Managers of Wealth Asia Pacific

Private banking trio set up New Zealand wealth manager

Firm said it will adopt a fees-for service approach

Asian HNW clients expected to significantly move towards Managed Investments

There appears to be a strong consensus amongst these professionals in Asia that the tide should turn against HNW and UHNW clients’ long preference for self-directed investing.

Clime enters wealth market as big banks exit

"We are deliberately going against the grain, investing in [financial] advice when so many in the industry are getting out,"

The State of Asian HNW Investor Sentiment in the Aftermath of the March Sell-Off

Godfrey comments that clients had in general been very much oriented towards the growth areas of the market

HSBC Private Banking announces record Alternative Investments Fundraising

In the last 12 months, HSBC has offered a diverse mix of alternative solutions

Divergence in Reality

Global reopening, a ray of hope

Bank of Singapore’s private banking assets rise despite political turmoil, Hong Kong CEO says

Bank of Singapore’s greater China operations saw a 10 per cent increase in assets under management in first quarter

Global investment banks claim Aussie investor influx

Many new clients had been sitting in cash for a number of years and had been forced to deploy assets to financial markets to avoid the "horribly low" interest rates on offer, he said.

Asia wealth management post-COVID-19: Adapting and thriving in an uncertain world

The rapid spread of the novel coronavirus across the world has led to a steep drop in economic activity, as most people worldwide have been compelled to stay at home and keep their distance from others.

Sequoia to acquire wealth group

In revenue terms, it translates to an additional $4 million of gross revenue and EBITDA of 400,000 in FY21, SEQ estimates.

UBP granted QDLP license

The mainland asset management unit of the private bank is expanding its China footprint.

Succession Planning in Asia: The Importance of Grooming the Next Generation

The mindset change across Asia is resulting in both increased awareness about effective ways to plan for wealth transfers from one generation to the next, and a greater willingness to plan for such transfers.

Clime Asset Management kicks off internal musical chairs

It is understood the move was made after the business decided it was overweight an analyst.

Work reimagined: a two-geared approach to reopening and transforming your business

How companies switch the lights back on in their operations can create a new corporate culture of care and confidence that will have far-reaching effects long after the pandemic has ceased to be an existential threat.

Singapore Private banks allowed to have face-to-face meetings

Private banks will be allowed to have face-to-face meetings, but staff must be equipped with a face shield in addition to a face mask.

Where do we gold from here

With low opportunity costs and relative invulnerability to any future rise in inflation, gold is likely to attract more interest from investors.

Chinese banks' wealth management businesses remain stable

The commission had approved 19 banks to set up their wealth management subsidiaries by the end of last month.

Top Global Wealth Management And Advisory Companies In The World For 2020

These are the leading wealth firms – manage many Trillions of Dollars in Assets.

BEA Refreshes SupremeGold Service

This step is the first of many in our pursuit of enhancing our support for customers and their finances – not only in Hong Kong but overseas.

Sovereign Group’s Bilton on the Vital & Pressing Importance of Robust Wealth & Estate Planning

In some situations, this might not be as big a problem as it initially seems.

Wealth and Asset Management