Managers of Wealth Asia Pacific

What high-net-worth investors are doing to avoid market carnage

Incorporating alternatives can help boost portfolio performance while protecting it against downside risk.

Wealth management in China is a “golden opportunity”

The UBP Asia CEO is optimistic that the bank can make similar gains in terms of DPM penetration in 2022

Goldman Sachs lures Aussies for Kiwi Wealth review

Kiwi Wealth is a default KiwiSaver provider, with about $N9 billion in its scheme.

Citigroup Sells Taiwan Consumer-Banking Business to Singapore’s DBS

In total, DBS, Singapore’s largest bank by market value, will inject about S$2.2 billion into DBS Taiwan.

Schroders’ Chinese wealth management JV gets green light

Schroder Bocom Wealth Management, a tie-up with the Bank of Communications, has received regulatory approval to start business in mainland China.

The HKMA announces a list of eligible banks in Hong Kong for launching the Cross-boundary Wealth Management Connect Pilot Scheme

As set out in the “Implementation Arrangements for the Cross-boundary Wealth Management Connect Pilot Scheme in the Guangdong-Hong Kong-Macao Greater Bay Area” (Implementation Arrangements) promulgated by the HKMA on 10 September 2021

Family Offices to Ramp Up ESG Allocations

Meanwhile, respondents from venture capital, investment service providers, and professional & legal service providers cited investments, risk management, and digital transformation as their top priorities.

Schroders and Nexus develop tech-based fund accounting

The POC successfully demonstrated the technical feasibility and potential business value of applying intelligent data parsing to address user pain points and improve user productivity.

84% millennials have stepped up wealth-management strategy

While the majority of millennials have become more cautious towards finances amid the pandemic, the report also highlighted rising awareness about saving and insurance.

AIA Singapore merges wealth and health offerings

The move is meant to meet the ‘underserved needs’ of high net worth clients.

Banks turn to richest clients for 2022

The new wealth management team absorbed the bank’s trust and pension fund division along with other parts that could boost its capacity.

Apex Group enters New Zealand with acquisition

The acquisition of the MMC business marks Apex Group’s entry into the New Zealand geography through the addition of an office of 170 people, based in Auckland.

2022 predictions: wealth managers

Leading Asia fund selectors identify the opportunities in markets this year.

Hong Kong single family office expands to Dubai

Tsangs Group has launched a new office at the Dubai International Financial Centre.

Global financial services firm seeks Asia wealth expansion

He said the focus would range from investments to credit, estate planning, succession planning, and tax planning.

StanChart to Acquire RBC’s Hong Kong Retirement Trustee Business

The acquisition will enable Standard Chartered to be one of the 13 trustees for Hong Kong’s mandatory provident fund (MPF).

Covid cramps talent hunt at Asian family offices

Travel curbs, cost pressures, liquidity management challenge operating capabilities

Aon appoints head of wealth solutions

The newly created role is a promotion for Sweeney, who has spent more than 28 years with Aon.

Asian Wealth Management Clients Desire Both Digital Delivery and Customer Service

Digitalisation has been transforming the Asian wealth management industry for years, and recent government action has accelerated that trend.

Trends In Wealth Management For 2022

Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. I

Wealth and Asset Management