Estate Planning: Succession is a recurring challenge for wealthy families. “By separating the estate for future generations, ...

Matarranz will oversee HSBC’s wealth strategy outside Asia, complementing CEO Barry O’Byrne’s leadership since October. In 2024, HSBC’s wealth and personal banking division generated USD12.2 billion ...

HSBC is divesting its retail banking operations in Sri Lanka as part of its ongoing strategy to streamline its global footprint.

At the "Creating an AI Ready Economy" forum held in Hong Kong, Citi outlined its strategic push to integrate artificial intelligence (AI) into its wealth management operations.

The Hubbis Asian Private Wealth Management Year-End Review 2024 Steffanie Yuen is the Managing Director and Head of Hong Kong ...

Managing Director and Head of Hong Kong at Endowus, shares her insights for the Hubbi. She highlights how affluent and ...

In Greater China, St. James’s Place Asia only has a presence in Hong Kong. This has been a key market for us as we build our ...

This session, Innovative Tax & Wealth Planning Strategies for UHNW Clients, will bring together leading wealth planners, fiduciary specialists, and legal experts to address these challenges head-on.

OCBC has named Carina Lee as its next group chief risk officer, effective 1 January 2026. She replaces Noel Gerald DCruz, who is retiring after 36 years with the bank. Lee currently oversees risk for ...

Robeco has announced that it is expanding into the Hong Kong retail market with the registration of six Luxembourg-domiciled funds, bringing its global investment capabilities that were previously ...

Korean multi-family office Alder Investments has appointed industry veteran SJ Hwang as vice chairman. In this role, Hwang will lead initiatives to provide customised private wealth management ...

Sahijwani agreed that the shortage of relationship managers is one of the sector’s most pressing challenges. But rather than focusing solely on the existing pool of private bankers, he argued that ...