Wells Fargo offshore exit offers substantial potential AuM
Wells Fargo announced early in January that it was exiting the offshore wealth management market to focus on US resident…
23 Dec 2020
UK HNW investors show the greatest demand for pension planning services
The Coronavirus Crash threw a spanner in the works for those who were planning to retire this year. As a result, pension planning services are heavily requested by UK investors…
23 Dec 2020
UOB’s robo-advisor extends reach with Singtel deal
Despite the turmoil occurring in the world, expansion and competitive activity in the robo-advice space has continued. As the year closes, United Overseas Bank (UOB) has announced a robo-advice collaboration…
23 Dec 2020
DBS’ goal to triple family office AuM is ambitious but achievable
DBS aims to triple its family office assets under management (AuM) by 2025. The goal is ambitious, but aided by strong wealth growth in the ultra-high-net-worth (UHNW) segment, the provider’s…
07 Dec 2020
HNW investors are chasing yield in riskier corners of the fixed income universe
Strong equity market volatility and low yields mean HNW investors are exploring riskier corners of the fixed income universe. As the economy is not quite out of the woods yet,…
04 Dec 2020
Robo-advisers must continue to develop for longevity
Since robo-advice emerged almost a decade ago, there has been a lot of activity in the digital investment world. Some robo-advisers have cemented themselves in the industry, some have fallen…
19 Oct 2020
22 Sep 2020
The FinCEN leaks are unlikely to dent the US’ pre-eminence as an offshore centre
International banking is heading for another public relations disaster with the release and leaks of the FinCEN files. While many leading brands will be having hard conversations with clients worried…
22 Sep 2020