Banking & Private Wealth Management Blog


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 …

Why trust will be the most important factor for the future of banking.

Security is one of the biggest reasons why banks exist. According to recent research from Capgemini, 83 per cent of consumers …

Australia’s NAB private banking in alliance with Israel's OurCrowd

Clients of National Australia Bank's private bank will get special access to venture capital raisings by global technology …

Indonesia's Mandiri eyes Singapore's private banking business

Indonesia's largest lender Bank Mandiri wants a piece of the lucrative private banking business in Singapore, particularly …

Recruiters Fear Tighter Visa Rules Will Hit Australia's Banks

An organisation representing Australian recruiters warns that the country's banking and wealth management sector will be harmed …

IRESS appoints senior product executive

IRESS has appointed Emily Chen as a senior product executive with responsibility for financial planning software XPLAN.

Ms …

Affluent Travellers Climb Aboard "Air Taxis" As Private Ownership Stalls - GlobeAir

European air taxi firm GlobeAir has expanded its fleet to 16 after acquiring two new jets, arguing that chartering of private …

Singapore-Based Private Bank Changes Market Heads Line-Up

Bank of Singapore has made a raft of senior managerial changes affecting roles of global markets heads, industry leading publication …

BNP Paribas rolls out virtual reality

BNP Paribas is launching what it believes to be ground-breaking virtual reality-based services, designed to improve and streamline …

UBS, Singapore-Based WMI Aim To Help Asia's Wealth Sector Beat Money Launderers

UBS and The Wealth Management Institute, the Singapore-based organisation, have launched a programme designed to improve how …


Nick Kalikajaros 2017