As 64% say they lack understanding about how to manage the wealth transfer effectively.
Category: Distributors
HSBC GPB sets out diversification strategy
The wealth manager focuses on quality earnings among global equities, and is positive on credit.
ETF inflows shore up gold
The price of the yellow metal has been resilient to the sharp rise in US real rates, because of demand for gold exchange-traded funds (ETFs), believes Pictet Wealth Management.
UBS GWM beefs up family advisory business
UBS Global Wealth Management makes two senior appointments within Asia advisory & sales client services.
Private equity funds are set for major growth
Apac’s rich are likely to allocate more of their wealth to private equity funds.
RBC WM sees strong economic growth to support US equities
RBC Wealth Management likes the financials, energy and information technology sectors.
Indosuez WM expects modest returns from Asian equities
The firm is positive on China, Singapore and Korea, but is overall neutral towards Asia.
2022 predictions: wealth managers
Leading Asia fund selectors identify the opportunities in markets this year.
Pictet backs European and US high yield credit
But the firm remains nervous about China property borrowers.
Lioner opens regional HQ in Hong Kong
Wealth management firm Lioner International Group opened its Hong Kong office, with a focus on Greater China market.
