Featured Story

Since the outbreak of COVID-19 around the world earlier this year, the word “unprecedented” gets thrown around a lot when talking about current markets – the crashes, spikes in volatility, unemployment, fiscal stimulus packages, monetary measures, and more.

Singapore-based multi-family office Golden Equator Wealth (GEW) today announces two new senior hires for its team, as part of its expansion plan. Rainer Michael Preiss joins as Portfolio Strategist and Ritu Khera joins as Wealth Manager.

In the final installment of this  four-part ‘independent’ series, industry veterans discuss how private banks can better serve the needs of boutique wealth managers. The lack of leverage, client confidentiality, and skills to deliver digital information were raised among the top concerns.

Are private bankers who decide to go at it alone misrepresenting the independent model? Six wealth experts share their candid opinions in the third installment of this four part series. In the first two parts, our panel talked about competition without transparency, and why consolidation is likely to happen among smaller and even bigger players in the industry.

Broaching the topic of succession planning has always been culturally sensitive, particularly in Asia. However, it remains important to approach the issue across societies, and this needs to be done with understanding and empathy.

In the first video,  a panel of wealth experts talked about the independent space in Asia and how consolidation is likely to take shape. In the second of a four-part series, they dig deeper into competition in the industry. While most agreed competition is healthy for the business, some felt they were competing on an uneven playing field because of the lack of transparency.