Banking & Private Wealth Management Blog

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 …

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. …

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, …

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 …

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 …

Australia Strikes Investment Manager From Its Licensed List

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

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 …

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 …

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 …

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, …

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 …

Nick Kalikajaros 2017