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
Swiss private bank eyes HK tie-up, mulls new offices
The Swiss firm is looking to do a tie-up or acquisition in Hong Kong to expand its regional presence and is mulling further offices, potentially in Singapore and Japan
10/17/2014
East of England Award Finalists
Cambridgeshire based, Beacon Wealth Management Ltd, has been shortlisted for an East of England Business Champions Award. This time, the Independent Financial Advisers have been selected for the Cambridgeshire Business Champions Award recognising Beacon a
10/16/2014
Imagine a world in which suave private bankers have been replaced by algorithms and mobile phone app
Mobile digital private banking on the move is already a reality.
10/16/2014
Malaysia, Singapore have expertise to develop wealth management
Each of these parts contributes to a specific value-added competency, hence we must strive to enhance the regional wealth management industry
10/16/2014
These are the banks in Asia that bankers really want to work for
While private bankers in Hong Kong and Singapore can’t simply pick and choose their employers, their opinions carry more clout than in most other parts of financial services – demand for revenue-generators in Asian private banking outstrips su
10/16/2014
Swiss Banks Entering U.S. Client Disclosure Program
The U.S. voluntary disclosure program for Swiss banks to avoid prosecution for fostering tax evasion through cross-border accounts held by U.S. clients divides banks into four categories.
10/15/2014
Bahamas to Participate in LatAm’s leading event for Wealth Management
A team from The Bahamas is set to speak at the Private Wealth Latin America & The Caribbean Forum October 23-24 at the InterContinental Hotel in Miami, Florida.
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
West End's wealth management industry bites back at City with Grouse & Grape Luncheon
The event, in aid of Macmillan Cancer Support, was as much a networking event as a fundraiser, with old friends catching up over grouse baps and Laurent-Perrier.
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
PwC Wins Partner Innovation Award
"Our clients' successes are our success. From strategy through execution, we are committed to helping organizations drive transformation to improve overall customer experience in today's new digital arena.
10/14/2014
"I Knew I Would Get Fired": Sallie Krawcheck
The financial industry, despite its bad reputation, can do a lot of good in the world. But it has defined itself about money and not about meaning at all," she says
10/14/2014
Bordier & Cie Platform Managed Portfolio Service added to Standard Life Wrap
Offers a high quality, cost-effective way for advisers to manage client assets with a minimum investment of £1,000.
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
AGDelta Wins Triple Awards for Best Wealth Management Platform
AGDelta, a leading provider of wealth management platform solutions in Asia, won three awards for Best Front Office Solution at the 2014 WealthBriefingAsia Singapore on May 29th and Hong Kong Awards on June 5th respectively, as well as Best Wealth Managem
10/13/2014
UAE wealth management sector set for increasing consolidation
The UAE’s wealth management sector is on track for increasing consolidation in the coming years, as a booming economy and increased infrastructure spending attract local and international operators, according to James Fleming, the global chief execu
10/13/2014
Van Lanschot launches new wealth planning advisory service
Van Lanschot today presents a new-style wealth planning advisory service: an innovative concept that meets the increasing need of private banking clients for creation and preservation of their wealth. Richard Bruens, Member of the Board of Managing Direc
10/13/2014
Founder of Bestinvest snaps up £500m wealth manager
EQ Investors, a new wealth management business backed by Bestinvest founder John Spiers, has announced the acquisition of the Truestone Wealth Management business.
10/13/2014
UBS Seeks Bankers for French Super-Rich While Facing Fine
UBS AG, Switzerland’s largest bank, plans to hire private bankers to serve French millionaires from Geneva as it faces a possible record sanction on allegations it helped clients evade taxes in France.