04/12/2017
Wealth management needs a digital upgrade
People increasingly have to provide for their own retirement or save extortionate amounts to get on housing ladder.
Wealth and Asset Management
04/12/2017
Adapting to changing times for IFAs in Asia
The firm then saw an opportunity to accelerate its access to Asia by acquiring The Henley Group.
04/12/2017
Credit Suisse’s Focus Is Asia’s Entrepreneurs
The bank’s Francesco de Ferrari says merging investment and private banking pays off for Asia’s wealthy.
04/12/2017
Ric Edelman Says The Future Is Coming Faster Than You Think
Advisors must fundamentally rethink their business over the next 10 years, or risk becoming extinct.
04/12/2017
Hargreave Hale reports record FuM
Last year, the firm relocated its Blackpool headquarters to a new purpose built site, paving the way for expansion and a recruitment drive which has resulted in the appointment of more than 31 front and back office staff since the move.
04/11/2017
Chinese Group Buys European Wealth Manager
This transaction is a significant milestone for us and a strong endorsement for our business.
04/11/2017
Nikko Asset Management builds on advances at home to target overseas clients
While it's “still too early to say we are very successful overseas
04/11/2017
UBS wants to be Wall Street's greenest bank
There is this misconception that there is a trade-off
04/11/2017
RBC and City National Bank To Open First Co-Branded Office
An overlapping clientele created a unique wealth management opportunity.
04/11/2017
Credit Suisse, Stand Chart, Julius Baer hire 200+ Asian bankers in 12 months
Some of the new hires came from Collardi’s old employer, Credit Suisse.
04/11/2017
The changing shape of Asia’s private banking sector
Singaporean banks and Swiss specialists step up their presence in the sector
04/11/2017
Bank of America’s Vision of Wealth Management
Bank of America attracted $18.9 billion in long-term flows, reflecting a shift from brokerage to asset management.
04/10/2017
5 Hats Every Wealth Manager Must Wear
In our industry wealth managers aspire to deliver holistic solutions to the affluent.
04/10/2017
Singapore's DBS to boost private banking in London
SE Asian bank sees post-Brexit opportunities after Indonesian outflow from home market
04/10/2017
DBS Sees Opportunity in Brexit
Singapore's largest bank thinks the recent Brexit vote by the U.K. could lead to more business links between Asia and Britain.
04/10/2017
Largest Wealth Managers in Asia: AUM Table 2016
Pervasive regulatory requirements did not help their business cases.
04/10/2017
Nikko expands Ucits range with EM multi-asset fund
Nikko said the fund will target an excess return of Libor plus 5 to 6 per cent over a time horizon of between three and five years.
04/10/2017
HSBC Global Asset Management to Unite Emerging Markets Local Debt Fund with Emerging Markets Debt Fund
A combined and therefore broadened exposure to the hard and local currency debt segments brings clear diversification benefits since each has varying reactions to market impacts, different drivers of return, and can capture different phases in the economi
04/10/2017
The BSI Name is Now History
The completion of the legal integration of BSI’s current Swiss business marks a major milestone in the integration process, which remains well on track.
04/09/2017
CreditEase Wealth Management and Tishman Speyer Become Global Strategic Partners
Many of our cooperative projects focus on value increase and rely on effective post-investment management to unlock values.