09/27/2022
WMI Eyes Major Demand for Family Office Programs
WMI also announced the co-development of a philanthropy guide on donor-advised funds with Private Banking Industry Group.
Wealth and Asset Management
09/26/2022
Swiss bank UBP returns to Chinese markets
Villamin said UBP saw some “hope” that there would be more stimulus measures ahead of and after the Communist Party Congress in October.
09/23/2022
The great wealth transfer in Asia Pacific - Deutsche Bank
Legacy planning can take many forms, depending on what families hope to achieve, how large or complex the family is, what types of assets they invest in, their risk tolerance, and investment philosophy.
09/21/2022
Global Wealth Report 2022 – record wealth growth in 2021 tapered by challenging 2022 market environment
Wealth per adult rose 8.4% to USD 87,489. Setting aside exchange rate movements, aggregate global wealth grew by 12.7% in 2021, which is the fastest annual rate ever recorded.
09/21/2022
4 top wealth management platforms established in Singapore
The breadth and depth of institutions here also give them ready access to global and regional financial markets while providing a full suite of wealth management services to meet their every need.
09/21/2022
Julius Baer acquires stake in GROW Investment Group
The cooperation between GROW and Julius Baer will undoubtedly create value for these clients and support our growth plans for this important market.
09/16/2022
Private Debt Goes Mainstream in Asian Wealth Management
For private debt, 2022 may be the year the asset class goes mainstream in wealth management
09/15/2022
UBP sees opportunities in Singapore's growing family office landscape
The Swiss private bank has set up four pillars to help ultra-rich clients planning to set up family offices.
09/15/2022
Credit Suisse-Tycoon Clash Has Wealth Industry Holding Its Breath
Billionaire suing CS Trust for damages tied to banker’s fraud
09/15/2022
Asia family offices less optimistic
Citi Private Bank survey shows Asian family offices second least optimistic when predicting returns for the next year.
09/14/2022
UBP sees opportunities in Singapore’s growing family office landscape
The Swiss bank has benefited from the growth of family offices and its asset management service strengthens its overall investment platform, said Ranjit Khanna.
09/14/2022
Asian family offices expand into alternatives
The demand from both older and newer generations of (U)HNWIs are spurring a development in private asset offerings for single and multifamily offices.
09/13/2022
CEO & Founder of Legacy Wealth Advisors Explains her Innovative Holistic Approach to Wealth Management & Legacy Planning
In particular, she was keen to emphasise her passion for a truly empathetic and holistic approach to helping private clients and their families curate robust legacy and succession planning with a multi-generational perspective.
09/12/2022
HSBC sets up new wealth management business
The launch of HSBC Philippines’ new business is timely given that in the Philippines, rising wealth is observed through increasing bank deposits and investments on securities.
09/09/2022
Apac HNWs diverting to ‘safer’ alternative and private assets
Investors top motivation is to ‘make the world a better place’
09/06/2022
Aegon Asset Management wraps up distribution business in Hong Kong
On Hong Kong Securities and Future Commission’s online registry of institutions, the company confirmed that it has ‘ceased business of regulated activities’.
09/05/2022
Credit Suisse Planning China Wealth Unit Next Year
The wealth management market in China is about $4.2 trillion in a country where household wealth is growing faster than the economy.
09/02/2022
More wealthy Chinese moving to S'pore as China becomes more hostile to the rich: Financial Times
Singapore becoming more attractive for the rich.
09/02/2022
moomoo Singapore wealth management AUM soared 3.7 times in 3 months
Both revenue and net profit increased 10.8% and 25.1% from the corresponding period year-over-year
09/01/2022
M&G Forms Japan Real Estate Partnership with ESR
The inaugural project under this partnership will involve a majority interest from M&G in the development of a logistic facility in Nagoya with ESR managing the facility upon completion.