News results for Archive

People Moves
19 May 2021

Citi Private Bank Southeast Asia Head Widens Role

Lee Lung Nien has worked in a number of senior roles at the US banking group in a career spanning...

Strategy
19 May 2021

Citigroup Broadcasts Asia-Pacific Hiring Drive

The private banking and wealth management side of the US bank has fleshed out more information on...

People Moves
19 May 2021

JP Morgan Private Bank Names China Market Leader For Singapore

Taking on the post of managing director, Zhang joins the US bank from Credit Suisse. ...

Reports
19 May 2021

Concierge Firm Mulls More Restructuring, Eyes Post-Pandemic Bounce

The market for concierge services often requires the ability to fly and sample the world's most...

Compliance
18 May 2021

Compliance Corner: Hong Kong

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Compliance
18 May 2021

Taiwan Warns Over Hong Kong's Frozen Assets - Report

Freezing the of assets of a listed company crosses a new line for China's national security laws in...

Strategy
18 May 2021

Goldman Sachs In Mainland China, Hong Kong Hiring Drive - Report

A number of large banks have large hiring plans in Hong Kong, mainland China and the wider region...

New Products
18 May 2021

Nomura Launches E-Foreign Exchange Offering In Singapore

The Monetary Authority of Singapore is seeking to bolster the jurisdiction's status as a foreign...

New Products
17 May 2021

Citigroup Launches Securities Lending Offering For Wealth Sector

The costs of securities lending have been too expensive for some market participants. With this...

Family Office
17 May 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons...

Comment & Analysis results for Archive

Investment Strategies
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central...

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the...

Investment Strategies
14 April 2021

Recovery From COVID-19 - What Wealth Managers Say

We set out a range of commentaries from wealth and asset management groups about how the economic...

Wealth Strategies
2 April 2021

How COVID-19 Lit A Fire Under Japanese Corporate Reform

A number of Japanese companies - and their shares - stand to benefit from a faster pace of...

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

Company Profiles
30 March 2021

Robo-Wealth Advisor Trend Has Big Upside Potential, Says Bambu

This publication recently spoke to the digital advisor business about prospects and what it thinks...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...

Technology
25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about...