07/11/2023
WRISE expands organization and leadership team
Wealth manager seeks to better service the needs of UHNWIs and family officers
Wealth and Asset Management
07/10/2023
Seven Wins at the WealthBriefingAsia Awards 2023
BNP Paribas Wealth Management has won seven awards at the WealthbriefingAsia and WealthBriefing Greater China Awards 2023, in recognition of its achievements in delivering innovative and quality wealth management solutions.
07/10/2023
UBS cuts LGT Crestone’s access to research ahead of mega merger
Private wealth advisers rely on troves of exclusive research from global banks across equities, fixed income and foreign exchange, to guide investment decisions on behalf of their clients.
07/10/2023
UBS GWM's re-enters onshore markets, taking on dominant local players
UBS Global Wealth Management is re-entering Australia and India, following its acquisition of Credit Suisse, and will again be up against strong local competition, as well as overseas firms.
07/10/2023
Private bankers at EFG, Bank of Singapore set big targets as Hong Kong offers ‘next big leap’ in wealth management
Family offices will be ‘the next big leap’ for private banks using Hong Kong as a hub, Gordon Tsui of Hong Kong Securities and Investment Institute says
07/10/2023
HSBC PB global investment head tips private markets to continue strong run
Client demand for private equity and credit remains strong and Lavanya Chari’s team is planning new strategies.
07/10/2023
Family Offices and the New Dawn for UHNW Wealth Management in Asia
This is a summary of some of their key observations and words of advice.
07/07/2023
Withers a big winner at WeathBriefingAsia Wealth For Good Awards 2023
As global interest in sustainability, ethical and governance issues and impact investing increases, Withers remains committed to supporting businesses and families in achieving their ambitions to drive positive, meaningful change.
07/06/2023
Endowus Expands Private Wealth Offering
The new offering aims to democratize access to private banking and institutional-grade services, covering a range of public and private markets, alternatives, quant, passive index and active investment opportunities at fully transparent and lower fees.
07/06/2023
PE Firm Partners with Swiss Wealth Manager to Launch MFO
The new multi-family office (MFO) will be led by Jonathan Ng, who has over 25 years of industry experience, including as the former market leader for Southeast Asia at Pictet's wealth unit.
07/05/2023
HSBC returns to private banking in India to tap growing wealth
The business is aimed at professionals, entrepreneurs and their families with investable assets of more than $2 million, HSBC said in a statement.
07/05/2023
Hong Kong’s Value Partners and China’s Shenzhen Capital launch Greater Bay Area fund
The fund is co-managed by the two firms.
07/04/2023
Brown Shipley dumps gold for hedge funds and plays Japan
Representatives of parent company Quintet Private Bank make the case for reducing portfolio allocations to gold and see hedge funds as offering more diversification.
07/04/2023
BOCHK AM explores partnerships to boost investment range
Following its collaboration with Amundi in 2021, BOCHK AM is on the lookout for its next partnership, possibly within the global equities space.
07/04/2023
Observations from 40 years in wealth
In addition to his current role as Head of Strategy and Development, Clark is known by our LGT Crestone staff and clients as our Vice Chairman and as the head of our Melbourne office.
07/04/2023
Julius Baer sees 'rare opportunity' in bonds ahead of Fed pivot
The Swiss private bank is positive on US and Japanese equities, and sees an attractive play in investment grade bonds, as it predicts no further US rate hikes, with the Federal Reserve to cut in December.
07/03/2023
KPMG: Over Half of Asian Family Offices in Singapore
There are around 20,000 family offices globally, of which 9 percent are based in Asia.
07/03/2023
OCBC Announces AUM Targets for Wealth Business
In order to meet this target, it will expand its team of relationship managers to 500 by end-2025, compared to over 400 today.
07/03/2023
DBS: Account aggregation is the future of private banking
The Singapore bank has seen an uptick in the adoption of its mobile apps across its various divisions, including among its private banking clients, DBS's Isaac Kong says.
06/29/2023
Leading law firm for taxation, aviation and family wealth management at China Business Law Awards 2023
These wins are a testament to the firm’s broadening network and expanding range of services that have strengthened our reputation as a leading international law firm in Asia.