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Hong Kong

HK advisers to start mandatory client analysis from 2016

Asia | 4 Aug 15

HK advisers to start mandatory client analysis from 2016

Hong Kong advisory firms selling insurance products will be unable to opt-out of a new guideline which requires advisers to conduct an analysis of customers’ financial needs, the Hong Kong Monetary Authority has said.

HSBC GAM moves to boost fund distribution in Asia

Asia | 30 Jul 15

HSBC GAM moves to boost fund distribution in Asia

HSBC Global Asset Management has moved to boost its fund distribution and sales drive across Asia with the announcement of two new appointments.

ESMA recommends six non-EU nations for AIFMD passport

Alternatives | 30 Jul 15

ESMA recommends six non-EU nations for AIFMD passport

The European Securities and Markets Authority (ESMA) has recommended that six countries should be among the first wave of non-EU countries to get access to a Europe-wide passport under the Alternative Investment Fund Managers Directive (AIFMD).

Nomura Int’l fined after breaching Hong Kong regulations

Asia | 30 Jul 15

Nomura Int’l fined after breaching Hong Kong regulations

Nomura International in Hong Kong has been fined after it failed to disclose that a trader had caused a $3.3m trading loss by making false entries in its risk management systems.

Quantum China cool on Mutual Fund Recognition

Asia | 29 Jul 15

Quantum China cool on Mutual Fund Recognition

Foreign firms planning on a Hong Kong-domiciled product for the Mutual Recognition of Funds initiative will likely find limited appeal in China, said Anthony Yeung, managing partner and chief executive of Quantum China Asset Management.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.