EAM

Lioner’s approach is built around a multi-disciplinary team of experts spanning trust services, law, wealth planning, accounting, and tax advisory, working collaboratively to deliver personalized service for its clientele.

The new entity, Bentley Reid (DIFC) Limited, has been incorporated within the DIFC and has received a Category 4 regulatory licence from the Dubai Financial Services Authority (DFSA).

The move signals a significant step in the firm's ambitious growth strategy, aimed at capturing a larger share of the region's burgeoning high-net-worth (HNW) and ultra-high-net-worth (UHNW) client market.

DBS and Franklin Templeton to launch tokenised trading and lending soltions in partnership with Ripple

Klay Wealth and Lighthouse Canton make senior appointments in India.

Lazard names a new global asset management CEO, while Schroders and Bain strengthen their Asia benches with seasoned leaders and advisors, underscoring the sector’s focus on continuity and expertise.

The acquisition enables Hoxton Wealth to expand its product offerings in Asia, including medical insurance—a new addition to its portfolio.

As compliance costs balloon and digital platforms disrupt traditional channels, private banks face a brutal calculus: Do EAMs deliver enough net new money to justify the risks?

Lau has held senior positions at Credit Suisse, Azura Investment Partners, UBS, and Citigroup Private Bank.

Last year, the firm introduced an employee co-investment scheme, turning team members into stakeholders.