Managers of Wealth Asia Pacific

Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors

Wealthy investors use credit cards, make payments, and take out mortgages.

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Netwealth sees 70% managed accounts FUM increase

Total FUM grew by 61.4% to $11.7 billion, while funds under administration grew 49.6% to $47.1 billion.

Hywin to Announce Fourth Quarter and Full Year of Fiscal 2021 Financial Results on August 31, 2021

Before the market opens on Tuesday, August 31, 2021.

Malaysia’s Maybank Asset sees new shariah fund hit 500 million ringgit by year-end

The initial offer period ends on September 5.

Aussie wealth management amounts to $3.06t

The sector accounted for over a quarter of the entire financial services market in Australia and was the second largest segment of the financial services sector

Asian Fixed Income Monthly - Nikko AM

Credit spreads widened across all Asian countries in July

Haitong Hires Julius Baer Banker to Lead Family Office Unit

Teow is a veteran private banker and was most recently with Julius Baer as a UHNW relationship manager.

UBS launches WM joint venture in Japan

UBS has partnered with Sumitomo Mitsui Trust to offer global securities and wealth management capabilities to Japanese HNWIs.

Meet the emerging affluent – Your Gen Y, largely wealthy digital native client

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Andrew Braun, General Manager, Marketing at Netwealth

HSBC To Acquire AXA Singapore

A key milestone supporting HSBC’s ambition to be Asia’s leading insurance and wealth provider

Which sectors are ripe for M&A activity?

There are three sectors which could see increased merger and acquisition activity this year, according to Wealth Within’s Dale Gillham, as companies seek to utilise excess cash.

AMP announces 1H 21 results

Australian wealth management increased its assets under management (AUM) in 1H 21, though earnings were impacted by pricing and legislative changes.

An Irreplaceable Place for Wealth Succession

DL Family Office works closely with its parent company DL Holdings Limited with its other business segments

Jupiter outsources £80m Chinese equity contract

Jupiter has appointed Ping An of China Asset Management to run its Jupiter China Fund.

HSBC launches wealth portfolio plus service to High Net Worth clients

The new service reflects HSBC’s strategic focus on the high net worth segment as part of its commitment to the Asian wealth business

Connected- the writing’s on the wall for wealth managers unable to adapt and move to an agile ecosystem approach

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Olivier Crespin, Chief Executive Officer at Zand

WealthTech Views RegTech Report: The view from Novastone

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Douglas Orr, Founder & Chief Executive Officer at Novastone

UBS Launches Wealth Management JV in Japan

Soon thereafter, the two groups established a consultation and event organizing company to identify prospective new clients and began cross-selling each other’s products into their respective client bases.

NAB eyes HNW expansion with global banking buy

NAB has doubled down on the high-net-worth advice space months after unloading MLC to IOOF, purchasing a global bank’s consumer business that it says will create opportunities to better serve sophisticated investors.

Wealth and Asset Management