Insights by Tag:

Wealth management

Products
HK’s CMB Wing Lung Bank to offer structured deposits via cross-boundary WMC

13h

HK’s CMB Wing Lung Bank to offer structured deposits via cross-boundary WMC

The Hong Kong retail bank is expanding its eligible product offerings to investors in the Greater Bay Area through the cross-boundary Wealth Management Connect’s Southbound scheme.

People
J.P. Morgan PB hires veteran structurer to lead Southeast Asia advice

20 Oct 2025

J.P. Morgan PB hires veteran structurer to lead Southeast Asia advice

The private banking arm of the US bank has hired the former Goldman Sachs MD to expand its business in the region.

People
Raffles Family Office strengthens Hong Kong team with senior appointments

13 Oct 2025

Raffles Family Office strengthens Hong Kong team with senior appointments

Michael Tung and Jennie Liang bring extensive backgrounds in private banking, wealth management, and family office services.

Technology
BlackRock adds AI-powered commentary tool to Aladdin platform

10 Oct 2025

BlackRock adds AI-powered commentary tool to Aladdin platform

BlackRock’s Aladdin Wealth platform is bringing artificial intelligence to wealth management, helping advisors turn data into personalised client insights.

Products
Chinese investors capitalise on gold WMP as safe haven rush intensifies

29 Sep 2025

Chinese investors capitalise on gold WMP as safe haven rush intensifies

Sharkfin, digital and autocall strategies have gained traction via wealth management products in China as investors tap into the record-breaking rally of precious metals.

Market
SRP Americas 2025: standardisation triggers growth among advisors

18 Sep 2025

SRP Americas 2025: standardisation triggers growth among advisors

Buy-side participants discussed the strategies of using structured products in portfolio construction at the SRP Americas 2025 conference held in Scottsdale, Arizona this week.

Market
Goldman, T. Rowe Price partner to develop retirement and wealth strategies

08 Sep 2025

Goldman, T. Rowe Price partner to develop retirement and wealth strategies

The partnership is aimed at delivering new target-date strategies that integrate private market investments from Goldman Sachs by mid-2026.

Market
Merrill, BofA target UHNW clients with alts offering

05 Sep 2025

Merrill, BofA target UHNW clients with alts offering

Merrill Wealth Management and Bank of America Private Bank have announced the launch of the Alts Expanded Access Program, a new initiative tailored for ultra-high-net-worth (UHNW) clients with a net worth of US$50 million or more.

People
UOB elevates Thailand WM head

13 Aug 2025

UOB elevates Thailand WM head

The structured product veteran has spent most of his career working for US and Singaporean banks, spanning over 25 years across various regions.

Market
StanChart posts double-digit growth in structured products sales in Asia

15 Jul 2025

StanChart posts double-digit growth in structured products sales in Asia

The British bank sees investors’ risk appetite divided following the heightened market volatility triggered by the US tariffs in early April.

Market
SRP China 2025: QIS gains visibility in low rates environment

25 Jun 2025

SRP China 2025: QIS gains visibility in low rates environment

Panellists shared the growing attention on QIS in China at the SRP China 2025 conference in Shanghai last week.

Products
Amundi BOC WM debuts shark fin structures in China

24 Jun 2025

Amundi BOC WM debuts shark fin structures in China

The first foreign majority-owned wealth management company in China has entered the structured wealth management product market, launching index-linked tranches.