Tag: wealth management

J.P. Morgan Private Bank strengthens its Greater China leadership while WRISE elevates its Middle East operations following strong regional growth.

The latest survey from Citi reinforces the role of AI in investment decision-making, but wealthy investors prefer the hybrid model: AI and human advisers working together.

The Swiss bank becomes a shareholder in the Indian wealth manager that acquired its onshore wealth business, marking a further step in the two firms' strategic partnership.

Preparing spouses early can help safeguard family wealth and preserve continuity across generations.

The firm’s latest survey shows rapid adoption plans for tokenised funds and digital cash settlement among wealth and asset managers.

The multi-trillion-dollar scramble to fund AI infrastructure is driving up borrowing costs, deepening the rout in government bonds.

From navigating multi-jurisdiction lifestyles to preventing corporate fire sales, Asian founders face a 10-year deadline to organise their cross-border assets before passing down their fortunes, warns the wealth chief of Sun Life.

The merged entity plans to organise a $400 billion private markets platform and offer more tailored wealth management solutions.

As the ultra-rich across Greater China increasingly diversify assets into European jurisdictions, the Geneva-based bank is strengthening its offshore advisory capabilities.

Barclays, Julius Baer and HSBC are bolstering their senior ranks to capitalise on the region's booming family office and private wealth sectors.

New research shows how Asia’s richest families organise their philanthropy.

Endowus CEO Gregory Van warns that investors are mistaking access to more data, products and digital tools for action.