Managers of Wealth Asia Pacific

Supporting FASEA candidates

Not all advisers are in the same position – 65% have already passed the FASEA exam and many will have already achieved the required ‘degree equivalence’ study requirements.

Owned and managed by a small number of partners, with the same families at its helm for a remarkable eight generations, the Pictet Group has been managing wealth and investments for its clients for over two centuries.

Small businesses to access billions in untapped cash

CBA’s new digital lending solution, Stream Working Capital, gives businesses faster and more flexible access to cash flow using their outstanding invoices.

Reaping big rewards in Asian small caps

Investment Insights by our experts and thought leaders

Global Wealth Report 2021

Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth

Effects of COVID on household wealth

The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.

CREALOGIX included in report on most influential APAC solution providers

The report is a must-read of any wealth manager in the region and provides a uniquely focused, accessible and relevant resource to support technology insights, planning, and strategy.

China’s recovery hits a soft patch - Bank of Singapore

May’s growth in exports, industrial production, fixed asset investment and retail sales remain robust compared to a year ago at 27.9%, 8.8%, 15.4% and 12.4% respectively as the charts show.

India Family Offices Could Supply A Third Of Startup Funds By 2025

By 2025, India is expected to have more than 10,000 ultra-rich individuals.

China Tops List of Countries For Most Millionaires Moving Abroad

Turkey, the UK, France, Brazil, Saudi Arabia, and Indonesia came in the top ten countries to lose more millionaires.

Analysis: Pressure on Deutsche Bank highlights governance gap

The DoJ has also investigated Deutsche Bank over involvement in the $220 billion Danske Bank money-laundering scandal.

Improve employee experience with process automation

Process automation can help to overcome the challenges with easy-to-use tools to automate workflows, digitise forms and to capture electronic signatures.

Hong Kong’s banking sector showed resilience in 2020 as total assets grew, finds KPMG

Wealth Management Connect seen as first step toward wider cross-border opportunities.

Bhaskar Laxminarayan: «Fintechs Don’t Bring Any Actual Knowledge»

Although gains have been realized in more straightforward areas that can benefit from large-scale automation, such as payments or account opening, Laxminarayan believes that the business of wealth management is less susceptible to such pressures.

Stanley Ho’s youngest son Mario launches firm to help family offices tap investment opportunities in Greater Bay Area

MSI Finance Management has attracted about 40 wealthy families, says co-founder and vice-chairman Mario Ho

Hong Kong's banks may be out of the pandemic woods, KPMG says

Hong Kong has kept COVID-19 largely under control with stringent quarantine rules for travelers and people who may have come in contact with someone infected with the virus.

The Wealth Mosaic releases its first APAC Wealth Technology Landscape Report

Mapping over 530 technology vendors to the business needs of the APAC wealth management sector

Inflated Complacency

We agree that some elements of inflation may be transitory.

More Singapore investors putting money into making a difference: UBS survey

Its poll of 3,800 investors across 15 markets with at least US$1 million in investable assets found that the pandemic made nearly 80 per cent of them want to reassess their life goals.

Wells Fargo to retain BPO center in Manila

Representative offices of foreign lenders serve as liaison offices that allow them to promote their services or products to the local market.

Comment, Analysis & Research