Wealth Planning

The Swiss wealth manager finds that high-net-worth individuals are flying overseas to bypass tariffs, while doubling down on precious metals.

RBC, Atlas Capital and Barclays name senior private wealth leaders, as Amundi and Allspring update regional asset management desks.

HSBC appoints a new executive to drive its artificial intelligence initiatives, as DWS and Pictet add senior regional leaders.

Family offices and ultra-high-net-worth investors are viewing opportunities through the dual lenses of AI and sustainability, as digital and energy shifts reshape investment priorities.

RBC adds four senior private bankers to boost its wealth planning services in Hong Kong, as Value Partners executes a planned succession for its fixed income desk.

As capital continues to flow into Asia, the French insurer is leveraging Hong Kong's status as a top offshore hub to offer multi-jurisdictional wealth planning and direct access to European investments.

The biggest threat to Asian wealth today is not a sudden market crash but the persistent delay of aging founders in resolving family politics, private banking giants UBS and Lombard Odier warn.

An unprecedented wave of Chinese capital has shifted the global centre of wealth, ending Europe's centuries-old reign as the offshore vault.

The lender is doubling down on its onshore wealth footprint in Taiwan by tapping a local banking veteran to lead its private banking expansion.

The partnership allows Asian professional investors to buy and trade tokenised US government debt, offering a faster alternative to traditional fund settlements.

Investors across Asia are sitting on large piles of cash, missing out on growth while still hoping for 8.6% returns, a Fidelity study finds.

The former Manulife distribution chief will lead billionaire Richard Li's private wealth unit.