06/13/2019
The CEO agenda: Mike Corbat, Citi
People rise to the top of the agenda.
Wealth and Asset Management
06/13/2019
The tapered annual allowance – what high earners need to know by Penny Lovell
The HMRC guidance provides help on how to calculate the income thresholds
06/13/2019
Swiss Banking's $1.5 Billion Question
As the bigger question of Switzerland's overall relationship with the EU comes into focus, the banking lobby renewed its calls in a position paper on Wednesday: in short, market access in the bloc isn't simply a «nice to have» access
06/12/2019
Who is advising Asia’s ultra wealthy?
An expanding pool of rich people is drifting out of reach of financial advisers and wealth managers
06/12/2019
How Planning For Succession Can Preserve Family Wealth For Future Generations
Alongside all this, changing family structures and a wide span of generations present challenges of their own.
06/12/2019
Lee Woon Shiu: «Retired CEO Could Be Given Golden Shares»
It’ll create tension and uncertainty in the family business, as the management team would be unsure whether to follow the new leader’s directive or second-guess the real wishes of the de facto retired CEO/Chairman.
06/12/2019
Platforms and Technology: Into the Digital Future of Wealth Management in Asia - Philippines
Client-facing digitalisation is slow to appear in the Philippines, where there is more back-office activity thus far.
06/12/2019
Appleby Champions Workplace Diversity And Boardroom Representation With Its Female Leaders Network
The network brings together a group of senior women in business, to meet on a regular basis to discuss a variety of topics including how to develop talented women within an organisation.
06/12/2019
Customer satisfaction hinges on fulfilling specific needs: Forrester
CX performance is mostly flat but showing early signs of making gains, with leading brands relying on emotion to build loyalty
06/12/2019
Rockefeller Foundation’s Rajiv Shah explains how tech can actually help save the world
Simply working at Facebook doesn’t cut it.
06/12/2019
SCB Julius Baer Launches Thai Wealth Report
The Thai wealth market has grown tremendously in recent years and this trend is expected to continue as the overall population grows wealthier.
06/12/2019
Quilter completes acquisition of Lighthouse
I’m delighted to welcome the staff, advisers and clients of Lighthouse to Quilter and Intrinsic
06/12/2019
Edelweiss Asset Management launches retirement plan in its schemes
According to the fund house, the Retirement Plan gives investors enough flexibility to plan their retirement.
06/12/2019
UBS Collaborates With Artist Federico Herrero to Celebrate 26 Years as Global Lead Partner of Art Basel in Basel
My site-specific interventions around the world have shown me the transformative impact art can have on communities
06/11/2019
Murli Adury: Why HSBC Jade’s Special Qualities are Ideal for Asia’s HNWIs
In early January this year, HSBC Hong Kong formally launched ‘HSBC Jade’ as a standalone proposition targeting to offer a “unique combination of personalised relationship management, advanced wealth solutions and luxury lifestyle service
06/11/2019
UBS Open Expanded Manchester office
UBS has doubled the size of its regional business over the past five years and now has offices in Manchester, Leeds, Newcastle, Edinburgh, Jersey and Birmingham, as well as a presence in Wales, the South West and Glasgow.
06/11/2019
EFG International to enhance its offering for Independent Asset Managers
The new offering will be launched on 01 September 2019.
06/11/2019
Canaccord Genuity Buys Australian Securities Firm
Agreement substantially increases scale of the Company's wealth management business in the region and establishes a significant platform for expansion in Australia
06/11/2019
Basel WM eyes team expansion with new hires
The firm recently expanded its Zurich office
06/10/2019
Van Lanschot Kempen completes share buy-back programme
The programme was announced on 21 February 2019.