Wealth Management Services with Chinese Characteristics

CITIC Securities Brokerage (HK) Limited (“CITIC Securities Brokerage HK”) has recently launched CITICS Plus, an integrated Wealth Management (WM) platform that helps the growing class of Chinese high net worth investors achieve diversification


Julius Baer Prepares Return to M&A

The Swiss banker is referring to the rising expense for stricter regulation, which has put a damper on profits and raised the bar for new entrants to the market.


Geneva Wealth Manager Poaches

Forum Finance Group was founded in 1994 in Geneva and employs some 20 staff, who manage assets worth 1.5 billion Swiss francs ($1.51 billion).


Bordier Partners in Vietnam

The move is the latest by a private bank to push beyond wealth hubs Singapore and Hong Kong, mainly by partnering with local players.


Investec AM creates regional London wealth hub

The appointments come as the firm also looks to grow its presence across Europe, having hired Richard Haxe as managing director for its European client group in September.