Wealth Management

Lioner’s approach is built around a multi-disciplinary team of experts spanning trust services, law, wealth planning, accounting, and tax advisory, working collaboratively to deliver personalized service for its clientele.

The new entity, Bentley Reid (DIFC) Limited, has been incorporated within the DIFC and has received a Category 4 regulatory licence from the Dubai Financial Services Authority (DFSA).

The survey reveals a clear preference for long-term wealth creation, with 59% wanting their legacy invested for continued growth through financial assets, life insurance or family businesses.

As competition intensifies and assets under management grow, the ability to attract talent and leverage technology appears increasingly crucial for firms seeking to capitalize on India's wealth management opportunity.

A former CCTV veteran who helped launch China’s Spanish global channel has pivoted to shaping the future of wealth management.

The latest data reveals significant regional variations in technology adoption and client expectations within wealth management, with Singapore and Hong Kong showing distinct trends.

The Singaporean bank's offering for the ultra-wealthy, launched two years ago, has attracted over 25 families.

AsianInvestor Wealth speaks with James Verner, APAC head of Aladdin Wealth Tech at BlackRock, on how technology is transforming advisory models and preparing firms for the next phase of Asia’s wealth boom.

DBS and Franklin Templeton to launch tokenised trading and lending soltions in partnership with Ripple

Asia’s wealthiest families are rethinking where they live, govern and invest as taxes, geopolitics and succession planning reshape mobility priorities. AsianInvestor Wealth explores the trends.

AI-powered “Wealth Intelligence” for client advisors

Despite macro uncertainty, family offices are leaning into private markets and US exposure, Goldman Sachs says. Cash deployment and fixed income allocations are also set to rise.