09/30/2018
The return of the Pied Piper...
For more than 30 years, Mark Mobius has obsessed about emerging markets
Wealth and Asset Management
09/28/2018
Bank of East Asia: expanding its wealth management offerings at home and in China
Both have a deep corporate and personal perspective on the growth of wealth in Asia and the expansion of BEA’s range of skills and services to cater for this growth, especially in the massive mainland Chinese market on Hong Kong’s doorstep.
09/28/2018
National Australia Bank's job axe swings at private bank
The job shedding is part of NAB chief executive Andrew Thorburn's plan to simplify the bank, which involves automating processes and increasingly moving to digital channels.
09/28/2018
UBS Private Wealth Advisor John Straus Named to Forbes List of Top Next-Generation Financial Advisors in 2018
The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry. John ranked number 79.
09/28/2018
The woman behind Nedbank's private banking
Zoganas holds 29 years' experience in the banking sector, and her vast expertise makes her a knowledgeable mentor to future leaders in the industry.
09/28/2018
JPMorgan Chase to Add 35 Branches in Florida in Next Three Years
Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs
09/28/2018
AFH continues acquisition spree with Beaufort Securities client book purchase
FSCS also said that the first tranche of cash and assets were returned to affected clients, through association with Beaufort Securities’ special administrator PwC.
09/28/2018
Meet the Manager: Rathbone Unit Trust Management head of fixed income Bryn Jones
Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.
09/28/2018
UBS Private Wealth Advisor Named to Forbes List of Top Next-Generation Financial Advisors in 2018
Recognition of an exceptional career in Financial Services
09/27/2018
Standard Chartered Wealth Management ‘Focusing On Technology And People’
An example of the kind of building that has been going on at Standard Chartered is the rollout of Personalised Investment Ideas (PII) intelligent wealth management tool for investors.
09/27/2018
As trade war rumbles, China steps up opening of financial markets
China has accelerated the opening up of its capital markets this year to mitigate the negative impact (of the trade war)
09/27/2018
ABA Wealth Advisors Pioneering Wealth Management
ABA Wealth Advisors formed because of a collaborative vision between Prithviraj "Raj" Dhandapani and William D. "Bill" King as a way to further serve more than 2,700 clients across the country.
09/27/2018
Julius Baer: Change in the Board of Directors
Andreas Amschwand will not be standing for re-election to the Board of Directors of Julius Baer Group Ltd. and of Bank Julius Baer & Co. Ltd at the Annual General Meetings 2019.
09/27/2018
Julius Baer and Nomura announce strategic partnership
This new equity investment by Nomura represents a significant step forward for both firms’ strategic ambition for the Japanese market and will provide Julius Baer access to Nomura’s high net worth franchise.
09/27/2018
Life after Citi Private Bank Asia Pacific
Trapped inside the Taj Mahal Palace Hotel during the terrorist attack a decade ago, this shocking event refocused former private banker’s direction in life
09/27/2018
MPS Investment Committee: Gavin Rankin, Citi Private Bank
The portfolio solutions team within Citi Investment Management oversees core, globally diversified multi-asset class portfolios for ultra-high net-worth clients of Citi Private Bank.
09/27/2018
John Hancock picks Pictet for new thematic fund
It will be managed by Pictet Asset Management’s Hans Peter Portner who heads the firm’s thematic equities team and Gertjan Van Der Geer, who is a senior investment manager on the thematic equities team.
09/27/2018
Mass exodus from Indian wealth management firm
Thirty-three ‘top line execs’ have jumped ship to join a new venture
09/27/2018
Accessing the offshore market for priority and HNWI customers
We deal currently with mostly HNWI and ultra-HNW clients and history has shown us that this category of the market is becoming more sophisticated and the right products and ideas need to be targeted to them.
09/27/2018
Brexit drama drives 7IM into defensive mode over UK
Earlier this year, investment trust managers were surveyed by the Association of Investment Companies.