Tag: wealth management

As next-generation wealth holders use the emerging technology to build forensic investment views, managers face a new bar and a new frontier.

Traditional banks can no longer rely on personal ties alone as tech rivals use massive digital scale to rewrite the rules of wealth management, according to Ed Lin.

Top private banks and asset managers are fleeing risk for safe havens as the US-Israel war against Iran triggers a spike in oil prices and systemic geopolitical risk.

Deutsche Bank, Klay Group and Fiera Capital make senior appointments

Asia’s wealth and asset management sector opens 2026 with a fresh round of senior appointments as firms recalibrate leadership amid shifting client demands

Sun Life hires a Citi veteran to lead its high net worth business, while Citi appoints two wealth executives to bolster its division.

Klay Wealth and Lighthouse Canton make senior appointments in India.

AI-powered “Wealth Intelligence” for client advisors