07/09/2015
Switch mutual fund bets on China to US, advise wealth managers
Given that the dollar is expected to remain strong, investors could reallocate these funds to the US-based funds
07/09/2015
Given that the dollar is expected to remain strong, investors could reallocate these funds to the US-based funds
07/08/2015
Bluefield Partners says new Shanghai office will enable it to bolster its presence in mainland wealth management market.
07/08/2015
This cooperation will enable Noah to build a market-leading family office solution with global asset allocation capabilities for its clients, and is one of several key initiatives that Noah is taking to augment its global service platform.
07/08/2015
Country will account for nearly one million millionaires by 2018
07/07/2015
Targeting global asset-gathering opportunities
07/06/2015
Citi analyst Craig Williams noted that the banks' wealth arms, largely acquired in the early 2000s, had not become "the fast growing, low capital intensive earnings stream" the lenders had expected.
07/05/2015
Set up in Singapore with several large Indian diamond firms as members, Jim Rogers is one of the angle investors
07/05/2015
Sourcing clients is perhaps the most commonly cited challenge for new planning businesses.
07/05/2015
The report looked at how private banks grew their brands over the past year.
07/03/2015
Perth stockbroker to buy Entrust Private Wealth
It will become a wholly owned subsidiary
07/03/2015
DBS Private Bank, which snapped up Société Générale's Asia private banking business for $220 million last year, is still on the look-out for acquisitions as it seeks to burnish its regional ambitions.
07/03/2015
Annual China Roundtable debates latest pension reform
07/01/2015
Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates
07/01/2015
The Financial Index Wealth Accountants planning group will drop its name and adopt that of acquired group Centric Wealth, according to FIWA chief executive, Spiro Paule.
07/01/2015
Do you really need a private bank?
Private bankers are throwing the doors open as shrinking margins force the industry to widen its net
07/01/2015
Yapingguo.com raises $50 million from Rothschild Group and CID Group of Taiwan.
07/01/2015
It certainly paints a clear picture of how screwed up the entire financial system is
06/30/2015
European investment opportunities are becoming less enticing for Russia's millionaires, who are looking to the Asia-Pacific region, research reveals.
06/30/2015
HSBC returns to its roots
Bank refocuses on Asia
06/29/2015
Concerns about retirement and inheritance prompt well-heeled Chinese to consider more comprehensive ways to manage their money