06/12/2019
Platforms and Technology: Into the Digital Future of Wealth Management in Asia - Philippines
Client-facing digitalisation is slow to appear in the Philippines, where there is more back-office activity thus far.
Wealth and Asset Management
06/12/2019
Appleby Champions Workplace Diversity And Boardroom Representation With Its Female Leaders Network
The network brings together a group of senior women in business, to meet on a regular basis to discuss a variety of topics including how to develop talented women within an organisation.
06/12/2019
Customer satisfaction hinges on fulfilling specific needs: Forrester
CX performance is mostly flat but showing early signs of making gains, with leading brands relying on emotion to build loyalty
06/12/2019
Rockefeller Foundation’s Rajiv Shah explains how tech can actually help save the world
Simply working at Facebook doesn’t cut it.
06/12/2019
SCB Julius Baer Launches Thai Wealth Report
The Thai wealth market has grown tremendously in recent years and this trend is expected to continue as the overall population grows wealthier.
06/12/2019
Quilter completes acquisition of Lighthouse
I’m delighted to welcome the staff, advisers and clients of Lighthouse to Quilter and Intrinsic
06/12/2019
Edelweiss Asset Management launches retirement plan in its schemes
According to the fund house, the Retirement Plan gives investors enough flexibility to plan their retirement.
06/12/2019
UBS Collaborates With Artist Federico Herrero to Celebrate 26 Years as Global Lead Partner of Art Basel in Basel
My site-specific interventions around the world have shown me the transformative impact art can have on communities
06/11/2019
Murli Adury: Why HSBC Jade’s Special Qualities are Ideal for Asia’s HNWIs
In early January this year, HSBC Hong Kong formally launched ‘HSBC Jade’ as a standalone proposition targeting to offer a “unique combination of personalised relationship management, advanced wealth solutions and luxury lifestyle service
06/11/2019
UBS Open Expanded Manchester office
UBS has doubled the size of its regional business over the past five years and now has offices in Manchester, Leeds, Newcastle, Edinburgh, Jersey and Birmingham, as well as a presence in Wales, the South West and Glasgow.
06/11/2019
EFG International to enhance its offering for Independent Asset Managers
The new offering will be launched on 01 September 2019.
06/11/2019
Canaccord Genuity Buys Australian Securities Firm
Agreement substantially increases scale of the Company's wealth management business in the region and establishes a significant platform for expansion in Australia
06/11/2019
Basel WM eyes team expansion with new hires
The firm recently expanded its Zurich office
06/10/2019
Van Lanschot Kempen completes share buy-back programme
The programme was announced on 21 February 2019.
06/10/2019
UAE gold prices soar by nearly Dh8 per gram in over a week
Latest rate is highest since August 2018
06/10/2019
Why bankers can’t stop running
What is it about the world’s simplest form of exercise that so appeals to Wall Street?
06/10/2019
Targeting the Global Wealth Community with QUO’s New ‘One-Stop’ Execution Platform
As the fund and wealth management sectors converge,” Lawton explains
06/10/2019
Wealth Management Expands Rapidly as the Onshore Market Evolves Apace
The delegates learned how the wealth management industry is adapting as the onshore proposition expands and as more international private banks and other players enter the local market.
06/10/2019
Asian wealth moves to discretionary management and ESG investments
The momentum to move wealth into financial assets that covet ESG themes is gathering pace, especially as a more environmentally-aware generation starts to place investments
06/10/2019
Hargreaves Lansdown apologises to customers locked in Woodford fund
Woodford Equity Income Fund was on investment platform’s favourite funds list