Wealth Management
UnionBank names Gauraw Srivastava as wealth head and EVP
UnionBank names Gauraw Srivastava as wealth head and EVP
Srivastava was previously head of private banking at Vietnam’s VPBank.
NAB Private Wealth names Alexandra Campbell as new CIO
Campbell will lead the investment strategy across all asset classes and JBWere.
Wealth managers expand lifestyle offerings to capture UHNWs
UHNW-focused practices are more likely to offer concierge and lifestyle services.
Thousands of Aussie financial advisers fall short of 2026 rules
Over 2,300 advisers or providers risk losing authorisation on 1 January 2026.
GoTyme Bank rolls out crypto investment services in the Philippines
Customers can invest in 11 cryptos without registering on a third-party platform.
Banks risk losing $170b if AI adoption lags
But longer term, AI may erode bank profitability as customers turn to AI agents.
Indosuez appoints Chua See Piu as head of North Asia Market
Chua was formerly managing director at BNP Paribas Wealth Management.
UnionBank, INSEAD launch program for relationship managers
Selected UnionBank RMs have already undergone a two-day training.
Here's how UOB plans to grow its wealth and wholesale units
For its wholesale banking business, UOB is touting its financing of supply chains as key for growth.
Wealth transfer drives demand for tax services, portfolio stability: study
Wealthy clients also want customised intergenerational wealth strategies, the study found.
Standard Chartered ink partnerships to deepen global Indian proposition
The bank wants to further unlock access to Indian business networks in Singapore.
Rate cuts heighten reinvestment risk for wealthy clients
Investors are seeking growth in equities, crypto, and diversified strategies.
CIMB unveils new wealth management platform in Malaysia
This is reportedly the first CIO domiciled in Malaysia to serve affluent customers.
EFG Bank AG names Robin Heng as vice chairman of SEA
Heng was most recently co-head of private banking at Bank of Singapore.
BofA launches gen AI solution AskGPS using 3,200 internal documents
It is expected to help employees answer client queries faster.
DBS expands FX and commodities products as clients seek higher returns
DBS' 300,000 wealth clients are increasingly embracing FX and precious metals, said Rohit Meena.
APAC banks lag in hyper-personalisation despite predictive analytics use
Just 11% of execs described their hyper-personalisation strategies as “highly advanced”
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