10/11/2018
MobiKwik to enter wealth management with Clearfunds acquisition
MobiKwik’s 107 million plus customers will soon be able to start saving in mutual funds seamlessly from their MobiKwik app in just a few clicks.
Wealth and Asset Management
10/10/2018
DBS’s Bancassurance business makes strides with digital transformation and serves its customers better
Singapore’s DBS Bank has been successfully building its regional footprint across Asia and at the same time implementing a dramatic digital transformation.
10/10/2018
Credit Suisse Thins Management
As a result, the bank's long-standing head of developed and emerging Asia, Alex Wade, will leave.
10/10/2018
A Wealth of Difference: Reforming the taxation of wealth
In this paper we make five recommendations which together amount to a transformation of the tax treatment of wealth in the UK.
10/10/2018
Sandaire takes £8.7m write down on team exit
Sandaire recently completed integration of Lord North Street, having initially run the two businesses as separate entities.
10/10/2018
Bordier inks partnership to enter Vietnam
Bordier & Cie Singapore and MB announce strategic private banking cooperation
10/10/2018
Julius Baer Prepares Return to M&A
The Swiss banker is referring to the rising expense for stricter regulation, which has put a damper on profits and raised the bar for new entrants to the market.
10/10/2018
Geneva Wealth Manager Poaches
Forum Finance Group was founded in 1994 in Geneva and employs some 20 staff, who manage assets worth 1.5 billion Swiss francs ($1.51 billion).
10/10/2018
The Hill Investment Group Joins William Blair’s Private Wealth Management Team
Over the past few years, William Blair’s Private Wealth Management group expanded to Atlanta, Boston, New York, and San Francisco.
10/09/2018
India's personal wealth may grow at a CAGR of 13% to $5 tn by 2022: BCG
India is also expected to become the 11th wealthiest nation globally by 2022 in terms of total personal wealth, improving its rank by four places from 2017
10/09/2018
Bordier Partners in Vietnam
The move is the latest by a private bank to push beyond wealth hubs Singapore and Hong Kong, mainly by partnering with local players.
10/09/2018
Investec AM creates regional London wealth hub
The appointments come as the firm also looks to grow its presence across Europe, having hired Richard Haxe as managing director for its European client group in September.
10/08/2018
TISE updates Listing Rules to attract scale up businesses
Directors must provide a statement certifying that the company has sufficient working capital for at least 12 months or otherwise
10/08/2018
Schroders and Lloyds Banking Group in talks over wealth management alliance
Schroders confirms that it is in discussions with Lloyds Banking Group plc with a view to working closely together in parts of the wealth sector
10/08/2018
Brooks Macdonald expands footprint with East Anglia office opening
New base in Bury St Edmunds
10/07/2018
Swiss Bank finally puts an end to account secrecy, starts sharing data
The Swiss government, in a statement, said, “The exchanged information allows the cantonal tax authorities to verify whether taxpayers have correctly declared their financial accounts abroad in their tax returns.”
10/07/2018
How New Members' Club The Conduit Plans To Change The World
Mayfair’s members’ clubs have always been the preserve of the powerful and wealthy, but at the new Conduit Club, membership requires a passion for social activism, too. Vogue gets a preview of a new London hub geared towards the great and the
10/05/2018
Asia's private-bank party on thin ice
That's added to the huge pile of Chinese money already parked there.
10/05/2018
Wealth managers count cost of U.S.-Chinese trade war on Asian business
The recent emerging markets crisis and the trade war have definitely led clients to adopt a little bit more risk-off mode
10/05/2018
Private Banker International Global Wealth Summit and Awards: One week to go
The PBI global awards recognise the best of these individuals and institutions in providing for the industry and its clients – high net worth individuals.