10/14/2018
PBI Global Awards winners announced
BNP Paribas made a string of major new hires in its North Asia division this year.
Wealth and Asset Management
10/12/2018
Rockefeller Capital Management Acquires Greer Anderson Capital
The most recent development for the firm as it continues to grow in all areas of its business.
10/12/2018
Weatherbys doubles up in Scotland as personal touch pays off
The bank, which is headquartered in Wellingborough, Northamptonshire, recently appointed Jacqui Low to its advisory board as part of its Scottish growth plans.
10/12/2018
Man Group reports asset growth
Investment performance in the quarter was mixed with strong absolute and relative performance in our momentum and discretionary long only strategies but weaker relative performance in our discretionary alternative and systematic equity strategies.
10/12/2018
JP Morgan Chase earnings rise 24 percent in third quarter
Investors will carefully analyze results from JPMorgan and other big banks
10/11/2018
Talent crunch cracks Singapore's wealth management scene despite hefty bonuses
The risk is an increased demand which would make this a candidate driven market.
10/11/2018
Step into China’s future with UBS Asset Management
China is stepping into a new era.
10/11/2018
Hargreaves Lansdown assets up three percent on inflows, market moves
The past quarter has seen an uncertain market environment and weak investor sentiment resulting in an industry-wide slowdown in net retail flows.
10/11/2018
Credit Suisse Gives Loan to $209 Million London Home Owner
Deal involved investor Nick Candy refinancing, Times reports
10/11/2018
Rockefeller Brothers Fund President to Receive Philanthropy’s Highest Honor
Heintz, one of the sector’s premier leaders on democratic institutions and civil society development, will deliver an address on the state of philanthropy in civil society as part of the November 28 ceremony at the National Museum of Women in the Ar
10/11/2018
PAM appointed by Strabens Hall to manage core portfolios
PAM invests across the asset management spectrum utilising active, passive and smart beta strategies. Portfolios are constructed using two complementary approaches, built to work together.
10/11/2018
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
10/11/2018
MobiKwik to enter wealth management with Clearfunds acquisition
MobiKwik’s 107 million plus customers will soon be able to start saving in mutual funds seamlessly from their MobiKwik app in just a few clicks.
10/10/2018
DBS’s Bancassurance business makes strides with digital transformation and serves its customers better
Singapore’s DBS Bank has been successfully building its regional footprint across Asia and at the same time implementing a dramatic digital transformation.
10/10/2018
Credit Suisse Thins Management
As a result, the bank's long-standing head of developed and emerging Asia, Alex Wade, will leave.
10/10/2018
A Wealth of Difference: Reforming the taxation of wealth
In this paper we make five recommendations which together amount to a transformation of the tax treatment of wealth in the UK.
10/10/2018
Sandaire takes £8.7m write down on team exit
Sandaire recently completed integration of Lord North Street, having initially run the two businesses as separate entities.
10/10/2018
Bordier inks partnership to enter Vietnam
Bordier & Cie Singapore and MB announce strategic private banking cooperation
10/10/2018
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.
10/10/2018
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).