News, Comment & Analysis results for Archive

New Office
20 June 2025

Chubb Life HK Pushes Further Into Wealth Sector, Opens Centre

The firm gave figures showing that at the end of 2023, the wealth and asset management sector in...

People Moves
20 June 2025

Former JP Morgan Figures Join Bank J Safra Sarasin In Asia

The bank, headquartered in Switzerland, described the arrival of the three bankers as a "pivotal...

Strategy
20 June 2025

Fathers and the Future: Building a Legacy Beyond Wealth

Last weekend, Father's Day provided people with a chance to pause and consider what fatherhood...

People Moves
20 June 2025

Barclays Names Ex-HSBC Senior Figure As New UAE Private Bank Head

The lender has named a new private banking head for the UAE, now very much at the centre of...

People Moves
20 June 2025

Allianz Global Investors Names New Chief Economist

The new chief economist’s “deep understanding” of European and global long-term economic...

Emerging Markets
20 June 2025

Wake Up To Attractive Indonesia Equity Valuations, Tailwinds – Julius Baer

The populous country, a significant holder of natural resources and a youthful demography, has much...

Investment Strategies
19 June 2025

How Pictet Navigates Policy, Market Turbulence

Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...

New Products
19 June 2025

What’s New In Investments, Funds? – Franklin Templeton, Goldman Sachs Asset Management

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

Surveys
19 June 2025

Global Wealth Rose In 2024, US Dominates Trend – UBS

Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...

People Moves
19 June 2025

Change At The Top Of GAM, New CEO Named

After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...

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...