07/07/2016
EFG Shows Clear Conviction For Scale
It might seem an under-statement to say that EFG International’s integration of the BSI business is coming at an especially challenging time.
Wealth and Asset Management
07/07/2016
TMF Group launches common reporting standard services
In 2017, a second group of countries will implement the CRS, with the exchange of information starting in 2018.
07/07/2016
Bank Julius Baer says go for gold, bats big for India among EMs
Bank Julius Baer says go for gold, bats big for India among EMs Seventh pay commission, GST expectations, monsoon will push growth for the India, says Mark Matthews of Bank Julius Baer.
07/07/2016
Temasek Assets Drop First Time in Seven Years on China Rout
As global growth has slowed and the markets have been whipsawed by volatility, Temasek is reshaping its portfolio and tempering expectations for future returns.
07/07/2016
One of UK’s top wealth management firms aims to benefit from Brexit vote
The firm said it racked up a record number of new client wins.
07/07/2016
Impax Asset Management Net Inflows Strong, Assets Under Management Up
In the quarter, Impax received net inflows of GBP112.0 million, primarily from investors in Europe and from an initial allocation from a new North American client.
07/07/2016
Generational transition, technology and more open clients offer fresh niches for advisers in Asia, says UBP's Michael Blake
It recognises too that the industry is at something of an inflection point.
07/06/2016
Credit Suisse merges fixed income with equities in Asia Pacific
Switzerland's second-biggest lender said in March it would shave an additional 800 million Swiss francs ($821 million) off costs and cut 2,000 more jobs from its global markets division, bringing the total to 6,000 job losses.
07/06/2016
Edmond De Rothschild Group Publishes Its 2015 Sustainability Report
This 2015 report presents the five pillars of the Group's sustainability strategy and gives a complete overview of its performance and progress compared to the previous year and in the context of its new Sustainability objectives, across its Private
07/06/2016
Goldman Sachs Executives Told To Cut Travel Budgets
Employees told, “No new business, don’t go.”
07/06/2016
St. James's Place Wealth Management - Focusing On What Matters
Quality not quantity is an over-used term, but one which rings true for St. James’s Place Wealth Management (SJP) in Singapore.
07/06/2016
Wealth firm seals deal for Bath-based adviser
Money Wise CEO Malcolm Coury will leave the business following the deal.
07/06/2016
Sun Life Embarks On Path To Tap The Wealth Pipeline
After 124 years established itself as one of the leading players in Hong Kong’s insurance and MPF markets, Sun Life Financial is ready to embark on a new journey again.
07/06/2016
Adviser Critical In Developing Family Governance In Asia Pacific
Up and coming members of family businesses often struggled to be heard by traditional elders but consultants from finance, academia and law can help next-gens find their voices when challenging firmly held views.
07/06/2016
Steady growth with an eye to the millennials
It impacts both the flow and fees business, hence it is unrealistic for banks to manage their business using 2015 revenues as a baseline.
07/06/2016
Saudi Arabia Contemplates Largest Sovereign Wealth Fund
In order to make this happen, the Crown Prince must lift the shroud of mystery enveloping his nation's five huge oil fields, estimated by the Saudis to hold 260 billion barrels of oil.
07/06/2016
Goldman Executive Says Libyan Internship Was to Help Win Future Business
Goldman Sachs Group Inc. awarded an internship to the younger brother of an official at Libya’s sovereign-wealth fund in 2008 because it expected the younger brother to join the fund and potentially become an important client, an executive at the Wa
07/06/2016
Returning to the fold
The recent membership hike marks a reverse in fortune for the body.
07/06/2016
Russia Blows Through Wealth Funds As Plans Said to Focus on Debt
As it drains the reserves, net debt sales at home will more than quadruple next year to 1.29 trillion rubles one of the officials said.
07/06/2016
Ascot Lloyd receives £10m to buy other advisers
In July 2015 Ascot Lloyd bought The PFP Group to further expand its portfolio of wealth management services