Wealth Management

AI emerges as a key tool for investors, wealth managers: report

Investors now prefer wealth managers who adopt new technologies.

AI emerges as a key tool for investors, wealth managers: report

Investors now prefer wealth managers who adopt new technologies.

CHIEF programme to train 1,000 in philanthropy by 2028

It has $15m in funding from Temasek Trust and Philanthropy Asia Alliance. 

Prudential Singapore unveils indexed universal life plan for HNWs

This plan aims to provide coverage against market uncertainties.

Digital wealth platform Endowus partners with Brookfield Oaktree Wealth Solutions

Brookfield has US$850b in AUM whilst Oaktree has US$183b in AUM.

Rise in family offices drives need for upskilling of wealth managers

There are 700 single-family offices in Singapore as of 2021.

Will your next wealth relationship manager be a machine?

Technology-based investment solutions can crunch numbers faster than any human, are less prone to emotion-driven decisions and they never sleep. And in many cases, they don’t charge as much as their human competition.

Chart of the day: About 6 in 10 investors are unsatisfied with their wealth firms

Singapore ranks seventh in overall investor satisfaction amongst eight Asian markets.

CIMB Singapore rebrands Change Alley Mall to CIMB Plaza

The bank’s new centre has been refurbished with lounges for affluent banking clients.

Singapore 2nd most competitive amongst wealth management centres

The country is highly competitive in the mass affluent, high-net-worth segments.

7 in 10 affluent Singaporeans rethinking finances

They want a comfortable retirement, improved health, and a maintained lifestyle.

Syfe launches Singapore’s first customisable ETF portfolio builder

The digital wealth manager is licensed by the Monetary Authority of Singapore.

Hugo: The yellow brick road and why the path is paved with gold

How Hugo’s holistic approach to Wealthcare leads to financial freedom.

HSBC unveils new online trading platform for private bank clients in Asia

Clients can buy and sell securities in 10 markets worth up to US$10m daily.

Bank of Singapore appoints Paul Chua as global head of wealth planning

Chua spent 18 years with UBS Wealth Management prior to his new role.