The wealth management sector stands at the brink of significant transformation, driven by regulatory changes, technological advancements, and evolving client expectations. As the industry prepares for these shifts, understanding the dynamics at play is crucial for stakeholders at all levels. Firms
In a notable move aimed at bolstering its presence in high-margin sectors like wealth management and private markets, Schroders has unveiled a comprehensive strategic shift coupled with significant cost-saving measures. The globally recognized asset manager has announced a plan to trim annual
Charles Monat Associates (CMA), a global leader in wealth management solutions, has unveiled an important leadership transition in its Hong Kong office. Effective from May 1, 2025, Berry Wong, the current APAC Chief Executive Officer, will step down to take on the role of a Strategic Advisor for
Standard Chartered has taken a significant step to bolster its presence in Hong Kong's wealth management arena by launching its sixth wealth center. This move highlights the bank's strategic ambitions and its commitment to providing top-tier financial services. Against the dynamic backdrop of Hong
The pressing need for integrating sustainability into financial processes has captured the attention of industry professionals, yet many face challenges due to the complexity of nature and biodiversity data. Despite the confidence in managing climate assessments, transitioning to a comprehensive
Nomura has recently made a significant appointment by bringing Ong Kin Yok on board as the Managing Director and Team Head of its International Wealth Management division. This strategic move is expected to have a profound impact on the company's growth and direction in the wealth management
