News

Julius Baer’s latest research highlights the challenge of turning founder-led wealth into shared ownership.

Portfolios can be inherited, but leadership cannot. As a massive generational wealth transfer looms, top private banks are partnering with elite universities to prepare heirs for the realities of family governance and enterprise stewardship.

RBC Wealth Management has named a Singapore private banking head and expanded its regional team. LGT Wealth India has appointed an alternatives CIO to lead its private markets platform.

The firm’s latest survey shows rapid adoption plans for tokenised funds and digital cash settlement among wealth and asset managers.

The $3.6 trillion US asset manager is relocating investment and operations staff to the UAE to tap into growing Middle East wealth.

Lina Lim drives BlackRock’s customised portfolio services for ultra-high-net-worth clients, while Koh Pi Hann takes charge of Zedra’s regional fund operations.

The merged entity plans to organise a $400 billion private markets platform and offer more tailored wealth management solutions.

We are taking a short break on October 1. The regular newsletter schedule will resume on Tuesday, October 6.

As the ultra-rich across Greater China increasingly diversify assets into European jurisdictions, the Geneva-based bank is strengthening its offshore advisory capabilities.

As a massive wealth transfer accelerates, the region's ultra-rich are more concerned about investment risks and tax hurdles than inheritance disputes.

A new Citi Wealth survey reveals the region's ultra-wealthy are shifting towards active management and direct investments to navigate market volatility.

Barclays, Julius Baer and HSBC are bolstering their senior ranks to capitalise on the region's booming family office and private wealth sectors.