Editors

J.P. Morgan Private Bank strengthens its Greater China leadership while WRISE elevates its Middle East operations following strong regional growth.

Singapore and Hong Kong are well positioned to benefit as families look beyond returns to jurisdictions that offer greater protection and structures to their wealth, Julius Baer says.

The senior appointees will bolster third-party fund distribution across intermediaries and scale digital platform advisory services for clients in Asia Pacific.

The bank’s latest offering gives wealthy clients access to Keppel’s Asia-Pacific data centre strategy, extending its range of alternative investments.

The latest survey from Citi reinforces the role of AI in investment decision-making, but wealthy investors prefer the hybrid model: AI and human advisers working together.

The Swiss bank becomes a shareholder in the Indian wealth manager that acquired its onshore wealth business, marking a further step in the two firms' strategic partnership.

The Taiwanese lender is adding Swiss investment and succession-planning expertise as Taiwan expands its regulatory framework for serving wealthy families.

The proposed deal builds on a strategic partnership announced in March, with IFCG considering the adoption of WRISE’s AI-driven adviser technology after the transaction closes.

The private bank is linking investment advice with business transition and family stewardship as it expands its services for ultra-wealthy clients.

The former Bank of Singapore executive will oversee mandates, funds and alternatives as Deutsche Bank strengthens its investment solutions team.

The democratisation of private markets is giving family offices and wealthy investors enhanced access, but experts warn that liquidity risks remain easy to underestimate.

Julius Baer’s latest research highlights the challenge of turning founder-led wealth into shared ownership.