Wealth Planning

The Canadian insurer has set up a single platform across Hong Kong, Singapore, Bermuda and Dubai to target growing cross-border wealth.

The French firm is buying out private equity giant Warburg Pincus to team up with state-backed Bank of Baroda.

The region’s rich are taking bold risks in the market while putting off wealth transfer, increasingly seeking geopolitical safe havens to anchor their fortunes, Lombard Odier says.

New studies by DBS and Fidelity International say investors across the region are diversifying their portfolios with non-traditional assets, as they shift their focus towards long-term wealth creation.

Despite the rapid institutionalisation of private and sovereign wealth in Asia, the region's wealth managers are capturing only a fraction of the available market, says PwC's Paul Pak.

As more foreign professionals consider the city home, independent advisory firms jump at the chance to outsmart major private banks.

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.