09/08/2020
New UK wealth firm targets US expats
As it poaches Quilter Cheviot fund analyst to become head of research
Wealth and Asset Management
09/08/2020
Digital now a top agenda of asset and wealth managers
Asset management has been no exception to this trend, with the sector increasingly prioritising digital transformation in recent years.
09/08/2020
Tycoon moves US$6b fortune to Switzerland from Caribbean
The move illustrates the lengths many of the world’s richest people go to to protect their wealth.
09/08/2020
Digitalization of Asian Private Banking in Numbers
This is even more amplified in Asia due to a hands-on investor culture coupled with a high share of active trading, leading to more need for manual interaction with clients.
09/08/2020
Gale and Phillipson acquires Kent-based IFA
It is the adviser firm’s fourth acquisition of the past two years and brings its total assets under management to £1.2bn, managed by about 40 advisers.
09/08/2020
Singapore Fund Manager Partners Family Business Network
As a Family Partner and Steering Committee Member, Maitri will support the network’s learning and educational initiatives, aimed at helping families navigate strategic shifts in the evolution of their business.
09/08/2020
Swiss boutique unveils pair of funds under Sicav umbrella
Geneva-based group to unveil commodities and thematic strategies as part of new push.
09/08/2020
Standard Chartered Cuts Private Bank Jobs in London, Dubai
Almost 50 positions poised to be declared redundant by October
09/08/2020
Saxo Bank: Wealthy clients take the reins into their own hands
As a result, operating income of 14.1 million francs was 50 percent higher than at the same time in the previous year, as the Swiss subsidiary of the Danish Saxo announced on Tuesday.
09/08/2020
BOCHK partners with Schroders to launch Asset Allocation Solutions
Customers can make reference to the past performance of asset allocation portfolios and customise their own asset allocation
09/07/2020
Private bank of the year: Credit Suisse
Asia Risk Awards 2020
09/07/2020
Derivatives house of the year, Asia ex-Japan: UBS
Asia Risk Awards 2020
09/07/2020
Choosing security over wealth
A study in the Journal of the American Medical Association found that "lung cancer patients undergoing radiation were less likely to survive following the disruption of their treatments during a hurricane disaster".
09/07/2020
Stay invested in 2020? This wealth manager says yes
Business Insider quotes UBS chief investment officer of global wealth management Mark Haefele: “Stocks are still well-supported by a combination of Fed liquidity, attractive equity risk premiums and an ongoing recovery as economies reopen from the l
09/07/2020
SMP Group Rebrands
The new name reflects the culture of commercial balance that has driven these achievements.
09/07/2020
Family office business booms
An explosion in the number of high-net worth individuals in East Asia has brought strong demand for bespoke wealth management.
09/07/2020
Aegon Asset Management completes brand refresh
By combining its regional investment teams into these global platforms, it allows Aegon AM to bring the breadth and depth of its global investment research
09/07/2020
Five reasons to invest in China: LOIM equities head
Rabattu said that eight of the world’s 20 largest internet companies are based in the country, compared with 12 in the US.
09/07/2020
Net New Money Surges at DBS Private Bank
Although DBS does not break down absolute figures, its private banking business is part of its broader wealth management unit which saw AUMs rise 7 percent year-on-year to S$251 billion ($184 billion).
09/07/2020
Credit Suisse launches ocean engagement fund with Rockefeller AM
The two firms will leverage the Ocean Foundation's expertise to identify key themes that help preventing destruction of the ocean.