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Latest Comment & Analysis

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to reach destinations quickly, have all led to the world of upscale private aviation growing. And it is also generati...

Family Business Insights
5 February 2025

Hong Kong Transport Dynasty Figure Sets Out Succession Approach

We talk to a prominent figure in Hong Kong's business sector and transportation industry – William Louey. He discusses how he was able to carve out a role away from day-to-day specific management, while stayin...

Company Profiles
6 January 2025

Financial Planning, "Jumbo" Life Insurance And More: In Conversation With Grandtag

We talk to a financial consultancy working in Asia with HNW and UHNW clients. In particular, the interview examines how forms of life insurance can offer liquidity solutions, and more. ...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains what 2025 may hold for an area that has expanded rapidly in recent years. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential election result and what they mean for specific asset classes. ...

Latest News

People Moves
21 March 2025

Lombard Odier's Asia Region Head Relocates To London

One of the most senior figures at the bank is exchanging Singapore for London; he will continue in his roles and take on new responsibilities. ...

People Moves
21 March 2025

Equiom Group Names New Regional Head Of Asia

The new hire’s expertise – underlined by a strong academic background – spans business transformation, change management, corporate governance, and, in particular, delivering tailored solutions to clients ...

People Moves
21 March 2025

Who's Moving Where In Wealth Management? – BNP Paribas, Sun Life

The latest moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...

Philanthropy
21 March 2025

Citi Private Bank Launches Philanthropy Offering In Asia

The solutions being offered are led by the US bank's family office group. ...

Surveys
21 March 2025

Investors Increasing Private Market Allocations – Nuveen

US-based Nuveen, the investment management arm of TIAA, has just released its “Fifth Annual EQuilibrium Global Institutional Investor Survey: Institutional Investors Broaden Their Reach in Private Market Alloc...

People Moves
20 March 2025

Who's Moving Where In Wealth Management? – Lioner

The latest moves, appointments and personnel changes in the Asia-Pacific wealth sector. ...