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Wealth and Asset Management

04/07/2025

Kotak Private Banking gears up to meet the global ambitions of India's wealthiest

Kotak Private Banking manages wealth for 60% of India's top 100 families

04/04/2025

RBC Wealth Management’s Jasmine Duan on China’s Economic Recovery and Market Outlook

She argued that while China had successfully navigated key economic and policy tests, the next major challenge was sustaining earnings growth and maintaining investor confidence.

04/04/2025

OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK

Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.

04/04/2025

OCBC’s Private Bank Seeks More Staff for Greater China Expansion

Oversea-Chinese Banking Corp.’s private-banking arm is considering adding between 20 and 30 relationship managers this year for its Greater China team, marking a substantial expansion in one of the world’s major wealth centers.

04/04/2025

Barclays PB launches first DPM strategy out of Singapore

The British bank is now offering the emerging markets focused strategy

04/03/2025

BEA Private Banking: A Focused Approach to Expansion Under Regional Head Jaye Chiu’s Leadership

In this interview, he shares his vision, key priorities, and insights into how BEA plans to stay ahead in an evolving wealth management landscape.

04/02/2025

Unique AI’s Vision for the Future of Wealth Management: Asia Specialist Damien Piper Shines a Light

Damien believes Unique AI is playing a pivotal role in shaping the next generation of AI-driven wealth management, positioning firms to operate with greater intelligence, agility, and responsiveness in an increasingly digital world.

04/01/2025

UBS acquires full ownership of UBS Securities in China

UBS will be acquiring an additional 33% stake in UBS Securities from Beijing State-owned Assets Management Co., Ltd to raise its stake from 67% to 100%.

03/31/2025

UBS Secures Key Regulatory Win in China

UBS Securities is active in global banking, global markets, research, and wealth management.

03/31/2025

HSBC bets big on Hong Kong to tap Asia’s wealth-management boom, CEO Elhedery says

HSBC’s customers base increased to 6.2 million last year from 5.4 million, showing the importance of the city, Elhedery says

03/28/2025

UOB Asset Management Switches its United SSE 50 China ETF’s Index to track the FTSE China A50 Index

The change allows for a more comprehensive coverage of China’s A-Shares market as it includes the 50 largest and most liquid A-Shares on the Shanghai and Shenzhen Stock Exchanges.

03/28/2025

Swiss Bank CBH Attracts Increased Client Assets

This strong performance was driven by both positive market developments and a net inflow of 619 million francs in net new money.

03/27/2025

Standard Chartered Global Private Bank innovating to redefine wealth management

The Bank leverages its global network and strengths to offer clients valuable on-the-ground insights and tailored solutions

03/27/2025

UBS and SuMi Trust joint venture to acquire Credit Suisse wealth management business in Japan

The JV will absorb Credit Suisse’s Japanese advisor base and wealth management assets.

03/27/2025

Julius Baer's HK and SG team leaders face chop in global restructure

Julius Baer is sweeping away team leader roles in Hong Kong and Singapore as part of a wider restructure to reduce costs.

03/27/2025

Hong Kong to 'Perfect' Family Office Incentives

He also addresses concerns over whether Beijing's ire over CK Hutchison's Panama port deal would affect Hong Kong's financial services sector.

03/26/2025

UnionBank redefines wealth banking experience with its new and exclusive Wealth Center

The UnionBank Wealth Center elevates the wealth banking experience through personalized, high-caliber services tailored to elite clients.

03/26/2025

Farrer & Co advises the members of WHEB Asset Management LLP on its acquisition by Foresight Group Holdings Limited

WHEB was also advised by Spencer House Partners, a corporate advisory firm which specialises in advising companies operating in financial services, including asset management businesses.

03/24/2025

HSBC to back Chinese companies in their global expansion plans, CEO Elhedery says

With continued investment, China is poised to lead the future of technology-driven, resilient, and sustainable supply chains, Elhedery says

03/24/2025

HTL Private Office expands client offering with platform partnership

The Sydney-based advice firm has announced a partnership with HeirWealth to help its advisers better meet the needs of their high-net-worth clients.

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