03/28/2017
Vaudoise Buys Swiss Fund Manager
It will lead to benefits of scale in the purchase of large real-estate projects.
Wealth and Asset Management
03/28/2017
Bringing a wealth structuring mind-set to the Philippines
As a result, the scope for more comprehensive planning, support and education is clear.
03/28/2017
The Many Hats of the Modern Wealth Manager
The research reveals that to counter the challenging market conditions, younger investors are turning to proven asset protection and investment structures – like life assurance – to safeguard their wealth.
03/28/2017
Clarity counts for success in China
These individuals are also more attuned to the concept of risk-adjusted returns.
03/28/2017
UBS launches new funds initiative in China push
Both of them have received local regulatory approval.
03/28/2017
Baillie Gifford shifts Monks trust to tiered fee structure
Baillie Gifford has a history of passing on the benefits of scale
03/28/2017
Defined benefit transfer surge expected to increase
Many advisers had continued to avoid the DB transfer market
03/28/2017
High Net Worth Marketing, a tailored approach
Automation would bring benefits
03/28/2017
Salamanca Group announces Trust & Fiduciary management buyout
The business has grown to administer and oversee US$10 billion of financial and non-financial assets, on behalf of wealthy families around the world.
03/28/2017
Schroders reports a 31% mean gender pay gap
The gender pay gap has been attributed to the under-representation of women within senior levels of the business.
03/28/2017
Singapore ranks 2nd after Australia in ratio of private jets to billionaires
Singapore has 30 charter jets based for 28 billionaires
03/27/2017
Bank Muscat private wins 3 prestigious global awards
Consistently winning prestigious awards helps Bank Muscat Private Banking to set benchmarks in performance.
03/27/2017
Financial sector gloom lifts despite oncoming regulation
Asset and wealth managers continued to invest in technology in preparation for a wave of new requirements
03/27/2017
Citibank expands WM service in Korea
Citibank’s WM team tries to maintain objectivity in product selection and management as it does not have affiliated asset management companies.
03/27/2017
Alliance Trust lags benchmark in 2016
Over the year our decisions to increase our weightings in industrials and remain overweight in technology benefited performance.
03/27/2017
10 Westchester Towns Land in Bloomberg's Richest Places
Westchester is an extremely wealthy area
03/27/2017
Citigroup plans to double South Korea wealth assets by 2020
The bank mark its 50th anniversary in the country this year.
03/27/2017
HNA Group Has Ambitions for an Asset Management Empire
HNA Capital is paying US$ 446 million for the stake in the asset management unit.
03/27/2017
Citi Drills Into Korean Wealth
The U.S. bank also announced a target to reach 80 percent of new credit card customer acquisitions via digital.
03/27/2017
ICBC International Signs Framework Agreement with China Renaissance for Long-Term Strategic Cooperation
This framework agreement with CR Group elevates our relationship to a strategic level as we will enhance our cooperation in the areas of corporate finance, capital markets and wealth management.