Some 78 per cent of family-business respondents across Asia say the next generation is willing to take over the business, yet only 26 per cent have a fully developed succession plan, according to ...

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Citi has received approval from the China Securities Regulatory Commission (CSRC) to establish Citigroup Securities (China) Company Limited (CSCCL), a wholly-owned securities company headquartered in ...

Moving AI into production requires more than proving that a tool can perform a task. At LGT Private Banking, the challenge is to embed it in reliable workflows and give employees a reason to change ...

Its priorities are practical: handling routine administration, making information easier to find and helping a small team to research the opportunities presented to clients.

As evidence, Rao cited the 2025 Global Asset & Wealth Management Repor t of PwC which surveyed 300 firms in 19 countries. It found that profit per dollar of assets under management fell 19 per cent ...

Deutsche Bank’s private bank is using agentic AI to help assemble source of wealth assessments, with employees retaining responsibility for validation, judgment and final approval.

Miras Investments, a Middle East-based single family office, has appointed Matthew Lesesky as global head of private equity. He reports to Elizabeth Hewitt, chief investment officer.

HSBC Private Bank has appointed former Amundi senior manager Ronald Oman as global head of marketing. He will report to Michelle Owen, global head of distribution, and join on 2 November.

This brief interview is a taster of the commentary and insight gathered by this publication in advance of a report into how AI is shaping the wealth management industry. For ING, a central test of AI ...

Average assets held by high net worth clients in Singapore have risen 6 per cent over the past year to $1.50 million, from $1.41 million in 2025, according to a white paper from Citi Wealth and ...