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Home » Wealth Planning

Wealth Planning

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Wealth Planning
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Emigrating Hong Kong HNWIs often oblivious of the need for proper tax planning

Hong Kong HNW families considering emigration are advised to spend sufficient time on tax planning to avoid unpleasant surprises in ...

25 June 2021

People
Wealth Planning

Citi PB nabs Asia head of family office advisory from UBP

Citi Private Bank has hired a head of family office advisory, private capital group, Asia from UBP. Faye Ong is rejoining ...

3 June 2021

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Trusts
Wealth Planning

UBS launches family trust solutions in China

26 July 2021

Industry
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Pandemic drives clients into wealth planning: Union Bank of the Philippines

20 July 2021

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The Missing Piece in Your Financial Portfolio: Life Insurance

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From the cradle to the grave, Manulife wants to manage more of Asia’s wealth

30 June 2021

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As HNWIs diversify within the region, aligning Hong Kong and Singapore business is crucial: Charles Monat Associates

30 June 2021

Wealth Planning
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Emigrating Hong Kong HNWIs often oblivious of the need for proper tax planning

25 June 2021

Trusts

Slower growth of AUM in Hong Kong-domiciled trusts: Hong Kong Trust Industry Report 2021

22 June 2021

People
Wealth Planning

BoS nabs head of wealth planning from UBS WM

15 June 2021

People
Wealth Planning

Citi PB nabs Asia head of family office advisory from UBP

3 June 2021

Insurance
People

Charles Monat Associates rejigs global leadership structure, appoints new APAC and Singapore CEOs

2 June 2021

Regulations
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As “jurisdictions with substance”, WM hubs such as HK and SG could gain from global minimum corporate tax rate

12 May 2021

Wealth Planning
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Covid-19 changing the face of philanthropy as a vehicle for wealth inheritance

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Sustainable Investing

Sustainable assets at UBS jumped 62% in 2020

11 March 2021

Insurance
People
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IPG Howden hires HSBC PB MD as Singapore CEO

4 February 2021

People
Wealth Planning

DBS Bank to double financial planning advisor headcount in 2021

1 February 2021

Trusts
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Cross-border and tax complications drive need for more sophisticated trust planning

21 January 2021

Trusts

Noah Holdings trust subsidiary receives licence in Singapore

14 December 2020

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In search of yield and diversification, HNWIs sign up for insurance with high savings element

11 December 2020

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Most Read Wealth Planning Articles

2 Weeks
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Pandemic drives clients into wealth planning: Union Bank of the Philippines
20 July 2021
UBS launches family trust solutions in China
26 July 2021

Citi PB nabs Asia head of family office advisory from UBP
3 June 2021
BoS nabs head of wealth planning from UBS WM
15 June 2021
As “jurisdictions with substance”, WM hubs such as HK and SG could gain from global minimum corporate tax rate
12 May 2021

Sustainable assets at UBS jumped 62% in 2020
11 March 2021
Citi PB nabs Asia head of family office advisory from UBP
3 June 2021
BoS nabs head of wealth planning from UBS WM
15 June 2021

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