Private Banking

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.

Julius Baer has had a presence in the Middle East since 2004, with offices in Dubai and Manama complemented by coverage from traditional hubs including Switzerland and the United Kingdom.

Standard Chartered is expanding its wealth management proposition in Asia with a new focus on client health, forging key partnerships with insurer Bupa Global and wearable-tech firm WHOOP to offer integrated wellness solutions to its affluent customer base.

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.

Asia's wealth management industry is undergoing a radical transformation, driven by the dual forces of a historic generational wealth transfer and the rise of artificial intelligence.

The new AI center will collaborate closely with the bank's head office in Paris and leverage Singapore's technology ecosystem to accelerate the adoption of these advanced solutions across its Asian operations.

The coming decade will be a critical test for Asia's entrepreneurial families. Those who proactively bridge the generational divide and professionalize their approach will see their legacies endure. Those who don't risk seeing a lifetime of work dissipate.

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.

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,

Global ultra-wealthy families are confronting a new era of complexity, navigating everything from generational succession and artificial intelligence to the very locations they call home, according to discussions at a recent flagship forum and an accompanying study.

As the global private wealth industry grapples with unprecedented complexity, Hong Kong's most influential women executives are making a powerful case: diverse leadership isn't just about equality—it's essential for managing tomorrow's fortunes.

As private banks continue to innovate and create pathways for their clients, the intersection of wealth management and private credit in Asia is set to become a defining feature of the region's financial landscape in the coming years.