08/09/2015
Wealth management is an industry built on trust
Trust games: Europe’s NextGen HNWI more sceptical than US peers
Wealth and Asset Management
08/07/2015
SJP and Rowan Dartington tie-up to drive UK and Asia expansion
Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.
08/05/2015
Family offices flourish as China’s ultra-rich strive to preserve their wealth for generations
Chinese magnates are setting up firms to help manage their family fortune and pass it down to their children and relatives
08/05/2015
Rice Warner: Bricks and mortar underpin Australia’s concentrated private wealth
The underlying statistics present both a challenge and potential opportunity for FSC delegates to visualise over the next two days.
08/04/2015
BMO Private Bank sets out Asia expansion plans
BMO Private Bank's new Asia CEO has been given a remit to grow the size of the firm's regional assets.
08/04/2015
Labuan International Business and Financial Centre Targets Indonesian Businesses with Regional Expansion Aspirations
Midshore international business and financial centre marks silver jubilee with ASEAN roadshow
08/03/2015
Taking a different approach
Asian family offices increasingly probe alternative assets seeking higher yields
07/31/2015
APRA: The big disruptor in banking isn't technology - it's Millennials
Banking is in the midst of a massive shakeup widely believed to be a result of technological innovation.
07/31/2015
Why UBS and Credit Suisse aren’t offering big money to hire Asia’s best bankers
UBS and Credit Suisse are both all about Asian private banking right now.
07/31/2015
Swiss bank UBP sees its China fund business doubling by year-end
UBP set up the asset management joint venture in China in late 2014, aiming to grow the presence of the company in the Asian market. The firm currently manages $400 million.
07/31/2015
AP Group, the parent company of AP Executive, celebrates its 25th year anniversary
The vision of the company was conceived by founder and CEO, Gina Le Prevost, a professionally qualified and experienced recruitment specialist.
07/30/2015
State Bank of India ventures into wealth management
Our wealth management services will be offered to different class of people customers.
07/30/2015
Between fact and fiction: the Rothschilds in China
The Rothschilds were said to be the wealthiest and most mysterious banking families in Europe during the 19th century
07/30/2015
Noah inks deal with Swiss private bank
The cooperation agreement will enable Noah to grow its global capabilities in research and product design and UBP to increase its reach in the Chinese wealth management market.
07/30/2015
Royal Hong Kong Yacht Club and Old Mutual International Reused Long-standing Partnership
Old Mutual International will continue its association with these programmes and events under this reuseded agreement.
07/28/2015
Wealth Enhancers departs Synchron, sets up AFSL
The financial planning firm became self-licensed earlier this year after working under Synchron since October 2006, a spokesperson confirmed.
07/28/2015
AMP, Commonwealth Bank support ethics drive for advisers
The program encompasses coaching, online training and workshops to help advisers make better decisions for clients.
07/28/2015
UBP says integration of Coutts International on schedule
Not including assets from Coutts, UBP posted assets under management of 93.1 billion francs at the end of June.
07/27/2015
Netwealth posts record year of growth & launches first private label managed account
Australia’s largest non-institutional platform, netwealth, has reported their largest year of growth on record increasing Funds Under Management (FUM) by $1.96b for the last Financial year, with current FUM at $7.6b, at the same time as announcing
07/27/2015
BHF Kleinwort Benson says not contacted by bidder Fosun
Wealth management group BHF Kleinwort Benson said on Monday that it had not been contacted by its largest shareholder, Chinese investment group Fosun, which has put in an offer to rest of the Belgium-listed company.