01/24/2022
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.
01/24/2022
While the majority of millennials have become more cautious towards finances amid the pandemic, the report also highlighted rising awareness about saving and insurance.
01/21/2022
The move is meant to meet the ‘underserved needs’ of high net worth clients.
01/17/2022
The new wealth management team absorbed the bank’s trust and pension fund division along with other parts that could boost its capacity.
01/17/2022
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.
01/16/2022
2022 predictions: wealth managers
Leading Asia fund selectors identify the opportunities in markets this year.
01/14/2022
Hong Kong single family office expands to Dubai
Tsangs Group has launched a new office at the Dubai International Financial Centre.
01/14/2022
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.
01/13/2022
The acquisition will enable Standard Chartered to be one of the 13 trustees for Hong Kong’s mandatory provident fund (MPF).
01/13/2022
Travel curbs, cost pressures, liquidity management challenge operating capabilities
01/13/2022
The newly created role is a promotion for Sweeney, who has spent more than 28 years with Aon.
01/13/2022
Digitalisation has been transforming the Asian wealth management industry for years, and recent government action has accelerated that trend.
01/13/2022
Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. I
01/13/2022
Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.
01/12/2022
PineBridge’s said the newly created role reflects its wealth business strategy and focus for the Asia Pacific region.
01/12/2022
China's wealth management market reached 27.9 trillion yuan ($4.4 trillion) as of September last year
01/12/2022
The London-headquartered bank worked with a consulting firm last year on a feasibility study, according to people with knowledge of the matter.
01/11/2022
Analytics transformation in wealth management
Modernization can be game changing when it targets the role of RMs.
01/11/2022
Having more than doubled its assets under management (AUM) since 2016, UBP's wealth and asset management businesses at the end of 2020 manage more than USD 30 billion across Asia.
01/10/2022
Min Lan Tan, head chief investment office at UBS Global Wealth Management