Wealth Planning

The new Dubai office strengthens its global footprint, which includes major markets across North America, Europe, and Asia Pacific.

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 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.

Faye Ong of J.P. Morgan Private Bank champions a hands-on, strategic approach to philanthropy. She believes that for giving to be truly effective, it must be "scalable and catalytic," a principle she puts into practice through immersive client initiatives she calls her "Impact Circuit."

Entrepreneurs in Hong Kong are emerging as some of the most internationally focused and optimistic business leaders globally, according to new research from HSBC Private Bank.

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

The new fund by JP Morgan AM targets US tech stocks

Asia Pacific family offices are showing uncommon resolve amid global uncertainty, according to Citi Wealth’s new 2025 Global Family Office Report.

New research shows women invest a significantly smaller portion of their inheritance than men and are more likely to seek guidance from social media, highlighting a critical challenge and opportunity for wealth managers.

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.