Tag: wealth management

New research shows how Asia’s richest families organise their philanthropy.

Endowus CEO Gregory Van warns that investors are mistaking access to more data, products and digital tools for action.

The structural revamp comes as private banks compete for the growing pool of international family assets.

The two European privately owned banks saw significant growth in net new assets, helping drive double-digit profit increases during the first six months of the year.

The French private bank has launched a new training camp for the Gen Z heirs of wealthy Asian families, seeking to address a growing anxiety over who will safely inherit the region's massive private fortunes.

After a $250m Blackstone buyout, one tech family faced a new challenge: how to invest the windfall. They hired Ricardo Beninatto to build an institutional-grade portfolio from scratch.

Sebastian Paredes will step down following a 16-year tenure, with Ng Sier Han preparing to take over next spring.

China wants a 20% cut of offshore trust assets. Wealthy families now have 90 days to find the cash.

Kamran Azim will take charge of RBC’s Asian wealth business, while Rene Buehlmann steps in to lead Franklin Templeton’s regional operations.

Global net inflows reached $3.7 billion during the quarter, according to a Morningstar report, but investors are becoming increasingly discerning about their green allocations.

The two global firms are boosting their senior ranks in Hong Kong and Singapore to meet growing demand from Asia's wealthy investors.

Both financial giants are driving a new tech push to help wealth managers make better sense of alternative investments.