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Wealth and Asset Management

06/16/2025

Sumitomo Mitsui and SBI to launch wealth management joint venture

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

DBS Hong Kong hiring wealth managers as investors’ risk appetite grows

The subsidiary of the Singapore bank plans to hire 100 bankers and open a new wealth-management centre

06/10/2025

Embracing Predictability in Uncertain Markets: Gareth Nicholson’s Blueprint for Wealth Preservation

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

Harneys wins Specialist Wealth Management Award from WealthBriefingAsia

The awards celebrate the best in the wealth management industry, recognising outstanding achievement, innovation, and excellence across various categories.

06/10/2025

CIMB Wealth Management Expert Rajesh Gupta on Delivering Next Generation Clients Digitisation, AI, and Strategic Reinvention

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

Nomura to Shut Branch in China as It Scales Back Wealth Business

The company’s brokerage subsidiary plans to shut its branch in Zhejiang province by the end of the year

06/09/2025

Macquarie Asset Management wins at the 2025 Financial Standard Investment Leadership Awards

The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager.

06/09/2025

Leading law firm for wealth management in Asia Pacific and Greater China

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

Capital Group partners BOS in bond fund tie-up

The $2.8tn US asset manager has sealed a third private bank distribution deal for its Multi-Sector Income fund.

06/06/2025

AI-Personalised Video Technology

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06/06/2025

Wealth management players confirm senior hires

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

Ironbark bolsters wealth business with family office acquisition

The diversified financial services firm has purchased Mercury Private, a boutique wealth management firm specialising in HNW individuals and family offices.

06/02/2025

LGT Crestone completes transition of CBA’s advice arm

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

Ex-DBS PB Thai team head sues two ex-banking colleagues

The former team head, who left DBS earlier this year, is suing two relationship managers at the bank, accusing them of defamation.

05/29/2025

NWD Troubles Give Hong Kong Banks the Jitters

More broadly, banks have been generally facing a rise in non-performing loans from Hong Kong’s commercial real estate sector.

05/28/2025

Nomura Asset Management Celebrates Major Wins at the EPF External Fund Managers Awards 2024 with Five Prestigious Honors

Nomura Asset Management Malaysia and Nomura Islamic Asset Management remain committed to pushing the boundaries of performance, resilience, and innovation in asset management, striving not just to meet expectations, but also to exceed them.

05/28/2025

Wealth manager highlights opportune chance to invest

The joint venture harnesses the strengths of both partners to offer world-class private banking services, bringing global wealth management excellence to the Thai market.

05/27/2025

Hong Leong Bank Enhances HLB Private Bank and Regional Wealth Management with Strategic Alliance with Lombard Odier

Integrating A Strategic Alliance with Swiss Private Bank Lombard Odier, Key Talent Acquisitions, Development Programs, and AI Tools, the Bank is Poised to Accelerate its Regional Wealth Management Proposition

05/22/2025

HSBC Launches One-Bank Entrepreneur Programs

Asian wealth is largely powered by money from family businesses and entrepreneurs.

05/22/2025

JPMAM actively seeking strategic partnerships in wealth management

The partnership is part of a broader relationship that also includes providing Coutts’s clients with information through JPMAM’s Market Insights program.

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