Managers of Wealth Asia Pacific

ClearView Wealth in $20m bid for Matrix

It’s about the quality of what we are trying to achieve

Wealth firm talks up SMSF tax benefits

Business owners currently renting are potentially missing out on millions by not purchasing the premises and placing it in their SMSF to claim associated financial benefits, according to a wealth manager with a strong mainland Chinese presence.

Funds gaining traction in discretionary portfolios

JP Morgan Private Bank and UBS Wealth Management see increasing use of funds in discretionary portfolios. A house view is also seen as synonymous with use of funds.

Yellow Brick Road completes acquisitions, revenues up 27%

Yellow Brick Road has completed the acquisitions of Vow Financial and Resi Mortgage Corporation, a key milestone in its strategy to become a leader in the ‘non-bank’ sector.

Wealthy Chinese offer rich pickings

As a result, investment managers are instead looking to the wealth management market, where the brave are breaking new ground in search of market share by selling sophisticated, risk-adjusted products.

'Pragmatic’ planners moving off high cost platforms

McMahon said she believed the Future of Financial Advice (FOFA) changes had acted as a catalyst in the change of attitude on the part of planners, particularly the greater transparency around fees and charges, including fee disclosure statements.

'Pragmatic’ planners moving off high cost platforms

A senior and experienced cohort of financial planners, many of them dealing with high net worth clients, are choosing to find cost savings for both their clients and themselves by moving away from expensive platforms

Private banks losing identity: MFO head

Asaf Berman, Singapore CEO of Swiss multi-family office Nutrimenta, talks about credit investing and why he thinks private banks are harder to deal with these days.

EFG AM on buildout, plans multi-asset fund

EFG Asset Management is hiring staff in Hong Kong and Singapore for its investment and sales teams and aims to enter the retail market in Singapore, said its global chief investment officer.

Taming the tiger: marketing in Singapore

Why is Singapore, one of the four Asian Tigers, such a unique regional proposition and power?

CHOICE calls for ban on asset-based fees

Consumer advocate group CHOICE has called for more stringency around financial advice conflicts of interest, such as asset-based fees, stressing regulation is the gateway to restoring trust in the profession.

China fund defaults expose foreign partners to shadow banking risk

Foreign joint venture partners of Chinese mutual fund companies fear they will have to bail out investors in one of the shadiest patches of China's shadow banking system

RBS could split Coutts International to woo Asian buyers

RBS will start the process saying they are selling it as a whole

NAB gives advisers 3 years to meet tougher standards

National Australia Bank and MLC financial planners have three years to meet the new education standards, which require advisers to hold tertiary qualifications.

Alipay offers new wealth management platform

The company expects total transaction size to grow to 1 trillion yuan

China details wealth-management assets

Wealth-management assets in China’s banking sector jumped more than 23% in the first half of this year, but most of these are either invested in low-risk securities or cash

Religare part-purchases Prime's portfolio business

Anantakrishnan and team move over with clients

Friends Provident launches website aimed at non-resident Indians

Friends Provident International has launched a new website with a section dedicated to non-resident Indians.

Best private bank for Asia announced

Asia now accounts for half of the private bank's global structured product sales.

CreditEase appoints head of offshore wealth

Former Asia head of wealth management at consultancy Towers Watson

Wealth and Asset Management