07/18/2023
Private bank CIOs reveal their worst calls in last 12 months
From missing the Japanese equity rally to 'uninvestable' Europe, chief investment officers of major private banks talk frankly about the trades they missed or got wrong.
Wealth and Asset Management
07/18/2023
Private bank CIOs inch back into equities
In the latest edition of the Top 30 Super Allocators, Europe’s biggest private banks are getting more upbeat about equities, especially with Japan and Asia still going strong.
07/14/2023
Got less than $680,000 to invest? Morgan Stanley doesn’t want your business
Once the review is completed, impacted clients will be contacted and presented with alternative solutions, where appropriate, ensuring a smooth transition.
07/14/2023
UBS’s integration of Credit Suisse presents opportunities for smaller wealth managers in Asia-Pacific
The integration of Credit Suisse into UBS and the subsequent restructuring will massively impact the banking giant’s operations in Asia-Pacific
07/14/2023
UBP’s Hong Kong CEO on North Asia’s Vast Potential and the Bank’s Well- Articulated Growth Strategy
He explains that China and the North Asia region represent immense opportunities for growth in international wealth management
07/13/2023
Private Banks Zone In on India’s Onshore Wealth
As a result, numerous financial institutions are setting up new private banking divisions or upping their ambitions in the onshore market.
07/12/2023
HSBC launches private banking business in India
The country’s wealth management market, which currently has $2.8 trillion in assets under management, is projected to grow by 8% per annum by 2026.
07/11/2023
WRISE expands organization and leadership team
Wealth manager seeks to better service the needs of UHNWIs and family officers
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.