06/24/2014
Enhanced Competency Framework for private wealth management practitioners
The Hong Kong Monetary Authority welcomes the launch today of an Enhanced Competency Framework for private wealth management practitioners in Hong Kong.
06/24/2014
Former Morgan Stanley Private Wealth advise targets clients with £10m assets
The firm was formed last November and began managing money this year
06/24/2014
HNW Investors Find It Harder to Unplug
About 15 percent say they sometimes check their messages, while only 3 percent say they never check them
06/24/2014
U.S. and European banks have been seeking to boost their wealth businesses in Asia
06/24/2014
Those assets were held by clients in dozens of countries, including in central and eastern Europe, and some countries in west Europe, Africa and in Latin America that HSBC has deemed as not strategically important.
06/23/2014
There are a total of 283 banks in Switzerland, out of which only two - UBS and Credit Suisse - have been classified as 'big banks' by Zurich-based SNB
06/23/2014
British bank hopes technology can save customers time on phone proving identity
06/23/2014
China's market of wealth management products had grown at a rate of between 60 and 80 per cent annually for a few years before it decelerated to 30 to 40 per cent in 2013, Pan Gongsheng said in remarks published on Xinhua news agency on Saturda
06/23/2014
Earlier this month, Balls was to be found having lunch at HSBC’s private bank in St James. He was there to address the chairmen of the UK banks.
06/23/2014
“In India, there’s a lack of alignment between a private banker and an individual’s needs.”
06/23/2014
Discussions about international business and tax policy are too important to be debated
06/23/2014
Asia's wealth spurs competition for private bankers: Citi
Citigroup was the second largest private bank in Asia last year after UBS AG, according to Asian Private Banker.
06/23/2014
Who's leading wealth management market in future?
The new regulations will cause the yields of wealth management products to go down, and the current wealth management products model will face some difficulties.
06/23/2014
National Australia Bank has allegedly sent an expression of interest to 10 tech suppliers in hope to outsource the IT functions of MLC.
06/23/2014
One of the key messages it contains is that overall costs fell by almost £1 million or 7.5% compared to 2012.
06/23/2014
The Evolving Investment Management Regulation report points out regulatory uncertainty over the last few years has settled down.
06/23/2014
Banque SYZ & CO has announced the opening of a representative office in Dubai.
06/23/2014
Analysts call for tighter supervision to avoid risks
06/20/2014
Julius Baer CEO Tells Swiss to Work Harder to Keep Rich Clients
Swiss banks that want to survive need to increase their assets under management
06/20/2014
New acquisition for SPECIALIST wealth manager
As coming regulatory changes, which will reduce costs for fund members and increase compliance standards, spur industry consolidation.