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Wealth Management

Montpelier Malaysia reopens office

Asia | 15 Feb 16

Montpelier Malaysia reopens office

Following the sudden closure of the Kuala Lumpur office of wealth management firm Montpelier Malaysia on Friday, company director Keith Bayliss has confirmed that staff returned to work on Monday.

Sun Life revenue falls, confirms US wealth business closure

Companies | 11 Feb 16

Sun Life revenue falls, confirms US wealth business closure

Net revenue was down by a quarter at Canada’s third largest insurer by assets, Sun Life Financial, during the fourth quarter and full year of 2015. The company also incurred a C$63m (£31.1m, $45.3m, €40.2m) restructuring cost related to the closure of its US wealth business.

Indonesian tax amnesty a boost for wealth management sector

Asia | 10 Feb 16

Indonesian tax amnesty a boost for wealth management sector

Indonesia is to offer generous incentives for tax evaders to regularise their finances, a move that has been welcomed by the country’s wealth managers, reports Reuters.

Credit Suisse slumps after big 2015 net loss

Companies | 4 Feb 16

Credit Suisse slumps after big 2015 net loss

Shares in Credit Suisse fell nearly 12% on Thursday after the bank reported worse-than-expected 2015 results, which included hefty net asset outflows in the final quarter.

Outflows dampen UBS fourth quarter and annual results

Companies | 2 Feb 16

Outflows dampen UBS fourth quarter and annual results

Outflows from Europe and emerging markets dented UBS Wealth Management’s fourth quarter results, while annual inflows ebbed dramatically standing at less than a third of their 2014 levels.

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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.