Banking & Private Wealth Management Blog


Generali Names New CEO For Its Hong Kong Unit

Generali Asia has appointed Cillin O’Flynn as chief executive for its Hong Kong operation, taking the reins from Phuong Chung.

Credit Suisse: Nail-Biter in Geneva

Credit Suisse is bracing for a tough couple of days in Geneva, where a former banker is standing trial for embezzlement. The …

UBS' Artificial Intelligence Grab

Switzerland's largest bank is expanding a site in Ticino to specialize in artificial intelligence. The move will create 80 …

Swiss Court Shields Bank Staff 2

Switzerland's highest court moved to protect bank employees, lawyers and other staff who dealt with tax dodgers from having …

Swiss Firm Breaks Crypto Record

A Swiss firm broke crypto records by raising $36 million – in just over one minute. A look behind the crypto provider's lightning-…

Banking year in review: Lenders bullish about Middle East weath accumulation

Private banks are more bullish about the region, deploying more human resources in the Middle East as oil prices rebound and …

Global Financial Watchdogs Bag Over $26 Billion In Fines Over Five Years - Report

The world’s financial watchdogs have collected more than $26.4 billion in market conduct fines since 2012, new research by …

Ex-banker found liable for S$6.5m guarantee claimed by former client

[SINGAPORE] A former private banker who was paid a visit at his Chancery Lane home by debt collectors hired by a former client, …

2017: A Year Of Rising Stocks, Tax Reforms, MiFID, Bitcoin And Impact Investing

A great summation from Tom Bourroughes - Wealthbriefing

"When 2017 began and people fretted about the new US president, geopolitical …

Profit margins squeezed at global wealth managers

Wealth managers’ profit margins have fallen by nearly a third over the past decade, as clients’ demands for reductions in …

UOB Enjoys Big Rise In Brand Value; DBS Remains Number One

DBS has the most valuable brand in Singapore while rival United Overseas Bank has seen the largest value gain in this respect, …

Deutsche's Wealth Arm Embarks On Global Hiring Drive

Deutsche Bank is set to create 100 new client-facing jobs in wealth management globally in a bid to improve customer services. …

Private banking boom in China

With the rapid growth of personal wealth, China has become world's second-largest wealth management market, which has brought …

Wealth Managers in Hong Kong Sign on to Fairness Charter

A new commitment from private wealth management institutions in Hong Kong is being seen as a milestone.

The Hong Kong Monetary …

Former Westpac Financial Planner Canned From Industry For Five Years

A former Westpac financial planner from Western Australia has been banned from the industry until 2 June, 2022, for shortcomings …

CreditEase Wealth Management Expanded in Singapore to Poise for Fintech-driven Globalization

Leading Chinese Fintech and wealth management company, CreditEase announced today the opening of its new Singapore office …

Australia Strikes Investment Manager From Its Licensed List

Australian Securities & Investment Commission (ASIC) has cancelled the financial services licence of Sydney-based firm Investment …

Clients Think "Goals-Based Investing" Equals Performance.

Investors aren't sure what "goals-based" investing means, asset managers can't turn data into sales and a study funds that …

Go for a balanced portfolio, says CIMB Private Banking.

Investors should hold a balanced portfolio consisting of equities, bonds, alternative investments, gold and cash this year, …

Almost Half Of Millennials Want To Do Their Financial Planning Via Smartphone - Study.

A study of of individuals across the globe finds that almost half of Millennials want to plan their financial lives over a …


Nick Kalikajaros 2017