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Wealth Management tag returned 67 results

  • Hong Kong: Over half believe that their savings would be insufficient to support retirement - Manulife survey

    New research by Manulife Hong Kong has revealed that around one-third of working people in Hong Kong are likely to invest their retirement savings - including accrued Mandatory Provident Fund (MPF) benefits - in stocks when they retire, exposing them to the risk of high volatility.

    Agents | 19 May 2020
  • Lloyd's collates coronavirus loss data

    Lloyd's of London has asked its member firms to provide estimates of their potential current and final losses from coronavirus. This would help the insurance market understand its possible overall losses from the impact of the pandemic.

    Asia Risk | 18 Mar 2020
  • Succession Planning: Converting Challenges into Actions

    Asia and the rest of the world is seeing the largest wealth transfer in history, with an estimated value of nearly US$16 trillion of Ultra High Net Worth (UHNW) wealth expected to transfer through generations in the next 30 years. Succession planning in this case, is critical to ensure the long-term economic security of their families, maintain their lifestyles post-retirement, and effectively transfer their wealth to the next generation.

    Agents | 17 Mar 2020
  • Taiwan: Number and business of offshore insurance units dwindle

    Only six offshore insurance units (OIUs) remain in operation at present, compared to a peak of 20, since such units were first established in 2015.

    Asia | 11 Feb 2020
  • Grab acquires Bento Invest, to offer retail wealth management solutions

    Grab Holdings Inc has acquired Bento Invest, a Singapore-based robo-advisory start-up for an undisclosed sum. The move will allow Grab to offer retail wealth management solutions to users, driver-partners and merchant-partners, via the Grab app.

    Agents | 04 Feb 2020
  • China Taiping Insurance Singapore launches its first universal life plan

    China Taiping Insurance (Singapore) ("CTPIS") has launched its first universal life plan, Infinite Universal, on the first anniversary of its life insurance business.

    Agents | 15 Jan 2020
  • Financial services firms are missing a $700 billion revenue opportunity

    Financial services firms can capture more than $700 billion in additional annual revenue by serving women better, according to the Oliver Wyman 2020 Women in Financial Services report.

    Agents | 26 Nov 2019
  • European Union's rules for disclosure of environmental, social, governance risks to come into effect from 2021

    European Union is set to adopt new rules that will require asset managers, insurers and pension funds to disclose environmental, social and governance (ESG) risks in their investments from 2021.

    Asia Risk | 06 Nov 2019
  • Lifetime Achievement - Dr Mary Chen Ming Li

    An international icon of the insurance industry with a remarkable track record of awards and trailblazing over close to 40 years of an illustrious career, Dr Mary Chen Ming Li, AIA Singapore; is the winner of the Lifetime Achievement award 2019!

    Agents | 25 Oct 2019
  • Chinese women prioritise family financial needs

    Chinese women may face a bigger challenge than men in getting financially prepared for retirement, as females earn less on average and prioritise family financial needs more, according to the China Retirement Readiness Survey 2019. Lacking investment and retirement planning knowledge also comprises a key barrier for females' retirement savings.

    China | 25 Oct 2019

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