Asset Allocation

Earlier this year, the firm bolstered its traditional asset management scale with the US$1.8 billion purchase of Macquarie’s U.S. and European public asset management businesses.

Comparing financial markets to the unpredictable open seas, Lombard Odier’s latest research advises investors to abandon the futile quest for perfect forecasts and instead adopt the navigational discipline of Viking explorers, where strategic course-setting trumps reactive steering.

Key opportunities now lie in high-dividend stocks, investment-grade bonds, and a resurgent EM equity landscape—while gold is reaffirmed as a core holding in a structurally bullish cycle.

Leading asset managers are setting a cautious yet opportunistic tone for 2026, emphasizing a strategic pivot away from broad diversification toward more deliberate and selective exposures in private markets.

Boman Group's evolution—from a niche wealth manager for new immigrants to a cross-border investment facilitator—reflects the broader journey of Chinese capital itself.

In an industry built on long-term lock-ins and opaque fees, Klay Group is betting that the ultra-wealthy want a simple right most firms won't give them: the right to leave.

The recent study reveals a "personalization gap," where firms are failing to meet client demands for hyper-personalization, leaving an estimated 90% of potential growth unrealized over a typical three-year planning cycle.

The funds are designed to provide Thai ultra-high net worth clients with their first dedicated access to the niche world of insurance-linked securities, an asset class known for its resilience during economic downturns due to its low correlation with traditional stocks and bonds.

The transaction signals strong market confidence in Youngtimers' growth trajectory and the strategic value of its recently acquired asset management arm, C Capital.

As strong corporate earnings meet investor skepticism, Lombard Odier advises a moderately pro-risk yet highly selective investment approach, favoring emerging markets and specific developed markets like Switzerland and Japan over richly valued US equities.

In an exclusive with AsianInvestor Wealth, Carlyle's global and regional wealth chiefs, Shane Clifford and Brad McCarthy, detail their strategy to win in Asia's competitive private wealth market.

A recent report reveals unanimous optimism among member firms, with 100% expressing a positive outlook for the Hong Kong private wealth management market over the next five years,