Comment & Analysis Archives - Page 21 of 510

Wealth Of Malaysia’s 50 Richest On 2026 Forbes List Jumps Nearly 30% To US$116 Billion

April 16, 2026

An economy that expanded 5.2% in 2025, an appreciating ringgit and a buoyant IPO market that had a total of 60 new listings last year created momentum that bolstered the collective wealth of tycoons on the 2026 Forbes list of Malaysia’s 50 Richest nearly 30% to US$116 billion, up from $90 billion last year. […]

Comment & Analysis

Malaysia's legacy planning rises despite 17% insurance usage gap

April 15, 2026

Malaysia’s ultra-rich prefer life insurance as the primary legacy planning tool, with over half of high-net-worth individuals (HNWI) stating they have a form of legacy in place. According to HSBC Life’s inaugural survey on High Net Worth (HNW) Legacy Planning in Asia and the Middle East, titled “Bridging the intentions-action gap,” the interest in […]

Comment & Analysis

Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable

April 15, 2026

Fitch Ratings has assigned CA Indosuez Wealth (Europe) (CAIWE) a Long-Term Issuer Default Rating (IDR) of 'A+' with a Stable Outlook, a Short-Term IDR of 'F1' and a Shareholder Support Rating (SSR) of 'a+'. A full list of rating actions is provided below. Key Rating Drivers Parent Support Drives Ratings: CAIWE's IDRs and […]

Comment & Analysis

Carey Olsen shortlisted for Offshore Firm of the Year at the Chambers High Net Worth Awards 2026

April 15, 2026

Carey Olsen has been shortlisted for Offshore Firm of the Year at the Chambers High Net Worth Awards 2026, having previously won the award in 2024, 2023 and 2020. The annual awards celebrate leading law firms and lawyers across the trusts and private wealth sector, recognising those that have displayed outstanding legal achievements, strategic […]

Comment & Analysis

Don't buy it! Build it! How top firms create advisor training programs to develop talent

April 15, 2026

Buy or build? It’s a decision business owners of all stripes are forced to make nearly every single day and across nearly every single function of their firm. For wealth managers specifically, one area where that choice eventually needs to be made is regarding advisor training programs. Some of the top RIAs build their […]

Comment & Analysis

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

April 14, 2026

The wealth management industry is entering a defining period as trillions of dollars begin shifting between generations, putting pressure on advisors to retain assets and rethink how they engage clients. With more than $84 trillion expected to be passed down over the next two decades, the scale of disruption ahead is forcing advisors to […]

Comment & Analysis

Leadership Lessons From Two Sides of the Wealth Management Industry

April 14, 2026

After spending the majority of my career inside a large national firm and now at a smaller, entrepreneurial organization, I’ve come to appreciate a simple truth: scale changes the environment, but it doesn’t change the fundamentals of leadership. Big or small, every firm is trying to solve the same problems—just from very different vantage […]

Comment & Analysis

Many Gen Z adults still get financial help from their parents

April 13, 2026

Relying on your parents for money can help you to become independent. But it can also create problems in your relationship if not handled well, experts say. About two-thirds, or 64%, of parents with Gen Z children — those between the ages of 18 and 28 — say their kids still rely on them […]

Comment & Analysis

Bottom Line: Honouring wealth tech innovation. Questioning what’s next.

April 13, 2026

This week, we will announce the winners of the 2025 Asian Private Banker Technology Awards, spotlighting the most impactful innovations shaping Asia’s rapidly evolving financial technology landscape. We saw innovation at its most comprehensive, showcasing private banking technology that spans the full client journey, from end-to-end portfolio management to holistic total wealth frameworks, and […]

Comment & Analysis

Gen Z’s side hustles can be a double-edged sword

April 13, 2026

Weeks ago, deep in conversation with a friend, we were shocked to discover some recent overlap in our professional lives. I am head of business development and investor relations at a family office that owns and operates a large music IP catalogue, while my friend works at a leading financial institution. We swiftly […]

Comment & Analysis

Investors need to rethink the "factor" approach

April 10, 2026

Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, shares her views on how portfolio management should be based more on themes such as innovation. This article was first published exclusively by the Financial Times. Portfolio management should be based more on themes such as innovation One topic that has struck […]

Comment & Analysis

Don't just do something, stand there!

April 9, 2026

Key points Periods of heightened uncertainty—driven by geopolitics, domestic politics, and technological disruption—may prompt families to reconsider their investment approach, but behavioral research suggests that frequent trading in response to market events can be counterproductive and may lead to lower net returns. Rather than reacting impulsively, families may benefit from disciplined strategies such as rebalancing […]

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