10/13/2025
Standard Chartered Pushes Bank-Wide Skills Revolution
The move reflects the bank’s ambition to equip every employee with the tools to thrive in an increasingly digital, fast-evolving financial landscape.
Wealth and Asset Management
10/10/2025
Passion Meets Portfolio: How Asia’s Wealthy Unlock Value From Lifestyle Assets
Whether it's art collections, superyachts or private jets, J.P. Morgan is helping Asia’s families unlock value from their passions by connecting their lifestyle choices with long-term financial goals.
10/10/2025
Client-Centricity, Education, and Empathy: Inside Anand Rathi’s Preferred Strategy
In a wealth management space where the term “client-first” is often used but rarely defined, Anand Rathi Preferred has built its model around three non-negotiables: risk tolerance, investment horizon, and liquidity needs.
10/09/2025
HSBC proposes to privatise Hang Seng Bank by scheme of arrangement
The Proposal represents a significant investment into the Hong Kong economy and includes a commitment to retain Hang Seng’s brand, heritage, and distinct customer proposition.
10/09/2025
BPI Wealth encourages Filipinos to “own their future” on Wealth Wellness Month 2025
This year’s theme — “Own Your Future” — is also a call to action for every Filipino to “secure their tomorrow.”
10/08/2025
Ex-Citi wealth head launches AI portfolio intelligence firm
Launched by David Bailin, who has been joined by former colleague Steven Wieting, the CIO Group aims to oversee $11bn of assets by 2030
10/07/2025
Standard Chartered raises over USD3 billion in Signature CIO Funds AUM on 3-year anniversary
Further innovates to introduce Signature CIO Islamic Funds
10/07/2025
CIMB launches first bespoke wealth management portal, digitalising its wealth management solutions
The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”).
10/07/2025
Malaysia Gazettes Single Family Office Rules
The move aims to enhance policy clarity, attract high-net-worth families and encourage the repatriation of wealth while supporting the government’s goal of transforming Forest City, Johor, into a thriving special financial zone.
10/07/2025
HLB Private Bank launches new branding to target high-net-worth clients
The move marks what the bank describes as a renewed focus on supporting clients and family offices in managing inter-generational wealth transfer.
10/06/2025
OCBC launches upskilling programme for mortgage specialists
They can now advise home loan customers on investments and insurance.
10/06/2025
Partners Group paints upbeat picture of private markets, up to a point
But extraneous factors, including the so-called great rotation, look likely to have a major effect on developments.
10/03/2025
HLB Private Bank Elevates Private Wealth Proposition, Focuses on Stewarding Inter-Generational Legacy and Wealth Transfer
This emphasis on comprehensive, responsible legacy stewardship is especially salient as Asia stands at the center of the largest wealth transfer in human history, with an estimated $5.8 trillion slated to change hands.
10/03/2025
BPI Wealth rides increasing consumer affluence
BPI Wealth president and CEO Maria Theresa Marcial told reporters on Thursday that they were looking at adding up to 1,000 clients annually to the BPI Private Wealth network.
10/02/2025
Mizuho Financial Group aims to compete with Nomura in wealth management
The firm aims to streamline its retail operations by categorising customers based on asset size.
10/02/2025
ICBC accelerates digitisation of wealth management operations through innovation platform
Under the “Digital ICBC” initiative, ICBC advances to build a comprehensive wealth management ecosystem, addressing customer needs and driving sustainable growth.
10/02/2025
HSBC Global Private Banking Expands Frontline and Risk Capabilities to Drive Sustainable Growth in Asia
The new hires reflect HSBC’s commitment to expanding its coverage for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Southeast Asia and the wider region, while strengthening the second line of defence that underpins safe, resilient
09/30/2025
CACIB and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum
Crédit Agricole Corporate and Investment Bank and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum
09/30/2025
HSBC Hong Kong Adds Industrial Bank as New Mainland Partner Under Wealth Management Connect
This strategic partnership helps fostering resources sharing and leverage the complementary strengths of both parties, offering high-quality financial services tailored to meet the increasingly diverse investment needs of residents in the GBA.
09/29/2025
Citi Hong Kong Advances AI Integration to Enhance Wealth Management Services
Citi executives stressed the importance of combining AI technology with human expertise to deliver tailored investment advice and improve client outcomes.