Finance News

The Diamond Podcast for Financial Advisors: How Innovations in Investments, Training, and Client Service Built a $9.4B Business

What does it take to thrive in the ultra-competitive wealth management world? Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions around serving clients, training their team, building the busin

logo.png  By NB  Feb 1, 2024

Sun Life To Provide HNW Clients PinnacleCare Private Health Advisory Services with Access to United States Medical Experts & Concierge Support, Availa

Sun Life To Provide HNW Clients PinnacleCare Private Health Advisory Services with Access to United States Medical Experts & Concierge Support, Available to HNW Clients in Hong Kong, Singapore & Taiwan  31st January 2024 | Hong Kong Sun Life

logo.png  By NB  Jan 31, 2024

Retired Top Franklin Templeton Emerging Fund Manager Mark Mobius Joins Hong Kong-Based $300 Million Investment Firm Chartwell Capital as Strategic Adv

Retired Top Franklin Templeton Emerging Fund Manager Mark Mobius Joins Hong Kong-Based $300 Million Investment Firm Chartwell Capital as Strategic Advisor, Chartwell Capital Founded in 2007 by Ronald Chan Invests in Companies in China Greater Bay Area 

logo.png  By NB  Jan 31, 2024

Citi Appoints Luke Lu as China Country Officer & Head of Banking for China Succeeding Christine Lam Who is Retiring

Citi Appoints Luke Lu as China Country Officer & Head of Banking for China Succeeding Christine Lam Who is Retiring 31st January 2024 | Hong Kong Citi has announced the appointment of Luke Lu as China Country Officer & Head of Banking for Chi

logo.png  By NB  Jan 31, 2024