Client ‘needs have extended from personal to family, corporate and social’.
Tag: Wealth Management
ADDX recognises crypto assets for onboarding
The policy is for crypto-owning people who apply for accredited investor status in Singapore.
RBC WM adds private bankers as SEA wealth management head retires
Meanwhile, UBS GWM has hired a head of wealth planning in the region.
Wealthy clients want the personal touch
New research reveals the importance of wealth managers in Apac providing digital offerings and a high-touch service, according to Refinitiv.
GBA rich demand more sophisticated advice
ESG and crypto feature strongly among risk-seeking wealthy investors in the region, a study finds.
Capco hires two senior Asia Pacific executives
The technology and management consultancy has added to its regional leadership team.
China extends wealth management scheme
The pilot programme for retiree products is expanded to other cities.
DBS’s record profit boosted by wealth management fees
The bank said it was restoring “a trend of consecutively higher earnings” as the effects of the pandemic ease.
AIA Singapore merges wealth and health offerings
The move is meant to meet the ‘underserved needs’ of high net worth clients.
Singapore wealth platform buys UK digital bank
The acquisition will allow the group to obtain a banking licence in Britain.