wealth management | FinanceAsia

Wealth management: How portfolios can be automated, yet personalized

Quantifeed’s Alex Ypsilanti explains how technology can change the way investment portfolios are built and elaborates on his outlook for fund-raising activity to develop the company’s business.

February 03, 2021

Digital wealth manager Syfe raises $18.6 mln in early funding round led by Valar

Monetary Authority of Singapore-licensed Syfe intends to enter new markets and develop more offerings with the funding

September 23, 2020

Tax is a big hurdle for Taiwan’s wealth hub hopes

Taiwan wants to lure wealthy investors' capital from Singapore and above all Hong Kong but it ideally needs lower tax rates to do so, says a senior local regulator.

October 31, 2019

Asset managers target startup founders as wealth grows

When startup founders cash out with a large amount of money on hand, they start to become targets for the wealth management companies. What goes around comes around!

March 28, 2019

Global ambitions: Yuanta Securities eyes opportunities for worldwide growth

As a pioneer in wealth management among Taiwan’s securities firms, Yuanta Securities now holds top spot in this market. In a conversation with FinanceAsia, Yuanta’s executive vice president Tony Wang and Sharon Chen, CEO, Yuanta Securities (Hong Kong) explain why demand for its services is on the rise.

By Yuanta Securities

Why Asia's family-owned corporations need to plan for the future

The strategy and planning discipline that a business implements to drive growth and success should also be applied to a family corporation's succession planning to ensure sustainability and wealth.

By HSBC Private Bank

Foreign banks jostle for a better position in China

Removal of restrictions sees leading foreign securities and asset managers re-evaluate China's financial market in search of profit. Tactics will determine if years of misfortune and lacklustre results will be reversed.

May 21, 2018

Indosuez and CIC join WM consolidation trend

Credit Agricole's private bank in talks to buy CIC's Hong Kong and Singapore wealth business, but industry observers say merged operation may itself become a takeover target.

June 18, 2017

LGT buys ABN Amro Asia PB in hunt for scale

The deal will create an entity with $45 billion under management in Asia, but there are obstacles to integrating the businesses, note industry observers.

December 06, 2016