Financial Industry

What is the Value of Fund Managers for Wealth Managers?

What is the Value of Fund Managers for Wealth Managers? Wealth Managers expect Fund Managers to perform better than the market.  But this doesn't seem...

Should You Give Portfolio, Investments or Stock Advice?

Should You Give Portfolio, Investments or Stock Advice? Between earning 5% returns on a portfolio and 50% stocks such as Apple or Alibaba, your conversation...

5 Things Top Investment Professionals Don’t Do

5 Things Top Investment Professionals Don't Do Are you the top investment manager or the top trader?  How did you become one of the best investment...

How do you Develop your Career as a Wealth Manager?

How do you Develop your Career as a Wealth Manager? A Wealth Manager is a sensitive and serious profession.  Like doctors and lawyers, they are...

How to survive as a Private Banker?

How to survive as a Private Banker? Becoming a Private Banker is extremely difficult.  The entry barriers are high.  You need to have the network...

How do you Succeed as a Personal Banker? Part 2

How do you Succeed as a Personal Banker? Part 2 Continued from Part 1: You already did Recognise a Personal Banker has Junior Advisory Skills ...

How Do You Start Advising Clients in Your New Job?

How Do You Start Advising Clients in Your New Job? If you are a new wealth advisor or just got onboard a new firm, how should you start...

10 Traits That Make a Great External Wealth Manager

10 Traits That Make a Great External Wealth Manager By Steve Knabl Chief Operating Officer & Managing Partner, Swiss-Asia Holding  Original Article on Linkedin | Published 31st May 2016  Finding a good...

Why 50% of Private Bankers Quit in 21 Months?

Why 50% of Private Bankers Quit in 21 Months? Getting into Private Banking is tough.  Getting to be a Private Banker is even tougher.  But...

Should you build a Career in Mass Market, Affluent, HNW or UHNW?

Should you build a Career in Mass Market, Affluent, HNW or UHNW? For many aspiring and existing wealth professionals, career decisions tend to be focused on career trends,...

Which Financial Products Are Portable?

Which Financial Products Are Portable? As a Financial Advisor or Wealth Manager, one of your most important task is to look after your clients' assets. This means you will...

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Wealth-X University UHNW Alumni Rankings 2017

Wealth-X University UHNW Alumni Rankings 2017  Wealth-X presents the University Ultra High Net Worth Alumni Rankings 2017, a new study that ranks global universities by...

Bloomberg in 60 Seconds

Bloomberg in 60 Seconds Introduction Bloomberg powers the global financial market.  It is one of the world’s leading financial information & technology company. Bloomberg L.P. is a...

Rethinking Private Banking in Asia-Pacific: An EY Discussion Paper for Bank Executives

Rethinking Private Banking in Asia-Pacific: An EY Discussion Paper for Bank Executives Poised at the center of the world’s fastest growing and soon-to be largest...

Global Rich List 2017 – Hurun Report

Global Rich List 2017 - Hurun Report There are 2,257 Billionaires in the world, with 69 new billionaires in 2016.  Hurun Research published the Global Rich...

Reuters in 60 Seconds

Reuters in 60 Seconds Introduction Thomson Reuters is the world’s source of intelligent information for businesses and professionals.  On 17th April 2008, Thomson Corporation purchase British-based...

The Insider

The Insider: Exclusive Insights from Dr Mohamed A. El-Erian

The Insider: Exclusive Insights from Dr Mohamed A. El-Erian Dr El-Erian was the keynote speaker at the 10th Asian Financial Forum 2017 in Hong Kong...

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