09/21/2018
Fenergo expands in to asset and wealth management
This expansion will allow clients from other market segments to benefit from their award-winning capabilities for the first time.
Wealth and Asset Management
09/20/2018
ESG investment demand set to escalate in Asia
Asian wealth managers need to factor in a younger generation who are not only concerned with the financial outcomes of their funds but also the social impact of their investments
09/20/2018
Cetera Loses $300 Million Multop Financial to LPL
Multop Financial, which provides wealth and tax-planning services, has as many accountants as it does advisors.
09/20/2018
Vontobel's Alex Fung: «Deals Are Difficult, But Not Impossible»
We have the funds and we have the will to acquire but we need to find the right fit,» Vontobel Asia CEO Alex Fung tells finews.asia in an exclusive interview.
09/20/2018
Peter Bermont Named To Forbes List Of Top Wealth Advisors
The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.
09/20/2018
Thai Wealth Management Industry Looks Overseas to Boost Investment Offerings
Fixed income funds remain more popular than equity funds in Thailand, according to data from the Securities and Exchange Commission.
09/20/2018
Brooks boss joins IA board alongside three fund heavyweights
The appointments near-double the number of women at the top of the UK's asset management trade body to 40%.
09/20/2018
Brooks takes £2.5m hit on 'obsolete' tech as compliance costs climb
On an underlying basis pre-tax profits rose from £17 million to £18 million with earnings per share 12% higher at 117p, with revenue 14% higher at £101 million.
09/20/2018
Brooks Macdonald in-house advice a ‘major introducer’ of funds into DFM
The FCA asset management market study noted the potential for conflicts of interest to arise when advisers are recommending funds at related companies.
09/20/2018
China Allows Wealth Management Products to Buy Stocks Directly
Regulatory change comes as stock indexes hit multi-year lows
09/20/2018
Swiss private bank buys Luxembourg bank
The transaction is subject to the approval of the relevant regulatory bodies and is expected to complete during the first quarter of 2019.
09/20/2018
BCGE goes digital with new '4.0' branch
This was an opportunity to remind companies and individuals of the importance of the cantonal bank's role in the regional economy.
09/20/2018
Succession gets back on IFA acquisition trail with two deals
Chartered financial planner McKenzie Investments has four planners including one trainee and has offices in both Inverness and Elgin.
09/19/2018
Absa’s pan-African strategy for high net worth customers
Absa had decided to have a good offshore wealth offering.
09/19/2018
Wealth Management Firm Reaches £4BN Milestone
Chief executive Alan Hudson said: "In January 2017 the company set out a number of financial aspirations, including having £5bn of funds under management by 2021, an increase of 150 per cent above the £2bn level at that time.
09/18/2018
Credit Suisse Scolded for Its Oversight of Rogue Wealth Manager
Lescaudron’s activity, which began in 2007, went undetected by Credit Suisse and his clients until a massive wrong-way bet on a Californian drugmaker in 2015 exposed his behavior.
09/18/2018
HSBC to Bolster Asia Private Banking, Double Client Assets
On September 11, 2011 HSBC displayed its logo at its headquarter in HONG KONG china, the private banking plan for expansion
09/18/2018
Societe Generale Private Banking (SGPB): Embracing phygitalization
Over the last five decades, Societe Generale has been synonymous with innovation, says Jean-François Mazaud, Head of the group’s private banking unit (SGPB).
09/18/2018
Credit Suisse eager for Thai wealth pool
Credit Suisse's Asian Family Business Report also finds that 66% of all listed companies in Thailand with market capitalisation above $50 million are family owned businesses
09/18/2018
The New Ultra-Wealthy Benchmark Is $50 Million
According to Knight Frank and Wealth-X, in part, it’s the “growing momentum of the global economy since the start of 2017”.