11/09/2020
Sun Life Hong Kong emerged in a strong position in the first half of this year, amid a very challenging market environment. The underlying reason for the company's growth sounds very simple: its philosophy of putting client first and prudent manageme
11/09/2020
The French bank said Monday it is creating a new private investment banking division focused on ultra-high net worth individuals and family holdings across the world.
11/09/2020
The report offers insights into the trends and best practices shaping multi-family offices (MFOs) across the globe — here is a glimpse into the key findings.
11/09/2020
Asset manager makes strategic investment in Sanctuary Wealth
The wealth management industry is in the midst of a massive shift as more than 100,000 advisors retire over the next few years, bringing an estimated USD1.6 trillion of assets into the market.
11/09/2020
We offer end-to-end service solutions for fund groups so they can maximise the benefit of centralising their administration and create economies of scale.
11/06/2020
StanChart to Rollout Flexible Working Option
Standard Chartered is reportedly planning to permanently offer flexible work options to around 90 percent of its 85,000-strong staff by 2023.
11/06/2020
Natixis and La Banque Postale create a European leader in fixedincome and insurance-related asset management
Natixis and La Banque Postale are reorganizing their respective fixed-income and insurancerelated asset management activities to give them a new dimension in an environment of persistent low interest rates.
11/06/2020
Strategically located in fast-growing Tampa Bay area, creating unique cross-border opportunity for Canadian retirees
11/06/2020
LGT receives accolades for alternative investments and sustainable investing
It also received a “highly commended” rating in the Impact and Sustainable Investing category.
11/06/2020
Two private banks to merge and take Falcon's assets
The merged entity will have AUM of CHF 4-5bn.
11/06/2020
BOS eyes Southeast Asia expansion
The private bank’s AUM has reached $116bn, which is only $1bn below its peak in December.
11/06/2020
Until 2020, the international wealth management sector had grown at a remarkably steady rate, reaching a value of nearly $486.78 billion in 2019
11/06/2020
There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.
11/06/2020
ONE emerged in 2019 from the two Swiss banks Banca Arner and GS Banque.
11/06/2020
Taaleri received top grades for customer service and for taking an active view on markets, among other mentions.
11/06/2020
The Societe Generale Group’s Q3 results illustrate the ability of all our businesses to rebound, after the exceptional lockdown period
11/05/2020
The Asset Awards: Going beyond the call of duty
The Asset honours the wealth managers who provided the best client experience amid the pandemic
11/05/2020
Singapore banks trounce third-quarter profit estimates, wealth management shines
The earnings give reason to believe 2021 will be better and odds of dividend caps being removed – some will revisit valuations soon.
11/05/2020
BlackRock looks for new profit rockets as rivals play defence
World’s largest asset manager has once again outperformed a rocky stock market in 2020
11/05/2020
WealthArc to provide digital services to Eleutheria Wealth
WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum.