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Wealth and Asset Management

01/13/2025

UBS’ Khan Says Diversification Is Key in Charged Environment

UBS relocated banker Iqbal Khan to Hong Kong last year

01/13/2025

India Wealth Management Insights 2024: Gautami Gavankar, President, Kotak Mahindra Bank

This has been an important year for wealth management in India

01/13/2025

SMSF intergenerational wealth transfer needs member consensus

The majority of Anglo-Saxon or Anglo-Irish don't talk to their kids about money.

01/10/2025

Growth of new hubs challenges Swiss private banking stalwarts

The global financial landscape is undergoing a dramatic transformation.

01/09/2025

BIL Closes Hong Kong Office

As part of this restructuring, the bank is withdrawing from a key financial hub in Asia.

01/09/2025

Endowus's Samuel Rhee of Reflects on 2024 Trends and the Future of Digital Wealth Management in Asia

Endowus experienced record-breaking growth in 2024, driven by increased demand for digital wealth platforms, passive investing, and alternative assets such as private credit and equity.

01/09/2025

Hong Kong Eases Investment Rules to Attract Family Offices

Additionally, investments made via eligible private companies owned by applicants will now qualify under the scheme.

01/09/2025

Bellevue Group Opens Subsidiary in Singapore

The asset manager plans to gradually expand the current team for Asia.

01/09/2025

BEA China Redefines Wealth Management

The Bank’s newly launched Mobile Banking App is a pivotal step of this transformation journey.

01/09/2025

Nuveen targets wealth business as part of ME expansion

The American asset manager is betting on the growing family office and larger wealth space as part of its expansion into the Middle East region.

01/08/2025

Luxembourg private bank shuts Hong Kong business

Banque Internationale à Luxembourg becomes the latest European bank to shutter its Hong Kong business amid a tough economic backdrop in the city.

01/08/2025

Hong Kong relaxes investment requirements to lure family offices

The government is more closely aligning the new capital investment entrant scheme and family office tax incentives to attract assets.

01/08/2025

Citi Wealth Releases Outlook 2025 - Growth Amid Discord: Strategies for a "Rule-Breaking" Expansion

Having defied usually reliable recession signals, the global economic expansion is expected to continue in 2025 and 2026.

01/07/2025

The Shifting Landscape of UHNW Client Priorities and the Growing Importance of Global Mobility

With a record-breaking number of millionaires relocating and an increasingly complex regulatory environment, the demand for comprehensive, personalized solutions continues to rise.

01/07/2025

Hubbis Asian Private Wealth Management Year-End Review 2024: Insights from EFG's Albert Chiu

This successful hiring highlights the benefits of our focused business model, high brand recognition and strong standing in our local markets.

01/07/2025

Insignia Financial gets $1.8bn buyout bid from CC Capital

The latest offer is contingent on satisfactory due diligence, a unanimous board recommendation, and regulatory approvals.

01/02/2025

Private bankers will need to adapt and learn as new challenges emerge, says industry veteran

But the industry is facing seismic changes which will require private bankers to raise their game considerably.

12/31/2024

Bankers say Hong Kong’s new tax concessions to boost city’s status as family office hub

UBS, JPMorgan and BNP Paribas among key players seeking to attract family offices

12/31/2024

Hong Kong’s billionaire Cheng family seeks to sell China toll roads for $2.7b

CTF Services, formerly known as NWS Holdings, is in early-stage discussions with China’s state-owned Yuexiu Group.

12/30/2024

Hong Kong should aim to attract wealth from around the world

Examples such as Zhang Yiming show Hong Kong is a magnet for wealthy entrepreneurs to set up family offices and asset management firms

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RBC Wealth Management Bolsters Asia Expansion

07-27-2026

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.

07-27-2026

Allianz to acquire HSBC Life Singapore and enter a new long-term distribution partnership with HSBC Singapore

07-24-2026

Macquarie appoints long-time executive Greg Ward as new CEO

07-24-2026

SFC and Securities Commission Malaysia sign MoU to expand mutual recognition of funds and facilitate simplified dual IPO listing framework

07-24-2026

Former Platinum CEO takes up new leadership role

07-27-2026

Barclays Private Bank Names Nikhil Jha to Lead NRI Franchise in Singapore

07-24-2026

Lina Lim to leave HSBC Private Bank

07-24-2026

Fosun International Issues 1H2026 Positive Profit Alert as Core Industries Show Strong Resilience

07-31-2026

Citibank Korea CEO Yoo Myung-soon to Step Down in October

07-31-2026

ING posts 2Q2026 net result of €1,947 million

07-31-2026

Brookfield bets on AI inference, clean power in India while tackling curtailment risks

07-31-2026

GMA Capital Partners, ACMF Group Launch US$200 Million Thai SET Fund

07-31-2026

State Super names former super chief as chair

07-31-2026

Making Hong Kong a better global wealth management hub – Further improvements to Hong Kong’s Unified Funds and Carried Interest Tax Exemption Regimes

07-30-2026

Sean Coughlan to Step Down as Managing Director of Trident Trust Singapore

07-30-2026

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