Amanda Lee joins the US bank from JP Morgan Private Bank.
Tag: Wealth Management
AIA launches wealth management unit in the Philippines
The launch is part of AIA Philippines’ rebrand from Philam Life.
HSBC opens wealth management centre in Taiwan
The bank plans to establish two more wealth management offices in 2023.
Investors favour human touch over robo advisory
Amid increasing adoption of digital and robo advisors, wealthy investors have expressed concerns over the lack of a personal touch with their financial advisors.
Credit Suisse streamlines Asia wealth management team
The Swiss group has announced plans to streamline its Asia Pacific wealth management division.
Citi unveils first ever global wealth centre in Hong Kong
The US bank officially unveiled the new centre in Hong Kong’s Kowloon district yesterday.
UBS launches digital wealth management platform in China
WE.UBS is the first platform of its kind by a global wealth manager in the country.
Lioner names Singapore CEO
This comes as its Singaporean entity has recently obtained a financial adviser’s licence from the Monetary Authority of Singapore.
Credit Suisse to set up wealth operation in China
It will reportedly start offering services in the country next year.
