News, Comment & Analysis results for Archive

Financial Results
21 August 2026

Lombard Odier Posts Record SFr239 Billion AuM In H1 2026

The Geneva-based private bank reported record client assets and net profit for the first six months...

People Moves
21 August 2026

Who's Moving Where In Wealth Management? – Standard Chartered

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

New Products
21 August 2026

What’s New In Investments, Funds? – Value Partners

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
20 August 2026

Asians Value Independence Over Inheritance: Survey

A Manulife survey of more than 9,000 adults across nine Asian markets finds that most people think...

Technology
20 August 2026

DBS Keeps Agentic AI Story Bubbling

The banking group has extended an agentic AI solution to around 1,500 employees globally after a...

Investment Strategies
20 August 2026

EXCLUSIVE: Emerging Markets Shine After SK Hynix Buyback – Franklin Templeton

Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...

Technology
19 August 2026

Tech-Human Combination Critical In Investment, Wealth Management – BlackRock

As AI and tech play a critical role in investment and wealth management, experts at BlackRock...

Practice Strategies
19 August 2026

BNP Paribas WM Signals Younger Generation Engagement

The bank argues that although Asian families increasingly put succession structures into place,...

WM Market Reports
19 August 2026

Stocks, Luxury Goods To Benefit, Traditional Collectables Will Suffer In Great Wealth Transfer – Study

There is considerable commentary on a multi-trillion dollar wealth transfer and what impact it will...

People Moves
18 August 2026

UOB Names ASEAN, Greater China Head

The bank said it is tapping into the expanding business opportunities in the ASEAN collection of...

Comment & Analysis results for Archive

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...