Wealth Management
HSBC names global head of investments and managed solutions for wealth, premier
HSBC names global head of investments and managed solutions for wealth, premier
Sami Abouzahr also leads the bank’s ultra high net worth solutions group.
HSBC GPB appoints Ann Ling as APAC head of wealth planning and advisory
She will take over her new role on 1 July 2025.
Taiwan approves BNP Paribas to offer wealth management services
The branch has implemented a program to enhance the expertise of its personnel.
Citi Singapore almost triples wealth transactions after digital revamp
Four of five clients use the bank’s mobile app regularly.
HSBC names Ishan Sarkar as head of WPS, Singapore
He is tasked with driving a differentiated wealth strategy for Singapore.
Singapore's banks leave more jobs unfilled as hiring slows
For every two people who resign, only one post gets replaced.
Digital wealth platform Syfe raises $80m in series C funding round
It now has over $10b in assets, it said.
Standard Chartered names Yusuf Demiral as global head of WRB data, analytics, and AI
Demiral joins from HSBC.
Banks miss $10t wealth opportunity by neglecting affluent women clients
Lack of women advisors and male-focused wealth servicing is hurting wealth managers’ long-term strategies.
Arta Finance partners with IAFA to give investors exclusive investment
IAFA will use Arta's AI tools.
HSBC Global Private Banking names Kapil Khanna as desk head for three markets
Khanna was head of international investment counselling in HSBC.
OCBC integrates stockbroking subsidiaries to Global Markets division
The bank expects to develop “more holistic” wealth propositions for its HNW customers.
Macquarie Group to handle earnings drop following business sales to Nomura
Businesses in other markets should offset a drop in earnings in some businesses.
Hang Seng Bank launches cross-boundary wealth centre at Central branch
The Hong Kong-based bank has seen an 80% rise in new account openings for retail mainland customers.
Wealth managers must address safe-haven shift of wealthy Chinese investors: analyst
Over a quarter of HNWs’ wealth are parked in low-risk assets.
OCBC starts AI stock adviser using data on 4,000 stocks
AI Oscar uses more than a decade's worth of data to predict equity prices.
HSBC Singapore unveils wealth centre at The Star Vista mall
Premier customers can enjoy complimentary refreshments at the adjacent café.
Commentary
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