News, Comment & Analysis results for Archive

People Moves
6 July 2026

Former Standard Chartered Interim CFO Hired By Julius Baer

A new CFO is coming to the Swiss private bank, following a brisk period of change in that role at...

Investment Strategies
6 July 2026

Lombard Odier Underlines 10 Investment Convictions For H2 2026

Swiss private bank Lombard Odier outlines its 10 investment convictions for the second half of...

Investment Strategies
6 July 2026

EXCLUSIVE: Barclays Private Bank Monaco Constructive On US, Emerging Market Equities

With geopolitical tensions riding high, Valerie Genin, head of investments Monaco at Barclays...

People Moves
6 July 2026

Who's Moving Where In Wealth Management? – Acadian, UBS

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

Strategy
3 July 2026

Standard Chartered, Cambridge Launch Leadership Programme For Private Bank Chiefs

Several banks and academic institutions around the world are building programmes and courses. ...

Strategy
3 July 2026

DBS, Samsung Securities Sign Wealth Management Tie-Up

The agreement pairs the Singapore bank's regional platform with the South Korean firm's domestic...

People Moves
3 July 2026

Natixis Services India Names New CEO

Paris-headquartered Natixis Corporate & Investment Banking bolsters technology and innovation hub...

People Moves
3 July 2026

HSBC Names New Head Of Trust, Fiduciary Services

The successor to the role of leading the TFS business will relocate to Hong Kong from London. ...

M and A
3 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – BlueFive Capital, Al Murjan

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Technology
2 July 2026

OCBC Unveils Avatar Banking In Wealth Management, To Hire 600 RMs In Consumer Banking Wealth Arm

OCBC is deploying an AI-native bank mobile app in the region – incorporating two avatars to offer...

Comment & Analysis results for Archive

Asset Management
9 April 2025

The Asian EAM Opportunity: What Bank Custodians Say

Northern Trust, Deutsche Bank, Lombard Odier, Standard Chartered and RBC Wealth Management talk to...

Company Profiles
8 April 2025

Independence Remains Big EAM Force; Sector Faces Compliance Challenges – HP Wealth Management

This news service talks to HP Wealth Management, an external asset manager founded in 2009 against...

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

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...

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...

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 –...

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...

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...