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Wealth and Asset Management

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.

03/20/2025

Cathay United Bank Named "Best Wealth Management Bank in Taiwan" by The Asian Banker !

Earlier this year, the Bank was proud to announce that it had been named the "Best Wealth Management Bank in Taiwan" by The Asian Banker, an internationally-renowned financial journal.

03/20/2025

StanChart opens fifth wealth centre in Hong Kong

The opening marks the bank's second wealth centre for affluent clients in Tsim Sha Tsui and fifth overall in the city.

03/20/2025

Standard Chartered rallies industry to adopt ISO 20022 for efficient, safe and frictionless cross-border transactions

Bank publishes whitepaper that offers a blueprint to frictionless reconciliation and allocation of cash

03/19/2025

StanChart unlocks new alternative investment opportunities for U/HNWIs

Standard Chartered Global Private Bank is committed to supporting clients with rigorous due diligence, specialised expertise and access to exclusive opportunities in this niche.

03/19/2025

Fund firms look beyond mainstream alts to tap private wealth

Wealthy investors are seeking to diversify their portfolios, with many looking beyond core private markets and alternatives strategies.

03/19/2025

Citi Private Bank Launches Philanthropy Advisory Solutions in Asia

New philanthropy advisory solutions with two charity partners support rising client demand for philanthropy services

03/18/2025

HSBC and UBS expand India wealth management arms after IPO boom

Banks to offer bespoke services and cater to households outside big cities as record listings create new millionaires

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