Wealth Planning

The private equity major moves beyond institutional assets to capture Asia's growing demand for life insurance and wealth protection solutions.

Hong Kong-based flagship fuels 87% of HSBC’s global wealth inflows in the first quarter of 2026.

The surge in fee income from wealth management helps the regional lender offset a decline in net interest income amid lower rates and currency volatility.

With traditional strategies faltering, Addepar is expanding in Asia as high-net-worth families move away from manual spreadsheets for digital transparency.

The private bank is strengthening its senior bench to capture a record surge in client demand, as Asia’s ultra-high-net-worth families move to address increasingly complex succession and legacy planning.

China’s massive reservoir of savings is looking for a way out, cementing Hong Kong’s position as the essential bridge for a new generation of global investors.

As next-generation wealth holders use the emerging technology to build forensic investment views, managers face a new bar and a new frontier.

The move comes as the region’s wealthiest families move away from simple donations toward a more organised and professional way of handling their charity and legacy.

The Dubai-based wealth manager taps a private banking veteran to lead its Asia expansion as demand for institutional-quality advice from ultra-wealthy families grows.

Families risk losing control of their legacy as a record wealth transfer approaches without the professional frameworks needed to sustain it.

The integration of Schroders’ Indonesian unit allows the firm to leverage a mature local distribution network as global players seek greater scale in the region’s largest emerging markets.

A multi-trillion-dollar wealth transfer is reshaping the trust industry, as younger owners demand digital transparency and "spiritual returns."