Assets of Thailand’s do-it-yourself investors exceed that of clients in the private bank system, according to the head of wealth management at Phatra Wealth Management.
Tag: Wealth Management
QNB set to open Hong Kong branch
The Doha-based bank plans to offer wealth management services as it expands its China business.
Lu Global hopes to expand WM platform
The Ping An-owned, app-driven wealth management platform is looking for partners to grow outside Asia.
Report: China’s ‘intelligent WM’ assets to triple by 2022
However, a majority of investment recommendations made by digital platforms do not match investors’ needs.
Sharp drop in annual earnings for Jupai
The NYSE-listed Chinese wealth management provider posted a net loss in 2018 on lower revenues and higher costs.
Millennials retain faith in human wealth advisers
The personal touch is preferred over AI technology, according to a survey of UK millennial investors.
Wealth managers don’t satisfy Asia’s HNW
Complex fee structures and the need for a more personal connection with relationship managers have led to dissatisfaction among Asia’s high net worth investors.
Thai regulator in wealth management initiative
Thailand’s Securities and Exchange Commission (SEC) wants to extend the basic tools and best practices in HNW wealth management to all Thai investors.
Asia’s PBs slow to automate
Banks in Asia are slowly digitizing the client wealth experience, but costs and cybersecurity are concerns.
Ping An’s WM platform targets Singapore
Ping An’s Lu International has launched a platform aimed at accredited investors, becoming the latest to enter the growing field of online wealth management.
