Wealth Planning

Mobilising lendable securities, including equities and fixed income

Singapore-based investment managers are positioning China and Japan as their top Asian equity plays for 2026, favouring valuation-driven stock selection and income strategies as geopolitical risks reshape portfolios.

Fund launch with IG CLO income strategy

Ultra-high-net-worth investors are letting go of traditional market timing to rebuild portfolios around long-term population shifts, prioritising Asia-Pacific residential hubs and U.S. healthcare over short-term valuation plays.

The latest rounds of moves and appointments in the private banking and wealth management space.

Asian ultra-high-net-worth families are not reacting to market volatility or geopolitics. Instead, the growing dispersion of family members across jurisdictions is pushing wealth owners to rethink how capital is structured, governed, and reviewed.

Janus Henderson signs a distribution Agreement with HSBC to launch a thematic global equity fund

The new Dubai office strengthens its global footprint, which includes major markets across North America, Europe, and Asia Pacific.

Standard Chartered is expanding its wealth management proposition in Asia with a new focus on client health, forging key partnerships with insurer Bupa Global and wearable-tech firm WHOOP to offer integrated wellness solutions to its affluent customer base.

The recent study reveals a "personalization gap," where firms are failing to meet client demands for hyper-personalization, leaving an estimated 90% of potential growth unrealized over a typical three-year planning cycle.

Asia's wealth management industry is undergoing a radical transformation, driven by the dual forces of a historic generational wealth transfer and the rise of artificial intelligence.

The coming decade will be a critical test for Asia's entrepreneurial families. Those who proactively bridge the generational divide and professionalize their approach will see their legacies endure. Those who don't risk seeing a lifetime of work dissipate.