More sophisticated family offices demand more complex products.
Tag: Wealth Management
LGT buys CBA’s personal advice business
The transaction is expected to close by mid-2025.
Survey: Hong Kong’s rich ready for AI to guide wealth decisions
Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.
Blue Owl taps Pimco for Australia wealth manager
The alternatives asset manager continues to strengthen its Australian bench.
HSBC GPB’s Lina Lim: diversification is vital
HSBC Global Private Banking’s Apac regional and Hong Kong head of discretionary and fund, investments and wealth solutions emphasises the scalability of the bank’s services while maintaining a focus on each client’s expectations.
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
Endowus unveils a full-service wealth management platform for HK investors
Endowus’s digital wealth app also introduces a range of features and functions designed specifically for retail investors in Hong Kong.
Citibank Singapore opens two new wealth centres
New locations in One Holland Village and Parkway Parade are ready to serve clients closer to their homes and complement the bank’s main Orchard hub.
Julius Baer: Asia’s wealthy families fear political instability
Geopolitical diversification of their assets is a major focus for the region’s rich, who are also keen to turn to specialists for advice.
Singapore’s central bank expands blockchain pilot
The Monetary Authority of Singapore will soon expand its industry pilot initiative to include three new asset classes.