Goldman to bring its wealth management services to the massesPritam BordoloiDecember 23, 2020 by Pritam BordoloiDecember 23, 2020 The investment bank has started internal testing of the digital service, called Marcus Invest... Read more
UBP Private Debt Fund raises over €110 million; seeks diversificationInternational Finance Business DeskDecember 3, 2020 by International Finance Business DeskDecember 3, 2020 The UBP Private Debt Fund III has a lifespan of 4.5 years and will return capital after a 2-year investment period... Read more
Stanhope, FWM merger to create world’s largest wealth management firmPritam BordoloiNovember 25, 2020November 25, 2020 by Pritam BordoloiNovember 25, 2020November 25, 2020 The new entity will oversee $24.2 billion in client assets... Read more
FinVest launches in Thailand; opens up funds marketWebAdminNovember 18, 2020 by WebAdminNovember 18, 2020 FinVest will provide retail investors with access to more than 600 funds from 15 asset management companies... Read more
Wealth manager Tavistock to launch low-cost platformWebAdminNovember 11, 2020 by WebAdminNovember 11, 2020 The platform is expected to be active by the end of this year... Read more
UBS forays into wealth management in QatarPritam BordoloiNovember 4, 2020 by Pritam BordoloiNovember 4, 2020 UBS signed a MoU with the country’s Investment Promotion Agency... Read more
Hong Kong’s Quantifeed targets Thailand’s wealthiestPritam BordoloiOctober 28, 2020 by Pritam BordoloiOctober 28, 2020 The firm is teaming up with Kiatnakin Phatra Securities to launch Phatra Mandate Service in Thailand... Read more
China approves BlackRock, Temasek and CCB wealth management JVPritam BordoloiAugust 24, 2020 by Pritam BordoloiAugust 24, 2020 The announcement was made on the website of the China Banking and Insurance Regulatory Commission (CBIRC)... Read more
Digital wealth management platform StashAway secures $16 mn fundingPritam BordoloiJuly 29, 2020 by Pritam BordoloiJuly 29, 2020 The funding round was led by Australian venture capital firm Square Peg... Read more
Deutsche Bank names new head for SE Asia wealth managementPritam BordoloiJune 22, 2020 by Pritam BordoloiJune 22, 2020 Chow Shang-Wei served as the managing director of HSBC Private Bank... Read more