Asia
Pictet WM eyes Indonesian and Chinese clients
Firm said its pure discretionary business in Asia is higher than the average in the region
Wealth managers must ‘evaluate’ offering as clients jump ship
Survey by EY finds 66% of advice customers would have changed provider in six years
Schroders develops wealth tool for US bank’s global clients
Combines science of behavioural finance and investment education to improve choices for high net worths
Aussies lost A$500m to scams in one year
Investment fraud alone netted criminals 34% more in 2018
Change of leadership at AAM Advisory
Singapore-based advice firm was acquired by Old Mutual in 2016