In the evolving landscape of wealth management, two New York-based firms have made waves by entering the family office space with innovative approaches aimed at addressing the unique needs of ultra-high-net-worth clients. As industry competition grows, the demand for personalized, efficient, and
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
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
