Managers of Wealth Asia Pacific

Wealth Today buys Sentry Group

“While we will continue to operate both the Wealth Today and Sentry B2B brands, merging our operations provides a powerful combination and expanded resources,”

BlackRock sees joint venture as conducive to China wealth management success

Covering the entire spectrum of clients in China requires two licenses

Regulators press ahead with Wealth Connect

Chinese investors secure nod to open southbound investment accounts onshore

Evrard Bordier on Building the Global Private Banking Proposition and Taking Time to Reflect

He explained that these activities have all served to help him guide the bank, his team and himself through the tough times of the pandemic and to chart a steady course for growth.

“Game over” after nine months: Singapore private bankers feel pressure of big pay rises

This almost immediately heaps additional pressure on newly hired RMs.

Citi Private Bank on Crypto Investing: «Not Now»

But Peng also cautions against buying the current dip, highlighting that the market may not have bottomed due to other strong headwinds.

Swiss private bank bolsters Asia business

In Hong Kong, UBP has added Frankie Tong as managing director, head of investment consultants, North Asia, since March 2021, as well as senior relationship managers Gigi Liu and Connie Chan.

Wealth and lifestyle platform partnership

Autumn prepares users to be future fit in finance, health and wellness, regardless of their life stage.

Pictet’s Asia Wealth Ambition Suffers Blow as a Dozen Depart

Longtime bankers and recent hires alike have left this year

Hywin Holdings Announces Unaudited Financial Results for the Third Quarter of Fiscal Year 2021 (Ended March 31, 2021)

Total net revenues in the quarter ended March 31, 2021 increased by 46.5% to RMB462.80 million (US$71.41 million) from RMB315.88 million in the same period of 2020.

Well Connected

The most recent development — which spans across personal data protection, investor protection and mitigates against money laundering, should be taken into careful consideration by those who plan to make use of the Wealth Management Connect scheme.

HNW investors seek greater role in driving social change

Financial anxiety remains high in Asia-Pacific despite vaccine rollout

Funding for wealth management technology heats up

Interest in financial technological solutions driven by the ongoing Covid-19 pandemic and demand for better customer experiences

Global wealth firm unveils private client arm in Australia

It previously only served the institutional market in the region

Asian family biz wins digital bank license in Labuan

Portcullis, a family office run by David Chong, is set to disrupt private banking with digital-bank Baxian.

The best wealth managers in Hong Kong

The region is home to the largest slice of the world’s population, with the wealth of individuals in the region growing faster than anywhere else.

Are you riding the next wave of growth in Hong Kong’s wealth and asset management sector?

Financial regulators, who have been much more proactive since the last financial crisis

The best wealth managers in Singapore

With its open access to global markets, the expertise of its institutions, and a stable and progressive legal and regulatory framework, Singapore is well-positioned to capitalise on the rapid growth of Asian wealth.

IOOF completes acquisition of MLC Wealth

The ‘new IOOF’ will have greater scale, capability and efficiency which will flow through to clients in the form of value, choice and accessibility – supporting IOOF’s ambition of creating financial wellbeing for all Australians.

China approves Goldman Sachs, ICBC joint wealth management venture

China opened its giant financial sector to foreign companies last year as part of an interim trade deal with the United States signed in January.

Wealth and Asset Management