08/22/2023
Family offices are increasingly sophisticated, with 6 per cent of those surveyed having more than $1 billion in assets under management and 60 per cent having an investment committee.
08/22/2023
Mr Lee said many Citi clients also moved up from Citigold Private Client to the private bank.
08/21/2023
A report from Boston Consulting Group indicates that the region boasts approximately $55 trillion in financial wealth, standing second only to North America.
08/21/2023
UBS is undergoing the restructuring of Credit Suisse following a government-brokered takeover in June.
08/18/2023
The customers were taken on during the first half of the year, according to a spokeswoman for the New York-based firm.
08/18/2023
These new additions join the bank's existing hubs in Sheung Shui, Central, Kowloon Tong in Hong Kong, and Guangzhou in mainland China.
08/18/2023
Firm returns to India private banking with Credit Suisse deal
08/17/2023
But the rise in Vuong’s fortunes may be short lived if his company follows the trend of others listed by special purpose acquisition (SPAC)
08/16/2023
The firm delivers customised private equity, real estate, private debt and infrastructure solutions with specific expertise in hard-to-access small- and mid-cap markets worldwide.
08/15/2023
This partnership aims to introduce customised model portfolios to address a wide range of investor needs.
08/15/2023
Five years after regulators urged trust firms to cut property investments, state-backed Zhongrong remains highly exposed to the flagging sector
08/14/2023
The new guidelines will reduce the compliance burden on private banks and relationship managers, while strengthening Hong Kong's position as a regional wealth hub.
08/14/2023
The highlight of the otherwise flat first-half results from AMP's New Zealand wealth management business was a more than doubling of net KiwiSaver cashflows.
08/11/2023
Catering to high-net-worth clients, SCB Julius Baer offers a comprehensive suite of wealth management services.
08/09/2023
Records a net foreign currency exchange loss of USD205,143 compared to USD137,603 the year prior.
08/07/2023
The landscape in Singapore is evolving.
08/07/2023
The company also disclosed its rebranding strategy, with the BPI private banking business soon to be known as BPI Private Wealth.
08/04/2023
This includes income derived from insurance, private banking, premier private client, premier banking, asset management and stockbroking.
08/03/2023
The two firms aim to address a large gap in the risk management industry among Asia's private banks.
08/03/2023
UBS Asset Management counts private wealth units Credit Suisse, Morgan Stanley and JBWere, among others, as some of its biggest clients.