11/29/2016
But wealth managers need to more actively delineate between generational differences that are brought about by cultural context versus those brought about by lifecycle.
11/29/2016
Pity the forecasters: criticised and confounded
11/28/2016
Bank of Singapore Completes Barclays Wealth Acquisition
OCBC Bank, has completed the acquisition of the wealth and investment management business of Britain’s Barclays Wealth
11/28/2016
Aberdeen Asset Management sees profits dive to £352.7m
Our investment teams have remained dedicated to following our fundamental investment processes in pursuit of consistent long term performance and we have seen a recovery in equity performance.
11/28/2016
Lombard Launches in Singapore
The Lombard International Singapore office is located at Asia Square Tower 1 in the heart of Singapore’s business and financial district.
11/28/2016
It will use data that includes market information of the Great Depression in the US from 1929-1939 and Black Monday in October 1987 shared among Citigroup's global research units.
11/28/2016
If growth rates of the last decade are sustained, Asia Pacific HNWI wealth could surpass USD42 trillion by 2025
11/28/2016
Harrogate Wealth Management will offer retirement and tax planning services
11/25/2016
Where next for discretionary wealth management?
Transitioning to discretionary management has helped stabilise flows for the majority of UK listed managers
11/25/2016
Suitors Circling Australian Assets of Deutsche Wealth
The closure means the loss of 15 jobs, and sees Deutsche’s local private banking services transferred to Asia.
11/25/2016
SMP Partners confirms expansion into the Caribbean
It will operate from offices in Lyford Cay, with Stephen Turner, CEO – Caribbean Region, leading the team and Deidree Bain, Director, who is transferring from RBC, managing the operation and working with Stephen to expand the service offering.
11/25/2016
Estera CEO Farah Ballands and Group Director Richard Prosser both feature on the list.
11/24/2016
The growth in tourism and the manufacturing sector is a major diversification from decades of over-reliance on sugar exports.
11/24/2016
Credit Suisse Said Raising $2 Billion for Hedge Fund Stakes
For the hedge-fund firms, a high-profile investor can help them win institutional clients.
11/24/2016
Julius Baer said to hire Singapore private bankers from BSI
Julius Baer has stepped up its hiring of wealth managers in Asia, lured by the growing number of the region’s rich
11/24/2016
Private Banks Enhance Code of Conduct
The enhanced standards expand on the existing requirement for private banks to ensure that a client is informed of the key terms of transactions.
11/23/2016
A Review of Nedbank Private Wealth
Nedbank Private Wealth is a private bank - but it’s very readily accessible to expats, and is far from the stuffy exclusive establishment that one might expect when hearing the words ‘private bank’!
11/23/2016
Total Mena wealth has grown by 162 per cent since 2000
11/23/2016
Mutual Wealth and CII launch adviser academy
The launch of the Investment Academy is in response to a change to the CII’s Chartered firm criteria
11/23/2016
Financial assets made up more than half of a person’s wealth