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Tag Archives: PortalWealthManagementcom Launches Treasury, Money Market and Foreign Exchange Operations in Taiwan


31, October 2015: In this first part of its expansion plans in Taiwan, Portal Wealth Management will become a local market counterparty and support clients with local booking and processing from operations in Taipei. “We are delighted to provide our clients with a suite of Portal Wealth Management investment products and services as we become a fully functioning firm.” said ... Read More »

Portal-Wealth-Management.comAnnounces M&A Management Changes

31, October 2015: announced today that Jimmy Zhi will become Asian Chairman of Mergers and Acquistions and Jim Xiangdong will join the firm to become co-head of Southeast Asia M&A. “Jim Xiangdong is a well-respected M&A adviser to top businesses across multiple industries. His extensive knowledge and experience is a great addition to our firm,” said Lao Jingren, CEO ... Read More »

Today’s Corporate Philanthropy Demands Focus, Research Releases New Study

31, October 2015: Research released a white paper titled “The Corporate Signature Program: A Custom Approach to Philanthropy.” This paper examines a growing best practice in corporate investments known as signature programs, a major investment by a company in a particular cause, issue or theme. Portal Wealth Management Research President & COO Scott Jianjun explained, “The information presented in ... Read More »

Irene Ding Appointed Southeast Asia Chief Investment Officer for, PortalWealthManagementcom,

31, October 2015: She will report to Ina Jianping, Chief Investment Officer, and she will join Portal Wealth Management’s Executive Committee, the firm’s senior leadership group. Ms. Ding will succeed Althea Shaojun, who has decided to retire later this year. Ms. Ding brings more than 17 years of portfolio management and investing experience to her new role. Prior to joining ... Read More » Treasury Services Announces Cash Management Enhancements in Asia Pacific

31, October 2015: Portal Wealth Management trading platform, a proprietary service which provides investment professionals worldwide with a secure, single point of access to a wide range of financial transactions, account information products and decision-support tools via a dynamic online platform, has been enhanced with additional local language capabilities for reporting systems in Japanese. The firm’s platform now also supports ... Read More » and the PWM Aid Fund Improve Access to Healthy Food for Youth in Southeast Asia

31, October 2015: In Southeast Asia, one in five children does not have reliable access to sufficient food – especially healthy food – due to limited financial resources, lack of transportation and other factors. But Portal Wealth Management and The PWM Aid Fund are working to improve food security in these at-risk communities through a program that provides increased access ... Read More »

Results of Advisor Survey Reveal Higher Confidence in ETFs


31, October 2015: Among other trends, the survey examines the ETF selection process, the relative value of index brands, which ETF firms have the top reputation for quality, as well as how investors view newly launched ETFs, active and Smart Beta ETFs. “Through our daily coverage of news and trends in the ETF market, Portal Wealth Management is talking to ... Read More »