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Indosuez WM takes majority stake in fintech firm
Indosuez Wealth Management (Indosuez WM) has taken a 70% stake in Wealth Dynamics, a UK-based fintech firm that covers client lifecycle management for the wealth and asset management industry. The...
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How digital PE firm Moonfare is capturing Asian wealth
Moonfare had an extraordinary 2022 when it came to expanding its Asia presence, despite volatility ripping through many major markets globally. The group’s next steps in the region include targeting...
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Endowus to offer Bridgewater hedge funds after Amundi tie-up
Digital wealth manager Endowus will partner with Amundi’s alternatives business to provide its HNW clients with access to strategies by US-based Bridgewater Associates, the world’s biggest hedge fund....
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US tech firm joins race to tap burgeoning family office space
Amid the rise of family offices in Singapore has come a scramble to provide this burgeoning space with technology solutions to meet their operational and wealth management needs. One such solution...
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Are Asia’s private banks cooling on digital post-COVID?
The COVID-19 pandemic sped up the digitalisation of the banking industry as clients sought to access banking services remotely. However, as the world enters the post-pandemic era, the trend toward...
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Can AI beat the market? HSBC GPB thinks so with new structured product
HSBC Global Private Banking (HSBC GPB) has broadened its structured products suite with the launch of a new solution powered by artificial intelligence, as the bank continues to incorporate...
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How this HK-based crypto platform navigates market post-FTX collapse
While the crypto market has always been known for its volatile nature, since the bankruptcy of exchange FTX Trading late last year, the market has been going through a particularly rough patch. Elliot...
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China’s Hywin picks new ‘megatrend’ for structured product launch
Independent Chinese wealth manager Hywin Wealth has partnered with two fintech companies, Swiss fintech Leonteq Securities and Hong Kong-listed fintech Arta TechFin, to launch a principal-protected...
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From banking to blockchain: Why this RM is jumping on the Web3 bandwagon
After more than eight years working in the private wealth management and investment industry, Emma Zhu left the traditional finance industry to join the world of Web3 in the summer of last year. Now,...
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UBS-backed US$4bn wealth tech platform launches in Hong Kong
Endowus, a UBS-backed US$4 billion Singapore-based digital wealth management firm, has officially launched its investment platform in Hong Kong. Hong Kong investors with investable assets as low as...
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BNP Paribas WM Asia COO to leave role
BNP Paribas Wealth Management’s (BNP Paribas WM) COO for Asia is leaving his current role, Asian Private Banker can reveal. Long Doan, who has held the position since 2016, will soon step down, BNP...
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Investing based on beliefs: A trillion dollar opportunity for asset managers?
Investment portfolios with higher customisation are expected to attract increasing attention from private banking clients with market uncertainties pressurising returns. Lazard Asset Management...
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Asian crypto AM uses traditional finance experience to lure FOs
In a highly volatile market, Asia-based crypto asset management company Metalpha positions itself as a product and service provider to hedge risks and help clients go through the cycles by bringing in...
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Family office demand for tech solutions sees rapid growth
With the family office space expanding in Singapore and Hong Kong, family offices are increasingly looking to adopt technological solutions, particularly for automation and productivity. There is a...
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Endowus expands fund offering with Allfunds partnership
Online wealth platform Endowus is partnering with wealthtech Allfunds to bring investors access to investment products on Allfunds’ platform. This latest partnership, announced on Tuesday, will enable...
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How this private banker made the move into digital assets
Two years ago, Eugene Lim jumped from private banking to work at Web3 firm Matrixport. He explained to Asian Private Banker why his passion for product innovation drove him to follow this path. When...
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BlackRock, Avaloq partner to supercharge private banks with tech power
BlackRock and Avaloq have joined forces to bolster their investment technology solutions tailored for wealth managers and private banks. As part of the strategic partnership, BlackRock has decided to...
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HNW interest in digital assets growing, led by SFOs
Interest in digital assets is growing with around 20% of high-net-worth (HNW) families in APAC having exposure to the new asset class, while single-family offices (SFOs) are moving the fastest into...
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Client communication rules demystified: Here’s what wealth managers need to know
Digital communications with clients are commonplace today, particularly post-COVID-19. However, wealth managers should be mindful of contradictory local and global regulations, sometimes requiring the...
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StanChart’s unified wealth platform has made “tremendous progress” – Marc Van...
Marc Van de Walle’s ambition is to advance Standard Chartered’s unified wealth platform to support all wealth clients across the bank. And having introduced 20 new digital capabilities since his...
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