10/17/2014
DBS and OCBC's private banks among top ten wealth managers in Asia
Asian banks garnered a record 13.2 per cent share of these assets from 11.5 per cent in 2012.
Wealth and Asset Management
10/17/2014
China’s Rich Targeted by Taiwan Vying With Singapore, HK
Hong Kong and Singapore are similar to us in geography and size and they are our competitors in terms of financial development
10/16/2014
Singapore gold trade set to keep glittering
Gold prices may have come off historic highs in recent months but the market here for the glittering metal is shining brighter than ever.
10/16/2014
These are the banks in Asia that bankers really want to work for
Private banks are fond of talking up their expansion plans in Asia the world’s fastest growing region for private wealth
10/15/2014
China HNWIs dangerously overconfident: Julius Baer
A strong entrepreneurial spirit has made Chinese high-net-worth individuals (HNWIs) dangerously overconfident about meeting unrealistic investment goals, warn executives at Julius Baer.
10/15/2014
UBS Limited opens first ground-floor presence in Asia Pacific
"UBS's business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland, complemented by its Global Asset Management business and its Investment Bank.
10/15/2014
More than 140 high HNWIs and advisers attended a Guernsey private wealth management event in Shanghai yesterday
The event, ‘Partnership advantage – Guernsey wealth management services explained’, was chaired by Wendy Weng, Guernsey Finance’s representative in Shanghai
10/14/2014
Partners Wealth Group expands its WA footprint
PWG's newest acquisition also brings with it considerable growth prospects.
10/14/2014
Gatekeepers critique fund firms’ sales strategies
In the first of a two-part series, private banks’ product selectors give their views on how mutual funds are sold.
10/14/2014
Australia Has Instituted Special Super-Easy Immigration Laws For Chinese Millionaires
The changes to the SIV will take effect during 2014/15 while the Premium Investor Visa will be introduced from July 1. Read more: http://www.businessinsider.com/r-australia-to-ease-immigration-rules-for-chinese-millionaires-2014-10#ixzz3GA95RqAh
10/13/2014
Royal Bank of Scotland to sell its private banking business in India
The British bank, in which the state holds 81 per cent shares following a bailout in 2008, is under pressure to consolidate its overseas operations and focus on the home market to support economic growth.
10/08/2014
Tapping the financial planning potential of offshore Australians
You can either do it yourself, or get some financial advice, but there’s generally so much complexity there
10/08/2014
Asia private banks get US amnesty warning
Private banks in Asia could well be next under the spotlight as US authorities step up their campaign to clamp down on tax avoidance, according to Latham & Watkins.
10/08/2014
How liquidity pools can ease super-rich family affairs
But the Myers remain an exception to the norm, according to one of the world’s leading advisers to super-rich families across the globe.
10/08/2014
Private Banking Special 2014: The Rise Of Asia
Singapore and Hong Kong offer service quality, professionalism and expertise, writes Fouad Hamiyeh, head of UAE Offices, Crédit Agricole Private Banking.
10/08/2014
Family Business Succession - A Malaysian Perspective
Family business succession in Malaysia is a relatively new phenomenon. So new it is that there are very few professionals who can claim to have a high level of expertise on the matter.
10/07/2014
ANZ Wealth joins Monash-CSIRO Super Research Cluster
The pre-eminent retirement incomes research organisation, the CSIRO-Monash University Superannuation Cluster, has secured another significant private sector backer with the decision by ANZ Wealth to join its ranks.
10/07/2014
Founder Of Taiwanese Financial Service Conglomerate has died
Tsai Wan-tsai, the Taiwanese billionaire that founded family-controlled financial services conglomerate Fubon Group, has died at the age of 86.
10/07/2014
Ray White distances itself from Wealth Market
Property giant Ray White has moved to distance itself from family-owned Wealth Market, stressing it will have no directional affiliation with the soon-to-be-launched venture.
10/07/2014
Paradigm Wealth Management acquires Melbourne-based practice
Melbourne-based advisory firm Paradigm Wealth Management has almost doubled its funds under advice to $350 million following the acquisition of independent planning practice, Portfolio Managers.