Latest Comment & Analysis
The Asian EAM Opportunity: What Bank Custodians Say
Northern Trust, Deutsche Bank, Lombard Odier, Standard Chartered and RBC Wealth Management talk to this publication about the work they do with external asset managers in Singapore and the surrounding region. ...
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 the background of a financial crash and desire by HNW clients to tear up traditional ways of managing their mone...
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and independent wealth firms in Singapore and the wider region. Matters ranging from compliance through to the impact of...
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 these unsettled times, these often difficult subjects are increasingly front of mind. ...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk clients but across the board – according to a study. ...
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. ...
Latest News
UBS Announces $2 Billion New Share Buyback Programme
The lender has recently complained about suggested hikes to capital requirements from the Swiss federal government. ...
What's New In Investments, Funds? – BlackRock, HSBC, Manulife Singapore
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change
We talk to a businesswoman, TV personality, academic and author about her annoyance, and frustrations, about the changes to the non-domicile system, and what she thinks needs to be done instead to attract tax re...
Asia-Pacific Family Offices Lead Succession Planning – BNP Paribas WM, Campden Wealth Report
A focus on family harmony, strategic tech investments and responsible investing reveals a new era of stewardship in the region, according to a BNP Paribas Wealth Management and Campden Wealth report. ...
NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann
The first generation of a UHNW family might focus initially on protecting – and enjoying – what they have. And rightly so. But at some point, as a family expands, it must switch into creation mode. We talk a...
HSBC Global Private Banking Names New APAC Wealth Planning, Advisory Head
The appointee, who has been at HSBC since 2019, previously worked at firms in the financial sector including JP Morgan and UBS. ...