Wealth Management News

InvestorDaily Private credit is no longer a niche allocation, it is a core component of sophisticated portfolios – and nowhere is this more evident than in Australia’s real estate market. For much of the past decade, investors have navigated a sequence of shocks: pandemic disruption, inflation spikes, rate tightening cycles, geopolitical tensions, and equity market […]

InvestorDaily While private credit is drawing strong interest, publicly traded asset-backed securities may offer a more compelling alternative, combining higher income potential with the liquidity, transparency and risk controls that institutional investors value. Although the private credit market, especially asset-backed finance (ABF), is attracting increasing investor interest, its inherent risks may warrant caution. Instead, we […]

ifa On 5 January, the Bank of America (BOA) officially allowed its advisers to recommend crypto currencies where appropriate to clients, specifically the “safe-coin” bitcoin. As reported by ifa sister publication Money Management, in an update for investment advisers at Merrill Lynch, BOA said advisers will be allowed to consider four bitcoin ETFs for between 1-4 per cent allocations […]

finews.asia HSBC has launched a Wealth Academy in Singapore, which will act as a learning program to upgrade the advisory capabilities and services of its frontline teams, according to a statement. The academy will collaborate with London Business School for advanced learning and, via a newly signed agreement, Singapore Airlines Academy for service excellence and […]

hubbis UBS Global Wealth Management has expanded its Australia offshore team with the appointment of Carl Ashton as relationship manager based in Singapore. Ashton reports to Oliver Bareau, head of UBS GWM Australia International. Ashton joins from Citi Private Bank, where he spent 19 years, including leading investments for Australia, New Zealand, and non-resident Indian […]

InvestorDaily In a sign of shifting investment priorities across Asia-Pacific, private wealth portfolios are set to more than double their exposure to alternatives to as much as 12 per cent in the coming years, according to J.P. Morgan Asset Management. The firm’s eighth annual Global Alternatives Outlook outlines its highest-conviction views for the next 12-18 […]