03/04/2022
New study sees Singapore as top family office hub
As Hong Kong continues to struggle with the pandemic, Singapore looks destined to become the region’s family office hub.
Wealth and Asset Management
03/02/2022
SJP partner firm sets up shop in Hong Kong
As it merges with seven other St James’s Place businesses in the special administrative region
03/01/2022
NRI’s I-STAR/GV provides SaaS to Westpac wealth business
Apart from facilitating HIN administration, Trade Settlements, Transfers & Conversions, the I-STAR/GV platform enables automation and STP based processing of Corporate Action event lifecycle, thereby optimizing operations.
03/01/2022
Schroder BOCOM Wealth Management has opening ceremony in Shanghai
It is also the second venture between the two groups since forming the Bank of Communications Schroders Fund Management Co., Ltd. in 2005.
03/01/2022
China extends wealth management scheme
The pilot programme for retiree products is expanded to other cities.
03/01/2022
Chubb Life Hong Kong wins Whole Life Product Category at the Benchmark Wealth Management Awards 2021
The winning product, Chubb MyLegacy Insurance Plan (Chubb MyLegacy), is a savings insurance plan that provides long-term financial growth combined with flexibility in choosing how to design the plan
03/01/2022
Macquarie, KKR face off for Westpac business unit
The two companies are reportedly set to bid for the big bank's wealth management business
02/28/2022
Aussie wealth firm Koda apologises for pushing Russian stocks
“Geopolitical events tend to be short-lived … Russian stocks are very cheap on any metric and offer a 20 per cent-plus dividend yield.”
02/28/2022
The Gen Y factor: how a new breed are reshaping family portfolios
The next-generation of family offices in Asia are taking a fresh look at asset classes, as interest turns away from traditional investments and towards exciting new ventures.
02/27/2022
Wealth planning firm opens Hong Kong office
Carlie Anderson Strategic Wealth Planning, are establishing offices in the heart of Hong Kong to better Serve Investors in a rapidly growing Asia Pacific Market.
02/27/2022
Hana Bank to expand art wealth management
Based on the partnership, Hana Bank will provide consulting services for clients interested in purchasing and selling artworks.
02/25/2022
Nomura to Expand Asia Wealth Business
The report said Nomura has already hired more than 50 relationship managers from other banks, including BNP Paribas and Deutsche Bank.
02/25/2022
China to expand wealth management pilot scheme for retirement savers - regulator
The China Banking and Insurance Regulatory Commission will also allow more wealth management companies to participate in the pilot, it said in a statement.
02/24/2022
OCBC Targeting Wealth Management Growth
Headcount growth, partly for the wealth management segment, was cited by the bank as a key driver of a 7 percent increase in operating expenses for the full year.
02/24/2022
Hywin Holdings: Financial Results for the First Half of Fiscal Year
Continued strong momentum in new client acquisition
02/24/2022
Blackstone Plans to Double Headcount in Asia Targeting Wealthy
Wealthy Asians pour money at record pace into alternatives
02/22/2022
Wealth manager Hub24 races to beat ‘war for talent’
The ASX-listed wealth management platform
02/21/2022
Jarden raises $NZ60m from family offices
The term sheet invited family offices known to the firm in Australia and New Zealand to bid for allotments of at least $200,000.
02/21/2022
Why Personalized Advice at Scale is the Next Evolution of Wealth Management
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/21/2022
Family offices should consider multiplying their giving with impact investing
Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue