Wealth Management

Citi Global Wealth APAC clients invest $5b in bonds in May-July

Majority of investments flowed to fixed income funds and hedge funds.

Citi Global Wealth APAC clients invest $5b in bonds in May-July

Majority of investments flowed to fixed income funds and hedge funds.

UnionBank transforms wealth digital platform with Avaloq

It will standardize the front, middle, and back office of UnionBank’s wealth mgmt functions.

St. James Place’s Eight Wealth Int’l names head of tax and estate planning

Kelly Greig will offer tailored advice and services to affluent clients in Asia.

Will your next wealth relationship manager be a machine?

Technology-based investment solutions can crunch numbers faster than any human, are less prone to emotion-driven decisions and they never sleep. And in many cases, they don’t charge as much as their human competition.

CIMB Singapore rebrands Change Alley Mall to CIMB Plaza

The bank’s new centre has been refurbished with lounges for affluent banking clients.

Bank of Singapore appoints wealth planning head for Greater China

The bank has also hired a senior wealth planner, to be based in Singapore.

1 in 4 retired investors interested in digital wealth management services: study

Wealth managers are called to ramp up digital services for retired investors.

Taipei Fubon Bank to build new wealth management platform

The new platform will be launched in Hong Kong and Singapore before its Taiwan roll-out.

Deutsche appoints ex-UBS exec as wealth vice chairman in APAC 

Mahesh is rejoining Deutsche after leaving in 2017.

Why a hybrid approach could help wealth managers to reduce client churn

Attributed to Gery Dachlan, Managing Director, South Asia and Australia, Avaloq.

Deutsche Bank Wealth Management appoints new SEA investment team head

Alania Conception is previously head of investment consulting for Credit Suisse Singapore and Malaysia.

Deutsche Bank names APAC head of wealth solutions

Dominique Jooris was CEO of Bank Pictet & Sie in Singapore prior to his new role.

Citi Global Wealth APAC Co-head Fabio Fontainha outlines bank's ambitions

Fontainha expounds on Citi's wealth goals, which include adding $150b AUM across the APAC franchise in four years’ time.