06/19/2025
In just six months, the former HSBC fund selector is shaking up the Malaysian bank's wealth unit, forging a partnership with Lombard Odier and hiring to catch up with more established players in Singapore.
06/18/2025
Singapore has rapidly emerged as a top destination for wealthy individuals and families seeking security, efficiency, and long-term value, Joshua Rotbart writes in a guest contribution on finews.asia.
06/17/2025
‘Our clients’ interest in investing has grown,’ Eliza Law, head of the bank’s affluent segment and distribution in Hong Kong, says
06/17/2025
The center is located in the tourism district of Tsim Sha Tsui and features a 10,000-square-foot signature lounge designed to deliver bespoke wealth management services.
06/17/2025
To address this, Noah has developed the Strategic Asset Allocation Pyramid Model.
06/17/2025
The collaboration aims to deepen global portfolio exposure for Thai investors, whose current overseas allocations remain relatively low.
06/16/2025
The amount of assets held is also expected to rise by about a third to ¥953 trillion by the end of fiscal 2035 compared with the end of fiscal 2024.
06/16/2025
The subsidiary of the Singapore bank plans to hire 100 bankers and open a new wealth-management centre
06/10/2025
His core message to advisers and high-net-worth (HNW) clients is unequivocal: prioritize predictable income through a barbell strategy and innovative DPM solutions.
06/10/2025
The awards celebrate the best in the wealth management industry, recognising outstanding achievement, innovation, and excellence across various categories.
06/10/2025
Rajesh opened with a striking statistic: “In Malaysia alone, over the next five years, USD 1.2 trillion is going to change hands through intergenerational wealth transfer.”
06/09/2025
The company’s brokerage subsidiary plans to shut its branch in Zhejiang province by the end of the year
06/09/2025
The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager.
06/09/2025
With a private client and tax team of over 40 in Asia and over 200 across 17 offices globally, Withers continues to be the world's largest law firm for wealth management.
06/09/2025
The $2.8tn US asset manager has sealed a third private bank distribution deal for its Multi-Sector Income fund.
06/06/2025
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06/06/2025
He joins the firm from Affinia Financial Advisers where he was the managing director for eight years, a firm specialising in holistic financial advice and risk.
06/03/2025
The diversified financial services firm has purchased Mercury Private, a boutique wealth management firm specialising in HNW individuals and family offices.
06/02/2025
It was first announced last November that LGT Crestone had signed an agreement to acquire Commonwealth Bank of Australia’s (CBA) personal advice business, Commonwealth Private Advice.
05/30/2025
The former team head, who left DBS earlier this year, is suing two relationship managers at the bank, accusing them of defamation.