07/12/2019
Industry Survey: Asset Management 2019
You are eligible for participation in the raffle if you are fully capable of action and if you are resident of Switzerland or Liechtenstein.
Wealth and Asset Management
07/12/2019
Superannuation grows as proportion of personal wealth
The Roy Morgan data showed that the value of assets held by Australians had almost doubled from 2007 to 2019, while debt increased by 78.6 per cent over the same period
07/12/2019
Morgan Stanley retreats from UK investment over Brexit
The firm had moved mildly overweight on Australia after a long period of being underweight and Lim said he was positive on the country for three reasons
07/12/2019
Barclays to Cut 20% of Jobs in Dubai Wealth Management Business
Layoffs include senior roles as well as support staff
07/12/2019
WealthTech Suite crowned “Best Wealth Management System”
The company has also been confirmed as an accredited system provider with the 2019 GoodAccredited Standard.
07/12/2019
Singapore cautions wealth managers against aggressively courting Hong Kong business: Sources
The central bank told bankers it wanted to ensure wealth managers in Singapore were sensitive to the situation in Hong Kong and did not design campaigns specifically targeting business from Hong Kong, the people said.
07/12/2019
Woori to launch center for pension fund management
Staffed by 30 advisors specializing in private banking.
07/12/2019
Schroders Personal Wealth to launch exclusive multi-asset range for clients
The funds are run on an open architecture basis and are manager of managers strategies
07/12/2019
CreditEase’s Tang Ning: China’s Wealth Management Market is Undergoing Five Major Shifts
This meeting was joined by over 1,800 leaders from business and government as well as experts and scholars from more than 120 countries
07/11/2019
White Paper on Levels of Intelligence in Wealth Management
The white paper provides an overview on the state of the intelligent wealth management sector, investigates the needs and opinions of its customers, and offers a look ahead at the sector's future developments.
07/11/2019
China’s Wealth Management Market is Undergoing Five Major Shifts
Senior Chinese government officials including Premier Li Keqiang, Wang Zhigang, minister of science and technology, and Hao Peng, director of the State-owned Assets Supervision and Administration Commission, attended the meeting.
07/11/2019
UBS' Top Dealmaker Wants to Tap the Wealthy
The unit, dubbed private capital markets, seeks to build a bridge between other super-wealthy private banking clients and the funding needs of private firms.
07/11/2019
'Nouveau riche' present key opportunity for wealth managers
Total global wealth is set for solid growth over the coming years, particularly China and India.
07/11/2019
High net worth wealth reverses 7-year uptrend in 2018
Markets have since rebounded this year.
07/11/2019
Ernie Garcia Named to Forbes List of America’s Best-in-State Wealth Advisors
The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data.
07/11/2019
Edmond de Rothschild acquires 34% of quant asset manager
With a research and management team of around 10 experts, Eraam specialises in seeking absolute performance through factor management using a proprietary, disciplined and transparent approach.
07/11/2019
BBVA among 2019 Best Banks for High-Net-Worth Families in the U.S.
Kiplinger evaluates and posts its special Best Banks listing once a year, based on data from Informa Financial Intelligence, including interest rates, fees, minimum-balance requirements, free perks and other features for a variety of deposit accounts.
07/11/2019
VP Bank Eyes China Market Through Hywin Wealth
Both institutions’ anchor shareholders take a long-term view, guaranteeing continuity and independence as well as sustainability coupled with technological affinity.
07/11/2019
Ex-Credit Suisse Veteran Poised for Genevan Deal
Illy has been looking into taking over a private bank in Geneva, finews.com has learned from several people familiar with the matter.
07/10/2019
Quarterly Update: Politics Casts Clouds on Sunny Markets
Supportive central banks sweetened the second quarter for investors but late cycle risks remain.