01/03/2019
Julius Baer: All the King's Men
These are not skills that lend themselves to an investment products and services role, and the headhunter stresses Humair would be in his element back in a client-facing role.
Wealth and Asset Management
01/02/2019
INDIA: Wealth management to become fee-based
The new generation is more receptive to new ideas and is very comfortable asking for advice.
01/02/2019
Credit Suisse to boost investments in semi-liquid funds
Credit Suisse has made a very distinct shift in strategy and has shifted more of the capabilities of the bank towards Asia.
01/02/2019
Charles Stanley’s Redwood is knighted in New Year Honours
Sir John, who has worked for many years in City-based investment firms, was awarded a knighthood for his work in both the political and public service worlds.
01/02/2019
The 'silver tsunami': Ten nonagenarians who shaped Asia in 2018
Mahathir's election made him the poster boy for 90-year-olds
12/31/2018
Who are Southeast Asia’s mass affluent and why do they matter?
We were quite surprised to see how relatively homogenous the mass-affluent consumers are
12/31/2018
Israel Is Undergoing A Female Banking Revolution, Russak-Aminoach Leads The Way
Russak-Aminoach met her husband Re’em while studying in Tel Aviv.
12/31/2018
International financial centres crucial to fintech regulation
Offshore business has grown swiftly since the 1960s. Today, international financial centres are a critical part of the global economy, providing a space for new industries to thrive
12/31/2018
How Sanlam Donates 365 Days to Charity Every Year by Penny Lovell
It was great to have raised donations in sponsorship for the event
12/28/2018
1291Group Expands in Asia
1291Group now has a group of 15 partners – it started with eight this year.
12/28/2018
Four Reasons More Families Should Invest In Private Tech
When family investment portfolios lack allocation to private tech, it's a missed opportunity both for the families and the tech entrepreneurs in need of investment capital.
12/28/2018
A Lost Year in Swiss Private Banking
That hurts private banks' revenue, which is driven in part by fees charged when clients trade.
12/28/2018
Hampden & Co adds digital banking to its services
Move comes a week after the Edinburgh-based private challenger bank was one of a group selected for the RBS Incentivised Switching fund
12/28/2018
Wells Fargo adds more EU offices in Brexit plans for fund management
Wells Fargo makes Brexit plans for its funds arm, following a new banking license in Paris in October
12/28/2018
High net worth, mass affluent offer private banks best potential
Despite volatile 2018, UBS, Bank of Singapore, Credit Suisse, HSBC and others enjoyed robust net inflows
12/28/2018
The Private Banks That Disappeared in 2018
The industry includes some 100 institutes, compared with 140 in 2013.
12/27/2018
Vanishing Wealth - The Big Black Hole Of Paper Wealth!
This got me thinking about the so-called wealth effect as well as how all that wealth was held.
12/27/2018
Chinese regulator approves wealth management units at two major banks
China issued rules on Dec. 2 for commercial banks’ wealth management subsidiaries to strengthen their risk management and support the real economy.
12/26/2018
Singapore private banks target Non-Resident Indians in Middle East expansion
Bank of Singapore the eighth largest private bank in Asia (ex-China), based on assets under management, which opened its Dubai branch in February 2017 already has 45 wealth managers there.
12/23/2018
Tilney acquires UK wealth management business
Clients with assets of £340m to transfer to Tilney, along with 11 staff