News, Comment & Analysis results for Archive

People Moves
25 April 2025

Summary Of Senior Asia-Pacific Moves Wealth Management – February 2025

The latest senior moves roundup; the summary covers a relatively busy month in February, with...

Investment Strategies
25 April 2025

Julius Baer, SumiTrust Optimistic On Japanese Equities Despite Tariff Turmoil

Together with Julius Baer, Kazunaga Saso at SuMiTRUST, the Japanese investment house with $609...

People Moves
25 April 2025

RBC Appoints Former UBS Figure For Senior Singapore-Based Role

The newly-appointed figure has a 25-year track record in the investment and portfolio solutions...

Philanthropy
24 April 2025

Manulife Hong Kong, Charity Collaborate On "Emotional Education"

In the aftermath of the pandemic and the lockdowns and other measures set up to contain it, there...

People Moves
24 April 2025

HSBC In Senior Asia Reshuffle – Report

The lender is cutting bank jobs from its China-based digital wealth project, and making changes to...

Fund Management
24 April 2025

Canada's Langdon Equity Partners Launches Small-Cap Fund

The new fund, available in a UCITS fund structure, is open to Asian and European investors. ...

Strategy
24 April 2025

Tech Is Core Of Wealth Industry, Human Element Remains Vital – SEI

We talk to US-headquartered SEI and its private banking and wealth management head about...

M and A
23 April 2025

Nomura Agrees To Buy Macquarie's US, European Asset Management Groups

Under the deal, expected to close by the end of 2025, the Japanese group will obtain three entities...

New Products
23 April 2025

WRISE Launches Corporate Finance, Advisory Arm

The new entity comes after WRISE bought a licensed financial advisory firm in Hong Kong which...

Strategy
23 April 2025

UBS Enters Indian Wealth Management Pact

The Swiss banking group has agreed to collaborate with the India-based wealth management house,...

Comment & Analysis results for Archive

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...

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...

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...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...