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News
Bank of India Mutual Fund’s Mohit Bhatia: Research, Risk Discipline And The Search For Sustainable Alpha In Indian Equities
3+ day, 48+ min ago (1622+ words) Mohit Bhatia of Bank of India Mutual Fund Where Active Management Can Still Add Value Bhatia began with the record of Indian equities over the past two decades. The presentation showed the Sensex and Nifty 50 delivering approximately 14% compound annual growth…...
CFA Institute Research Finds Aspiration-Implementation Gap Among China’s Young Affluent Investors- Asian Wealth Management and Asian Private Banking
5+ day, 1+ hour ago (417+ words) CFA Institute released research on 8 September examining the behaviours, preferences and expectations of Gen Z and millennial investors in China and what they could mean for private wealth management. The report, 'Chinese Investors: Understanding China’s Next Generation of Wealth', draws…...
One Balance Sheet: How India's Business Families Are Managing Wealth, Treasury and Succession Together
6+ day, 11+ hour ago (182+ words) More videos from Sachin Jain, Prime Trigen Wealth Sep 7, 2026 Sachin Jain of Prime Trigen Wealth Open Architecture, Protection Gaps and the Future of Distribution: Akhil Doegar on Singlife Sep 3, 2026 Akhil Doegar of Singlife From Product to Outcome: Priyanshu Gaurav on…...
UBS Opens Institutional Fund Strategies to Asian Wealth Clients with US$5 Million Minimum
1+ week, 1+ hour ago (427+ words) UBS Global Wealth Management has launched a fund programme giving Asian wealth clients access to strategies run by institutional asset managers, with a minimum commitment of US$5 million. The bank describes its Exclusive Manager Access Fund Program as the first…...
From Illustration to Outcome: Structuring Effective HNW Insurance Solutions
1+ week, 3+ day ago (1620+ words) Chair: Roger Chi, Managing Partner, 1291 Group Start With the Need, Not the Illustration The panel opened with a broad range of available solutions. Depending on the provider and market, these can include whole-of-life and savings policies, UL, IUL, VUL and…...
Open Architecture, Protection Gaps and the Future of Distribution: Akhil Doegar on Singlife
1+ week, 3+ day ago (1449+ words) Singlife is among Singapore’s five largest life insurers but operates without the tied-agency structure used by many of its competitors. The model reflects the company’s development. Singlife was established in 2017 and later combined with Aviva Singapore. Sumitomo Life became the…...
In the Room, Not Waiting at the Door: PACE Family Office’s Vaanyasri Goel on the Next Generation of Indian Wealth
1+ week, 4+ day ago (1501+ words) Bringing a Global Perspective into the Family Office Goel described PACE as a roughly three-decade-old family business, while noting that the family had been managing its own capital in a family-office-like capacity since the 1980s. She is now part of the…...
The Tax and Regulatory Reality: Advising Globally Mobile Indian Families on Structuring and Succession
1+ week, 4+ day ago (209+ words) Kuntal Dave of Nanubhai Desai & Co. More videos from Kuntal Dave, Nanubhai Desai & Co. Sep 2, 2026 Kuntal Dave of Nanubhai Desai & Co. Building WRISE Beyond the Bank Model: Darren Ng on What Comes Next Sep 2, 2026 Darren Ng of WRISE Wealth Management…...
Built to Be Tested: Succession, Separation and the Structures Global Indian Families Actually Need
1+ week, 4+ day ago (258+ words) Divi Dutta of Khaitan & Co Divi Dutta, Partner at Khaitan & Co, discusses how the increasing international mobility of Indian families is changing succession planning and wealth structuring. She examines the implications of overseas-based heirs, the challenges posed by cross-border tax…...
Henley & Partners’ Dominic Volek: Residence, Citizenship And Education Planning For India’s Global Families
1+ week, 4+ day ago (1628+ words) A Broader Wealth Planning Conversation Volek used Henley & Partners’ “wheel of wealth planning” to show where residence and citizenship fit within a client’s wider affairs. The presentation placed them alongside investment strategy, tax planning, trusts and estates, succession, philanthropy, retirement…...