04/02/2019
Achieving the goal of total wealth planning
Wealthy individuals want digitally enabled, personalised advice on their future life goals and wealth protection needs
Wealth and Asset Management
04/02/2019
J. Safra Sarasin to buy Lombard Odier Gibraltar business
This acquisition is another step forward in the growth strategy of the Group's private banking business and will further enhance its already strong footprint in Gibraltar
04/02/2019
Wealth Advisory Firm Halbert Hargrove Launches Refreshed Brand
The new brand reinforces the firm's focus on longevity
04/02/2019
Lombard Odier launches Abu Dhabi office
A decline witnessed in clients' assets under management in 2018 has been recovered in the first three months of 2019, chairman Patrick Odier said
04/02/2019
Standard Chartered CEO ‘absolutely’ pleased with pace of turnaround, but says there is more to do
But, the 57-year-old executive continues to hear from critics about not hitting a bank target for a return on tangible equity of 8 per cent by the end of last year.
04/02/2019
Wealth manager faces profit hit
Kingswood reported the last couple of years had been a period of "significant change" for the company, with 2018 impacted by a "highly uncertain market environment and weaker investor sentiment" resulting in an "industry-wide&
04/02/2019
Family office can help the wealthy manage finances in a more professional way
A family office is usually either a single family office or a multi-family office.
04/01/2019
Asian Private Banker announces winners of its inaugural China Wealth Awards 2018
Asian Private Banker's first annual China Wealth Awards recognises China-headquartered private banks and wealth managers that are committed to meeting the needs of a rapidly growing -- and maturing -- client segment.
04/01/2019
Are you ahead of the curve? by Lilian Chovin, Investment Strategist at Coutts
The big thing markets don’t like – perhaps even more than a recession – is a surprise.
04/01/2019
Brexit blamed as Canaccord Genuity axes jobs in London
Canaccord said in a statement that its wealth management arm will be unaffected, which means it is the brokers and traders at the capital markets arm who are in the firing line.
04/01/2019
India's state bank makes wealth push
SBI has opened wealth management service in 44 major centres so far with a network of 121 wealth hubs.
03/29/2019
Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?
This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.
03/29/2019
Raising the bar into a safe haven
In times of crisis investors turn to gold. but does it really have enduring value?
03/29/2019
DBS Private Bank weighs in on thematic funds
The bank is careful with themed funds, though it invests in two sustainable-themed products.
03/29/2019
How wealth managers can better serve female clients
This potentially represents a tremendous opportunity for wealth managers - if they can learn how to better service half of their existing and prospective clients.
03/29/2019
Private bank Arbuthnot Latham boosts profits and remains optimistic on Brexit
The private and commercial banking group said the vast majority of its income and expenditure was based in the UK and it could therefore be at risk if an economic shock arises from Brexit.
03/28/2019
Asia junk bonds may return 14% this year: HSBC wealth arm
"Stealth easing" of Chinese property curbs has also raised hopes of a boost ahead, even as new home price growth abated for a fourth straight month.
03/28/2019
Morgan Stanley Wealth Management Names 18 to MAKERS Class of 2019
We congratulate these ground breakers, innovators and advocates who advance our mission to be the firm of choice for women employees and clients
03/28/2019
Women Take the Lead in China's Wealth Management Industry
At the Swiss banking giant, more than 40 percent of Asia-based wealth management staff -- with a managing director title and higher -- are women.
03/28/2019
High standards needed in the saturated private banking market
High net worth clients demand high standards, and the private banking space in Singapore is fiercely competitive, so developing deep and meaningful relationships is a must