04/18/2017
Long-term perspectives key to wealth management
What investors might learn from Long Term Perspectives 2017.
Wealth and Asset Management
04/18/2017
Why next-gen digital platforms will revive portfolios
The upshot for Lawton was to quit banking and set up Eigencat in Singapore.
04/18/2017
GAM touts tangible results of turnaround as activist fight hots up
Swiss asset manager posts a quarter of net inflows and says turnaround is on track but its activist opponent has picked up another supporter
04/18/2017
Fee Pressure, Consolidation Aren't Over Yet for Asset Managers
It’s going to be a little rough in here for the mutual fund industry, but this is like a kidney stone.
04/17/2017
UBS Opens Beijing Campus
The Campus will also be available for hosting external educational events.
04/17/2017
UBS snares mega $17b AMP passive mandate
Passive investment strategies aim to replicate the performance of market indices at a low cost.
04/13/2017
Trained advisers key to success of wealth sector
A key issue is the fact that many advisers today are not certified financial planners.
04/13/2017
Turning CRS uncertainty into opportunity
“The industry is going to become extremely polarised,” he predicts. “And we see a big opportunity.”
04/13/2017
My sadness at Duncan Lawrie winding down
The forthcoming closure means 39 full time members of staff in both the bank and the fiduciary services company are losing their jobs.
04/13/2017
DBS seeks to tap US$289 billion opportunity in Indonesian wealth
DBS is joining rivals including Oversea-Chinese Banking Corp (OCBC) in vying for a slice of an Indonesian wealth-management market made more alluring after the nine-month tax amnesty spurred individuals to reveal some US$365 billion (S$511.43 billion) of
04/13/2017
HSBC: Clients look to ‘flip’ business to Europe before Brexit deal
Contingency plans have already been drawn up by some global banks
04/13/2017
DBS Private Bank deputy head: “I don’t want short-term superstars”
The banking requirements of wealthy people in Asia are changing, however, which is affecting the skills that RMs need to succeed at DBS.
04/13/2017
Nikko Asset Management recognised as Japan's Fund House of the Year
AsianInvestor also recognised Nikko AM's success in growing assets under management by nearly 8 percent to JPY 19.93 trillion (USD 170.9 billion) by December 2016
04/13/2017
Wealth managers come together to tackle the key issues affecting the industry
London to remain a competitive global wealth management hub
04/13/2017
Vontobel open to private banking buys worth up to $500 mln -CEO
Zurich-based Vontobel, in which the founding Vontobel family still holds a controlling stake, is dwarfed by Swiss banks UBS and Credit Suisse, but any acquisition would help it to catch up to mid-sized rivals like LGT Bank and J. Safra Sarasin.
04/13/2017
Citi earnings beat, profit jumps 17%
Net Income of $4.1 Billion
04/13/2017
Pub Club: Jamie Fletcher, Sarasin & Partners
‘It can be a difficult conversation, because we are in a context of value underperforming for about the last seven years, and it can be scary when something works so well!’
04/13/2017
BNY Mellon Wealth Management CFO Named One of 25 Influential Black Women in Business for 2017
"We're delighted that The Network Journal has recognized Renee for the dedicated and exceptional professional that she is. She is truly deserving of this honor," Heberle said.
04/13/2017
JP Morgan earnings smash it again as investment banking takes off
JPMorgan reported earnings per share of $1.65 on revenue of $25.586 billion.
04/13/2017
Polar Capital reports increase in AUM
The boutique fund manager has bounced back after sluggish growth in the aftermath of the Brexit referendum with the former Miton-duo Georgina Hamilton and George Godber setting up a UK Value long only UCITS fund earlier this year.