Wealth Management

Preparing spouses early can help safeguard family wealth and preserve continuity across generations.

The proposed deal builds on a strategic partnership announced in March, with IFCG considering the adoption of WRISE’s AI-driven adviser technology after the transaction closes.

The private bank is linking investment advice with business transition and family stewardship as it expands its services for ultra-wealthy clients.

The democratisation of private markets is giving family offices and wealthy investors enhanced access, but experts warn that liquidity risks remain easy to underestimate.

Investors want returns beyond Bitcoin’s price gains, but appetite outpaces deployment. Custody, liquidity and the source of yield remain central to the investment decision.

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.

Assets are rising far faster than headcount across Asia’s wealth industry, forcing banks to decide whether AI-enabled productivity should drive scale or stronger client engagement.

Nomura is building client coverage for Southeast Asia and the Middle East, while Schroders is extending its wealth advisory offering to Asia.

The partnership will offer access to private assets, infrastructure and venture investments through a range of evergreen private markets funds.

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.

The multi-trillion-dollar scramble to fund AI infrastructure is driving up borrowing costs, deepening the rout in government bonds.