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This site is for accredited investors, professional investors, investment managers and financial professionals only.
You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
Top Headlines in the Last 7 Days
(6th – 12th Nov 2017)
No. 1 Global Wealth Manager & Brokerage – Charles Schwab Launches Singapore Office
Charles Schwab has launched the Singapore office to provide Singapore and Asian investors access to the United States market through its proprietary tools and research, quality service and competitive pricing.
Charles Schwab Singapore is a subsidiary of NYSE-listed global wealth manager and brokerage firm Charles Schwab Corporation (NYSE: SCHW). In 2011, Charles Schwab had acquired optionsXpress, a derivatives trading platform.
Charles Schwab is a leading global wealth manager and brokerage firm with more than 10.6 million active brokerage accounts and US$3.18 trillion in client assets globally (as of 30 September 2017). Learn More …
The 2025 Investment Day
Hong Kong | Singapore
March / July / Sept / Oct / Nov
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place in Hong Kong and in Singapore. Every March, July, Sept, Oct & Nov.
Visit | Register here
The 2025 Family Office Summit10th April & 16th Oct Hong Kong St Regis | 17th April & 6th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2025 Family Office Summit | Register here
2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
BNP Paribas Wealth Management releases the 2018 Global Entrepreneur Report, revealing 39% of elite entrepreneurs consider “positive impact” on how they assess business performance and investments.
The report clearly demonstrates a shift in the entrepreneur’s mindset across all regions. The report polled 2,700 multi-millionaire entrepreneurs in 22 countries, with a total wealth of USD 36 billion. Learn More …
No. 3 JP Morgan Private Bank Hires UHNW Business Head Stella Lau from UBS
JP Morgan Private Bank has hired Stella Lau as Team Leader for China in Singapore. She will report to Grace Lin, Head of China Market in Hong Kong.
Stella joins from UBS Singapore, where she was the Head of Business for UHNW Greater China and Singapore. Prior to UBS, she was with Credit Suisse. Learn More …
No. 4 Bank J. Safra Sarasin Hires Bellen Chang as Client Advisor for UHNW Philippines Team from UBS
Bank J. Safra Sarasin has hired Bellen Chang as client advisor for its UHNW Philippines Team in Hong Kong from UBS. She will report to Vinay Gandhi, Managing Director & CEO in Singapore and Enid Yip, CEO Asia in Hong Kong.
Bellen joins from UBS , where was the Executive Director and Client Advisor. Prior, she was with American Express, J.P. Morgan Chase and Citibank. Learn more …
No. 5 BNY Mellon Investment Manager Makes Senior Hires for China Market
BNY Mellon Investment Management, the world’s largest multi-boutique asset manager with $1.8 trillion AUM, announced the hiring of Lydia Wu as Institutional Sales Director for China and Gigi Wang as Business Development Manager for the China market.
Lydia will be based in Hong Kong while Gigi will be based in Shanghai. Both Lydia and Gigi will report to Jessie Zhang, Head of Institutional Distribution for Greater China and Southeast Asia.
Lydia joins from State Street Global Advisors where she was the Vice President of China Business Development and prior, Morgan Stanley Investment Management. Gigi joins from Bosera Asset Management where she held the role of Institutional Business Development Director. Learn More …
No. 6 State Street Hires Johnnie Yung as Head of Portfolio Strategists Asia ex-Japan from BlackRock
State Street Global Advisors (SSGA) has hired Johnnie Yung as head of portfolio strategists for Asia ex-Japan from BlackRock. Based in Hong Kong, he will report to Jonathan Shead, Head of Portfolio Strategists, APAC in Australia.
Johnnie joins from BlackRock where he was the Director and Head of Beta Strategies Portfolio Management for Asia ex-Japan. Prior, he was from Dacheng Fund Management, RBS, DBS, Ontario Teachers’ Pension Plan and Manulife. Learn More …
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2025 Upcoming Events
> The 2025 Investment Day Hong Kong – March / July / Sept / Nov
> The 2025 Investment Day Singapore – March / July / Sept / Nov
> The 2025 Investment / Alternatives Summit Hong Kong – April / Oct
> The 2025 Investment / Alternatives Summit Singapore – April / Oct
> The 2025 Family Office Summit Hong Kong – April / Oct
> The 2025 Family Office Summit Singapore – April / Nov
> The 2025 Private Wealth Summit Hong Kong – TBC
> The 2025 Private Wealth Summit Singapore – TBC
2024 June / July Report Release:
> Asset Management Report 2024
> Family Office Report 2024
> UHNW Wealth Report 2024
> Top 50 Southeast Asia Companies Report 2024
> China & Hong Kong IPO Report 2024
> Hong Kong SFC Financial Industry Report 2024
> Private Capital / Equity Fund Managers IRR & Bonuses Report 2024
> Sports Report 2024
