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Wealth and Asset 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.

05/22/2025

Indonesia’s best Islamic bank for wealth management 2025: Bank Syariah

The customer base expanded to 69,604, supported by a 127% increase in new investors.

05/21/2025

Ex-Private Banker Completes Buyout of OLZ’s Hong Kong Unit

The purpose of the buyout is to further expand and strengthen the local business presence with Yong-Haron's dedicated team, enabling increased flexibility and responsiveness to clients’ evolving needs in the region.

05/21/2025

Hong Kong: The Premier Hub for Wealth Management Expansion in Asia

The fast-growing wealth management firm WRISE Group eyes further growth opportunities in Hong Kong and the broader Asian market.

05/20/2025

KB Securities’ WM Assets Exceed 70 Trillion Won

Retirement Pension Reserves Also Reach 7 Trillion Won

05/19/2025

Standard Chartered: “Global Islamic Finance Assets to Surpass USD 7.5 Trillion by 2028”

36% asset growth over next four years as Islamic Banking enters new phase

05/19/2025

Mirae Asset Securities opens The Sage Family Office to serve ultra-high-net-worth clients

The new branch is expected to provide specialized services such as customized portfolio management

05/19/2025

Singapore remisiers stay relevant by adding wealth management and other financial services

An individual can be both a remisier and a financial adviser if he has the necessary qualifications and licences

05/19/2025

Groww to buy wealth management firm Fisdom for $150m

The acquisition awaits SEBI's regulatory approval and is expected to finalise in two to three months.

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Iress announces CEO succession

09-08-2025

HKMC and CICC Sign MoU on Co-operation of Infrastructure Financing and Securitisation

09-12-2025

SMSF sector predicted to be hit hardest by impending adviser exits

09-08-2025

LGT nets seven senior bankers from Barclays India

09-08-2025

UOB Private Bank the first to distribute Asia-focused private equity evergreen fund

09-12-2025

James Mawhinney handed 15-year injunctions in ASIC proceedings

09-09-2025

Lion Global Investor lists Singapore's first active bond ETF

09-08-2025

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09-08-2025

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09-12-2025

Apex Group appointed for launch of Nezu Asia’s new Japan focused Engagement fund

09-12-2025

Prudential Singapore Launches Innovative Lifetime Income Plan with Wealth Transfer Features

09-12-2025

HKMC and CICC Sign MoU on Co-operation of Infrastructure Financing and Securitisation

09-12-2025

ASIC proposes to remake relief instrument for non-cash payment facility exemptions

09-12-2025

Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty

09-12-2025

APRA releases quarterly authorised deposit-taking institution statistics for June 2025

09-12-2025

LGT Wealth India hires seven senior executives to strengthen its private client Franchise

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