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Wealth Management tag returned 204 results

  • New trend sees insurance agents become financial planners

    The agency forces of leading life insurance companies in China are undergoing reform, with the insurers turning to financial planners. The professional planners offer advice on insurance, health and wealth, retirement, wealth and health insurance, and full life-cycle.

    China | 20 Sep 2024
  • Asia Pacific: Opportunity knocks for insurers in family office boom

    Insurers are expanding into the family office space in Hong Kong and Singapore to target the needs of wealthy families in line with consumer demand, says global management consultancy McKinsey & Co.

    Asia | 20 Sep 2024
  • Hong Kong: The rich comfortable with AI guiding wealth management decisions

    Wealthy individuals in Hong Kong have shown a marked shift towards using digital channels to manage wealth and a willingness to embrace AI-guided wealth management, according to the findings of a survey of 500 rich individuals in the territory conducted by Capco, a global management and technology consultancy.

    Asia | 10 Sep 2024
  • Singapore: Gen Z needs to increase financial preparedness

    More concerted efforts may be needed to boost the financial preparedness of youth in Singapore, according to the latest ASEAN Consumer Sentiment Study (ACSS) 2024 by Singapore-headquartered UOB, a leading Asian bank.

    Asia | 22 Aug 2024
  • APAC: Oliver Wyman appoints new head of insurance and asset management

    Oliver Wyman has appointed Mr Paul Ricard as head of insurance and asset management. In his new role, he will be responsible for driving the growth of Oliver Wyman's insurance and asset management practice in the region, leading development of client accounts and ensuring the business is effectively serving the needs of the region.

    Asia | 20 Aug 2024
  • Asia: Region drives Manulife's net results in 1H2024

    Asia was the driver of the financial results of Toronto-headquartered Manulife Financial Corporation in the first half of this year, with a 289% jump in net income attributable to shareholders to $424m in the second quarter.

    Asia | 09 Aug 2024
  • Greater China: Prudential appoints new regional CEO

    Prudential has appointed Ms Angel Ng as regional CEO, Greater China, customer and wealth. She will join the Group executive committee effective 1 October 2024.

    Asia | 08 Aug 2024
  • Changing attitudes of next generation HNWI

    The attitudes of high-net-worth individuals (HNWI) have changed over the past few years, driven by economic and social changes, with many of the younger generation putting an increased focus on ESG and sustainable investing. Asia Insurance Review spoke to Transamerica Life Bermuda's Jeremy Young on how the market has changed and how it has affected their business.

    AIRPlus | 05 Aug 2024
  • Singapore: AIA offers free 6-month holistic insurance coverage for residents

    To commemorate Singapore's national day celebrations, AIA is offering six months of complimentary holistic insurance coverage for critical illness and mortality as well as complimentary teleconsultations to residents.

    Agents | 29 Jul 2024
  • Singapore: MAS issues further guidance to insurers and other Fis on customers' sources of wealth

    The Monetary Authority of Singapore (MAS) has issued a circular providing further guidance to financial institutions (FIs) in the wealth management sector on the establishment of the sources of wealth (SOW) of their customers, including the risk principles that FIs should consider in the designing of their policies and procedures to establish SOW of their customers in a risk-proportionate and reasonable manner.

    Asia | 29 Jul 2024


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