News, Comment & Analysis results for Archive

New Office
11 July 2025

Japan’s SuMi TRUST Targets Singapore

Sumitomo Mitsui Trust Asset Management’s (SuMi TRUST AM), a large Japanese investment house,...

WM Market Reports
11 July 2025

You Could Be Fired: No Room For Wealth Advisor Complacency In Generation Shift

The fear that the children or relatives of HNW clients might choose a different advisor is one of...

Offshore
11 July 2025

US "Gold Card" Programme Highlights Fight For International HNW Money

The "Devil is in the detail" when it comes to the proposed "gold card" programme to attract wealthy...

People Moves
11 July 2025

Who's Moving Where In Wealth Management? – Vistra, UBS, Others

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

New Products
11 July 2025

What’s New In Investments, Funds? – Future Fund Oman, Templewater

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

Alt Investments
10 July 2025

Financial Advisors Boost Private Market Allocations – Blackstone

Blackstone’s private wealth group recently conducted its “Summer 2025 Advisor Pulse” survey,...

Awards
10 July 2025

Asia's Outstanding Wealth Management Professionals Profiled In "Acclaim"

Congratulations again to all involved in these awards. ...

People Moves
10 July 2025

Who's Moving Where In Wealth Management? – JP Morgan Private Bank

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

Alt Investments
10 July 2025

Coller Capital Closes Another Secondaries Fund, Says Sector Important Diversifier

Whether held in an evergreen structure or some other form, UK-headquartered Coller Capital is a...

People Moves
10 July 2025

Eastspring Investments Appoints Head Of Global Financial Institutions, Intermediaries

The newly-appointed figure – based in Singapore – has worked in the wealth and intermediary...

Comment & Analysis results for Archive

Tax
1 July 2025

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...

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...