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News
Bank of India Mutual Fund’s Mohit Bhatia: Research, Risk Discipline And The Search For Sustainable Alpha In Indian Equities
2+ day, 14+ hour ago (1622+ words) Mohit Bhatia of Bank of India Mutual Fund Where Active Management Can Still Add Value Bhatia began with the record of Indian equities over the past two decades. The presentation showed the Sensex and Nifty 50 delivering approximately 14% compound annual growth…...
From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase
4+ day, 4+ hour ago (1664+ words) Building a Larger Adviser Business Finexis Hong Kong was established in 2010, five years after the Singapore business. Its traditional model centred on insurance brokerage, working with external financial institutions and serving clients referred by those partners. “We were mainly serving…...
Building on the Franchise: PNB’s Private Banking Business Enters Its Next Phase
5+ day, 4+ hour ago (1451+ words) Drawing More from the Existing Network PNB enters private banking with an advantage that a new standalone wealth manager would not have: an established banking network and a substantial base of existing relationships. With an extensive branch network across the…...
Hubbis Macro Corner: Hawkish Jackson Hole, Higher Yields and Broader AI Leadership Reframe Portfolio Risk- Asian Wealth Management and Asian Private Banking
6+ day, 15+ hour ago (472+ words) Jackson Hole Reopens the September Rate Debate Higher Yields Are Becoming a Structural Portfolio Constraint AI Leadership Is Broadening — but Concentration Has Not Disappeared The Physical AI Bottleneck Becomes an Investment Theme of Its Own Goldman Sachs Research’s 1 September work…...
In the Room, Not Waiting at the Door: PACE Family Office’s Vaanyasri Goel on the Next Generation of Indian Wealth
1+ week, 4+ day ago (1501+ words) Bringing a Global Perspective into the Family Office Goel described PACE as a roughly three-decade-old family business, while noting that the family had been managing its own capital in a family-office-like capacity since the 1980s. She is now part of the…...
McKinsey Finds a 75-Point Gap Between Retirement Fear and Retirement Planning Across Asia-Pacific
1+ week, 4+ day ago (303+ words) McKinsey published research on 1 September finding that 99 per cent of respondents across eight Asia-Pacific markets report fearing retirement, while only 24 per cent have a written retirement plan. The firm describes the 75-point difference between awareness and action as the central…...
Legacy Without Borders: The Globalisation of Indian Wealth and What It Demands of Family Structures- Asian Wealth Management and Asian Private Banking
1+ week, 4+ day ago (190+ words) Aditi Sharma of Khaitan & Co More videos from Aditi Sharma, Khaitan & Co Legacy Without Borders: The Globalisation of Indian Wealth and What It Demands of Family Structures Sep 1, 2026 Aditi Sharma of Khaitan & Co Jun 22, 2026 Aditi Sharma of Khaitan & Co Regional…...
A Rapidly Evolving Wealth Proposition in India – Are You Ready?
1+ week, 4+ day ago (167+ words) More videos from Abhijit Bhave A Rapidly Evolving Wealth Proposition in India – Are You Ready? Sep 1, 2026 Abhijit Bhave Regional Tax Developments and Cross-Border Wealth Planning for Asia's Wealthy Families Succession as a Journey, Not a Trigger Event: Insights from Dave…...
Regional Tax Developments and Cross-Border Wealth Planning for Asia's Wealthy Families
1+ week, 5+ day ago (1446+ words) HNW Insurance Summit – Singapore 2026 Chair: Zac Lucas, Partner - International Private Client, Spencer West LLP What China's New Rules Cover The most immediate development was China's Ministry of Finance and State Taxation Administration Announcement [2026] No. 21, issued on 24 July 2026 alongside the State…...
SAFE Grants a Second Round of QDII Quota, Lifting the Securities and Fund Category Above USD100 Billion
1+ week, 5+ day ago (236+ words) China’s State Administration of Foreign Exchange (SAFE) has issued a further round of Qualified Domestic Institutional Investor quota, the second of 2026 and the first since the end of March. Cailianshe reported the update on 29 August, based on SAFE’s published approval…...