towards being «smaller, leaner and simpler» not unlike his peer at ANZ Shayne Elliott.
07/19/2017
Why UPB's Villamin Thinks Japan Is a Great Opportunity
Japan's corporate cash reserves and the BOJ's ETF purchases.
07/19/2017
Swiss Bank Advises on Canary Wharf Asia Sale
Its private bank in Asia and its Swiss-based asset management arm closely cooperated in closing the deal.
07/18/2017
Immigration and the Chinese HNWI 2017
Hurun Report Releases Immigration and the Chinese HNWI 2017 in Association with Visas Consulting Group
07/18/2017
Thai junta grants king full control of palace wealth
King Maha inherited one of the world’s great fortunes when he ascended the throne in October following the death of his fathe
07/18/2017
Adapting to the shake-up in Asian wealth management
It is in this type of environment where a pragmatic but modestly optimistic view goes a long way.
07/18/2017
Investment purpose critical to advice: Nikko AM
"This process allows investors to make informed decisions but it's not taking the next step of saying that certain companies are good or bad," he said.
07/18/2017
Rothschild: Asian Clients Want Private Equity
Asian clients are also interested in the option of investing in private equity, which our merchant bank can facilitate.
07/17/2017
ANZ Wealth launches pre-assessment tool for advisers
When using the OneCare Pre-Assessment Wizard, advisers need to ask their clients a few medical questions to receive an immediate indicative assessment.
07/17/2017
Chinese Bank Makes Big Bet on Private Banking
The existing Hong Kong branch will then focus on providing corporate banking services.
07/17/2017
Lufax to launch first overseas online wealth management platform in Singapore
Pure online wealth management platform that will serve retail investors all over the world.
07/14/2017
CreditEase Wealth Management Became an SEC Registered Investment Advisor
CreditEase Wealth Management provides optimal global asset allocation services to high-net-worth clients with controllable risk and expectable return.
07/14/2017
Designing for humans in wealth management
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.