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Industry
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Technology
- - View all Technology
    - Asia’s private banks are finally waking up to the robo revolution25 May 2017
    - Contineo to roll out new lifecycle management tool for private banks24 May 2017
  - Data Analytics
    - MAS steps ups data vigilance with new data analytics group14 February 2017
    - PBs must increase data sanity checks: expert19 December 2016
  - Fintech
    - Singaporean robo advisor plans to launch this summer after raising additional S$3 million22 May 2017
    - SFC’s proposed suitability requirements for online platforms will be “difficult” to meet, says law firm17 May 2017
  - Mobile / Tablet / CRM
    - HK regulators aim to raise cyber security standards through consultations21 April 2017
    - Julius Baer in “early stages of planning” for mobile banking platform in Asia18 April 2017
  - RegTech
    - Financial institutions now more reliant on machines than humans for data processing: Thomson Reuters11 May 2017
    - Private banks opting for tailor-made fraud prevention platforms, says Synpulse4 May 2017
  - WealthTech50
    - The complexity, coordination and courage needed to transform private banks in Asia for 21st century clients and regulation transfixes the industry. The WealthTech50 is Asia's first directory of the leading 50 technology providers dedicated to serving Asia's private banking and wealth management communities. Curated by Asian Private Banker, this is your independent, authoritative and indispensable guide on which partners can be relied upon to help you win the technology revolution sweeping over and through the private banking industry.
Wealth Planning
Regulations
- - View all Regulations
    - Banks have “flexibility” in their customer identification methods, says HKMA26 May 2017
    - Focus shifts to Malaysia amid region’s tax amnesty wave, says consultancy26 May 2017
Insights
- - AUM League Table
    - Assets under management (AUM) growth at Asia’s largest private banks has stalled for the first time since 2012, and the total number of relationship managers (RMs) servicing the region’s wealthy has declined marginally, according to Asian Private Banker’s 2016 AUM and RM Headcount League Tables.
  - RM Headcount League Table
    - Assets under management (AUM) growth at Asia’s largest private banks has stalled for the first time since 2012, and the total number of relationship managers (RMs) servicing the region’s wealthy has declined marginally, according to Asian Private Banker’s 2016 AUM and RM Headcount League Tables.
  - App Map
    - The first comprehensive roundup of front office apps from the region’s private banks.
  - On-the-Spot
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Home » Wealth Planning

Wealth Planning

Featured Articles

Philanthropy
Exclusive

UBS WM’s James Gifford: Impact investing space needs more “commercially sound opportunities”

UBS Wealth Management’s new senior impact investing strategist, James Gifford, says that for impact investments to become mainstream strategies, more ...

22 May 2017

Insurance
Exclusive

Generali “making good progress” in Hong Kong’s HNW insurance market

Generali’s high net worth (HNW) business is gaining traction in Hong Kong, despite being a relative latecomer to this segment ...

5 May 2017

Latest News

Philanthropy
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UBS WM’s James Gifford: Impact investing space needs more “commercially sound opportunities”

22 May 2017

Insurance

Charles Monat Associates acquires Willis Towers Watson’s global wealth solutions business

9 May 2017

Insurance
People

Transamerica Life Bermuda appoints regional chief commercial officer

8 May 2017

Insurance
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Generali “making good progress” in Hong Kong’s HNW insurance market

5 May 2017

Insurance
Technology

Singaporean life insurance startup raises funding from HK, UK investors

28 April 2017

Regulations
Wealth Planning

British expats urged to plan for ‘non-dom’ tax changes despite delays

27 April 2017

Philanthropy
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Asian families are allocating between 10-30% of their wealth to philanthropy, says J.P. Morgan PB’s Jean Sung

27 March 2017

Wealth Planning

China’s entrepreneurship culture behind “unique” wealth landscape

24 March 2017

Insurance
People

HNW insurance broker appoints Asia deputy CEO

20 March 2017

Regulations
Wealth Planning
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HK private banks must “rapidly expand” AEOI compliance approach, as govt eyes new reporting partners

8 March 2017

Industry
Philanthropy

UBS to launch “gender-lens” investing institute with UN Women

7 March 2017

People
Wealth Planning
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Former UBS WM HK wealth planning head to resurface at rival giant

6 March 2017

Regulations
Trusts

Singapore proposes amendments to trustee bill

28 February 2017

People
Trusts
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Credit Suisse PB Asia creates new wealth planning services team

28 February 2017

Fintech
Philanthropy

Standard Chartered Private Bank: Fintechs can boost SRI investments

15 February 2017

Philanthropy
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Incubation may be key to impact investing lift off

20 January 2017

Philanthropy
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UBS WM’s development impact bond turns heads in HK

11 January 2017

Insurance

Lombard International gets regulatory go-ahead for Singapore

28 November 2016

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Generali “making good progress” in Hong Kong’s HNW insurance market
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Former UBS WM HK wealth planning head to resurface at rival giant
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Asian families are allocating between 10-30% of their wealth to philanthropy, says J.P. Morgan PB’s Jean Sung
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2017

May 26, 2017	RM Nexus: Wealth Planning, Legacy & Protection	SG
May 30, 2017	DPM Leaders Conversation	SG
Jun 1, 2017	DPM Leaders Conversation	HK
Jun 29, 2017	IAM & Family Offices Leaders Conversation	SG

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