03/15/2017
Guernsey Commission signs MoU with China’s insurance regulator
The MoU sets out a statement of intent to establish a framework for mutual assistance and to facilitate the exchange of information between the authorities.
Wealth and Asset Management
03/15/2017
17-064MR Credit Suisse pays $170,000 in infringement notice penalty
This Rule requires trading participants to have appropriate automated filters for their automated order processing systems.
03/14/2017
St. James’s Place launches investment plan in Hong Kong
In anticipating further growth of its Hong Kong business, the firm is now looking to introduce additional enhancements to its client proposition during the course of 2017 and beyond.
03/14/2017
Synpulse bolsters Asian banking and insurance focus
In his new role as associate partner in insurance, his primary focus will be on growing Synpulse’s insurance business in Asia.
03/13/2017
Looking for the lion’s share of UHNW trust
The firm formed various alliances to further its objectives and accelerate the value and access it has to offer to HNW and UHNW clients.
03/13/2017
A matter of good business sense
There are also a host of additional challenges that increase the cost of doing business here in Asia.
03/12/2017
Wealth managers must 'tailor plans to meet women's goals'
Market research into the preferences of wealthy women also suggests some striking differences when it comes to switching.
03/10/2017
How Bank of Singapore is building up global scale
Bank of Singapore continues to build the infrastructure and scale that is critical for success in private banking
03/10/2017
Why private bankers must act now or become obsolete
Above all, staying relevant to the needs of wealthy individuals and families in their home markets is key
03/10/2017
Australian Regulator Goes After Wealth Management Industry
ASIC's campaign is targetted at improving the standards of advice and remediation in financial services in Australia.
03/10/2017
CMB accelerates transformation of asset management business
Unified regulatory framework expected
03/09/2017
Beware of China's wealth-management reforms
This is a problem, as China's regulators well know.
03/09/2017
Breaching the mobile frontier for structured products
The innovation promises to be a win-win for everyone involved – product providers, individual relationship managers and investment advisers within wealth management firms, and also end-clients.
03/09/2017
What the world’s wealthiest can do to empower women
Ultra-high net worth individuals can adopt equality policies in their firms and invest in women-friendly businesses.
03/09/2017
State Street tackles gender equality in finance
A key contributor to effective independent board leadership is diversity of thought
03/09/2017
Wealth management goes digital with Bambu
Bambu provides an innovative, cost-effective, and efficient entry point into the world of investing and wealth management
03/08/2017
Asia Investors Put Aside Trade War Fears to Bet on Reflation
Investors are more confident governments can boost growth via fiscal policies and that inflation is picking up after a long period of highly stimulative global monetary policies.
03/07/2017
Lioncrest Global inks partnership pact for PE, venture capital deals
Said Tsung Yan Soo, founder and managing partner of Ops Capital: “Lioncrest Global has strong access into Greater China’s UHNW space, as well as to single family offices in general
03/07/2017
Macquarie, AMP take aim at ANZ’s wealth unit
The division is up for sale through Goldman Sachs, with documents for the divestment process expected to be on the desks of prospective bidders within weeks.
03/07/2017
How can we really deliver value to our clients?
Giving clients what they want is far easier said than done when dealing with Asia’s wealthy.