02/18/2014
Australia's Findex to take over Centric Wealth
The combination of the two businesses creates one of Australia's largest, non-aligned financial advisory organizations
02/18/2014
The combination of the two businesses creates one of Australia's largest, non-aligned financial advisory organizations
02/17/2014
"The small-cap sector is extremely important to Credit Suisse and our institutional and private banking clients," he said.
02/17/2014
Property giant opens Hong Kong office, goes after HNW investors
This follows the opening of its Singapore office in September 2013 which also drew interest from HNW investors in that city state.
02/14/2014
Mark Biddlecombe the client services director for Nerine in Guernsey attended the Private Wealth Leaders India conference in London on 29 January as a panellist.
02/13/2014
Thursday's rules follow a draft published last April which followed the arrest of several market participants who were accused of front-running trades and running books privately.
02/12/2014
BNP Paribas Wealth Management today publishes the second edition of its Individual Philanthropy Index, which measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and for the first time, the United
02/12/2014
For the third consecutive year, Asia Asset Management has recognized Northern Trust for "Best Client Servicing in Asia-Pacific," citing its commitment to personalized client service, integrated business intelligence, product innovation and custo
02/12/2014
Citibank Taiwan eyes OBU wealth management market
With Taiwan's de-regulation of the offshore banking unit business, Citibank Taiwan announced yesterday its further expansion in Taiwan's OBU wealth management business by partnering with Allianz Global Investors Hong Kong Ltd., Value Partners Lt
02/12/2014
Standard Chartered is looking to sell its Swiss private bank as part of its plan to get rid of several non-core businesses as it sharpens its focus on Asia, Africa and the Middle East.
02/11/2014
ANZ’s Global Wealth Division has improved business performance in the last quarter of 2013, which is mostly attributed to product cross-sell
02/11/2014
Chinese e-commerce company Alibaba Group Holding Ltd. is set to roll out its first wealth management product Friday after launching its popular Yu’E Bao investment service, according to Alibaba’s payment affiliate.
02/10/2014
Myer leads nation on family wealth front
THE deeply private Myer Family Office has cemented its reputation as the nation's premier manager of money for wealthy families after being named the best family office service in Australia, in the prestigious annual Euromoney awards for private bank
02/10/2014
Big Chinese Internet Companies Are Competing Head On Against Chinese Banks
In the absence of higher returns on their savings, households searching for yield continue to seek out wealth management products and other financial products.
02/07/2014
The move is intended to get some of Morgan Stanley’s successful institutional culture in Australia through to its retail arm and provide some stability after a handful of leadership changes.
02/07/2014
The Singapore-registered company, which recently demerged its various joint ventures in the fund management business in Malaysia, plans to launch one product every two months.
02/07/2014
Higher regulatory costs and lower margins have played into the hands of the global private banks that have been able to weather the storm better than their smaller peers.
02/07/2014
Deutsche Bank will be looking to capitalise on this candidate movement by cherry picking senior bankers.
02/06/2014
Foreign banks in Taiwan are gearing up to tap the huge market potential for wealth management created by the upcoming large-scale relaxation of the OBU business, under the auspices of the country's free economic pilot zone,
02/06/2014
South Korea, Singapore, and Taiwan have been pursuing the development of their medical tourism industry, capitalizing in part on the growing demand for their services among China's nouveau riche
02/05/2014
This is the first of four papers that will be released during the year, each analysing a phase of the wealth management customer journey.