LGT Private Banking says investors entering 2026 face a regime shift where AI infrastructure bottlenecks, digital-asset volatility, and Asia’s uneven recovery demand more agile diversification.
In a wide-ranging discussion, Hsiao Ching, head of investor solutions for private wealth at Seviora Group, highlights how Asia’s ultra-wealthy are adapting portfolios to slower exits, generational change, and evolving private bank roles.
Key opportunities now lie in high-dividend stocks, investment-grade bonds, and a resurgent EM equity landscape—while gold is reaffirmed as a core holding in a structurally bullish cycle.
Dec 10, 2025
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Boman Group's evolution—from a niche wealth manager for new immigrants to a cross-border investment facilitator—reflects the broader journey of Chinese capital itself.
The investment case for Asian equities is being rewritten by global AI infrastructure needs and the rise of local Gen Z consumers, according to Allianz Global Investors.
While maintaining a neutral short-term stance on Japan after its rally, Leung remains positive on its medium-term outlook. She also highlighted strong client demand for alternatives - both for diversification and return enhancement.
As competition intensifies and assets under management grow, the ability to attract talent and leverage technology appears increasingly crucial for firms seeking to capitalize on India's wealth management opportunity.
The anticipated premiership of Sanae Takaichi is set to reshape Japan's financial markets, with analysts predicting a surge in stocks—particularly in defense, energy, and AI sectors—alongside a sustained period of yen weakness.