News, Comment & Analysis results for Archive

People Moves
24 November 2025

Who's Moving Where In Wealth Management? – HSBC

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

New Products
24 November 2025

What’s New In Investments, Funds? – Eastspring Investments

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

People Moves
21 November 2025

UBS Names Singapore, South-East Asia Chairman

The incoming chairman has several decades of leadership experience across public and private...

People Moves
21 November 2025

Leo Wealth Adds Ex Indosuez WM Hong Kong CEO To Team

The former long-serving figure at Indosuez takes up a new Hong Kong-based role. ...

Surveys
21 November 2025

Families Give Financial Security Top Billing, But Fear Wealth Won't Endure – Sun Life Asia Study

The report from Sun Life's Asia business sheds light on how citizens in Singapore, Vietnam,...

Technology
21 November 2025

Swissquote Bank In Singapore Unveils OpenWealth API Connectivity

The Swiss firm in Singapore is using its system to help improve onboarding and other important...

Investment Strategies
21 November 2025

Amundi Leans Towards Emerging Market Assets In 2026

Paris-based European asset manager Amundi released its 2026 global investment outlook at a media...

M and A
20 November 2025

Indosuez WM Takes Complete Ownership Of Wealth Dynamix

The acquisition completes the France-headquartered group's ownership of a wealthtech firm operating...

Surveys
20 November 2025

Private Equity Shines Bright For Endowus Clients – Study

Such studies come at a time when wealth managers are being regaled with the presumed benefits of...

Philanthropy
20 November 2025

Philanthropy, Foundations And Jurisdictions – The View From Pictet 

The Swiss private banking group examines recent philanthropy trends and looks at the kind of...

Comment & Analysis results for Archive

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Company Profiles
17 July 2024

Talent Management Is Julius Baer's Asia Growth Engine

We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...

Family Office
14 February 2024

After Rapid Growth, Singapore's Family Office Sector Matures

We talk to law firm DLA Piper about the work it has been doing with ultra-HNW wealth holders about...