Family Offices & Intermediaries
Latest News - Page 32
Transamerica Life Bermuda developing retirement insurance product to plug “major gap” in HNW market
Only 6% of IAMs in Asia do not allocate funds to third party active managers
Hong Kong’s IAMs and family offices want clearer guidance on KYC requirements
St. James’s Place opens new offices in Singapore
HNWIs with less than US$5m are being priced out of the trusts market, says BoS’ wealth planning head
IAMs and private banks must share client due diligence responsibilities, say intermediaries at PBs
Hong Kong’s HNW life insurance market sees “especially steep” competition as new entrants emerge, says CEO
StanChart, IBM and AIG pilot blockchain insurance policy
Values, culture and wisdom key to family succession planning
Singapore Life granted regulatory approvals, plans to target HNW clients
Changes to tax landscape more extreme “than any period in history”, says tax specialist
To lift demand, Asia’s HNW life insurance market needs “innovative alternatives” to UL
Chinese family offices focusing on legacy, tax planning as clients are “not ready to hand over assets”
Philanthropic donations in China more than triple in six years
Avenue Asset Management eyes US$1 billion AUM target, with IPO on the horizon
St James’s Place appoints former British diplomat to boost Asian unit
Singapore-based independent wealth manager launches private equity platform
UBS WM’s James Gifford: Impact investing space needs more “commercially sound opportunities”
Charles Monat Associates acquires Willis Towers Watson’s global wealth solutions business
Transamerica Life Bermuda appoints regional chief commercial officer
Generali “making good progress” in Hong Kong’s HNW insurance market
Synpulse pilots “iTunes of mutual funds” platform with seven private banks
Singaporean life insurance startup raises funding from HK, UK investors
British expats urged to plan for ‘non-dom’ tax changes despite delays
UBS aims to address “gaps” in Asia’s family office governance with new toolkit
Former CIC NRI banker establishes IAM firm in Singapore
Deutsche Bank WM will continue to serve EAMs after closing desk
Transamerica Life Bermuda developing retirement insurance product to plug “major gap” in HNW market
Only 6% of IAMs in Asia do not allocate funds to third party active managers
Hong Kong’s IAMs and family offices want clearer guidance on KYC requirements
St. James’s Place opens new offices in Singapore
HNWIs with less than US$5m are being priced out of the trusts market, says BoS’ wealth planning head
IAMs and private banks must share client due diligence responsibilities, say intermediaries at PBs
Hong Kong’s HNW life insurance market sees “especially steep” competition as new entrants emerge, says CEO
StanChart, IBM and AIG pilot blockchain insurance policy
Values, culture and wisdom key to family succession planning
Singapore Life granted regulatory approvals, plans to target HNW clients
Changes to tax landscape more extreme “than any period in history”, says tax specialist
To lift demand, Asia’s HNW life insurance market needs “innovative alternatives” to UL
Chinese family offices focusing on legacy, tax planning as clients are “not ready to hand over assets”
Philanthropic donations in China more than triple in six years
Avenue Asset Management eyes US$1 billion AUM target, with IPO on the horizon
St James’s Place appoints former British diplomat to boost Asian unit
Singapore-based independent wealth manager launches private equity platform
UBS WM’s James Gifford: Impact investing space needs more “commercially sound opportunities”
Charles Monat Associates acquires Willis Towers Watson’s global wealth solutions business
Transamerica Life Bermuda appoints regional chief commercial officer
Generali “making good progress” in Hong Kong’s HNW insurance market
Synpulse pilots “iTunes of mutual funds” platform with seven private banks
Singaporean life insurance startup raises funding from HK, UK investors
British expats urged to plan for ‘non-dom’ tax changes despite delays
UBS aims to address “gaps” in Asia’s family office governance with new toolkit
Former CIC NRI banker establishes IAM firm in Singapore