Tag: wealth management

Preparing spouses early can help safeguard family wealth and preserve continuity across generations.

The firm’s latest survey shows rapid adoption plans for tokenised funds and digital cash settlement among wealth and asset managers.

The multi-trillion-dollar scramble to fund AI infrastructure is driving up borrowing costs, deepening the rout in government bonds.

From navigating multi-jurisdiction lifestyles to preventing corporate fire sales, Asian founders face a 10-year deadline to organise their cross-border assets before passing down their fortunes, warns the wealth chief of Sun Life.

The merged entity plans to organise a $400 billion private markets platform and offer more tailored wealth management solutions.

As the ultra-rich across Greater China increasingly diversify assets into European jurisdictions, the Geneva-based bank is strengthening its offshore advisory capabilities.

Barclays, Julius Baer and HSBC are bolstering their senior ranks to capitalise on the region's booming family office and private wealth sectors.

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.