← Back to archive

Topic

private wealth

Every InvestIQ Asia story tagged private wealth. Subscribe below to get the latest intelligence by email.

Malaysia Single Family Office Scheme Reaches RM20.8 Billion as Budget 2027 Enables Multi-Family Model

Private Wealth

16 Oct 2026

Malaysia Single Family Office Scheme Reaches RM20.8 Billion as Budget 2027 Enables Multi-Family Model

Securities Commission Malaysia has disclosed that the Single Family Office Incentive Scheme now holds RM20.8 billion (US$5.09 billion) in indicative assets under management. Budget 2027 simultaneously introduces measures to enable a multi-family office model alongside the existing single-family framework, expanding the jurisdiction’s capacity to intermediate regional UHNW capital.

Samsung Securities Family Office Reaches 200 Client Families and ₩55 Trillion in Assets

Private Wealth

15 Oct 2026

Samsung Securities Family Office Reaches 200 Client Families and ₩55 Trillion in Assets

Samsung Securities’ family-office platform has scaled to 200 families and ₩55 trillion in client assets. The composition of that book (exit owners now three times the level of three years earlier) signals a structural shift in Korean UHNW liquidity that private banks and managers must price into product and capacity planning.

Hana Securities Selects First Cohort of Family-Office Families

Private Wealth

15 Oct 2026

Hana Securities Selects First Cohort of Family-Office Families

Hana Securities has formally designated its first ten ultra-high-net-worth families for a closed family-office service. The deliberate capacity constraint and the inclusion of succession strategy as a core deliverable indicate a shift from open product platforms toward gated, multi-disciplinary advisory models in the Korean market.

Taiwan FSC Converts Kaohsiung Family-Office Pilot into Nationwide Framework

Private Wealth

15 Oct 2026

Taiwan FSC Converts Kaohsiung Family-Office Pilot into Nationwide Framework

Taiwan’s Financial Supervisory Commission has converted the Kaohsiung family-office pilot into a permanent nationwide regime. Eleven banks that have completed at least one year of pilot operation may now apply to expand. The decision removes a geographic constraint and clarifies the regulatory pathway for high-asset advisory capacity across the island.

Hong Kong entrepreneurs are putting turnover into AI. Personal wealth is the second book.

Private Wealth

2 Oct 2026

Hong Kong entrepreneurs are putting turnover into AI. Personal wealth is the second book.

HSBC Private Bank’s Global Entrepreneurial Wealth Report 2026 finds about seven in ten Hong Kong entrepreneurs plan to invest 11 to 30 per cent of annual turnover in artificial intelligence over the next twelve months, above the global share. Most have already adjusted operations for AI. The private-bank question is how that corporate spend sits next to personal portfolio construction.

APAC HNW anxiety is high. Comprehensive asset allocation is still rare.

Private Wealth

2 Oct 2026

APAC HNW anxiety is high. Comprehensive asset allocation is still rare.

Lombard Odier’s regional work with more than 390 high-net-worth individuals across eight Asia-Pacific markets finds only about one in five guided by a comprehensive asset allocation strategy, even as more than half express deep concern about market conditions. Confidence in portfolio fitness remains high. Structure is the gap.

HSBC wants a top-tier India wealth seat by 2030. The map runs beyond the metros.

Private Wealth

30 Sep 2026

HSBC wants a top-tier India wealth seat by 2030. The map runs beyond the metros.

HSBC India chief executive Hitendra Dave has set a public ambition for the bank to rank among India’s top four or five private banks in wealth management by 2030. The plan rests on wealth, transaction banking and cross-border “globality,” with branch expansion into smaller cities where affluent pools are growing.

APAC family offices led global outperformance. AI is the named direct-investment priority.

Private Wealth

29 Sep 2026

APAC family offices led global outperformance. AI is the named direct-investment priority.

Citi Wealth’s 2026 Global Family Office Report finds Asia-Pacific family offices reporting the highest portfolio outperformance globally, with 26 per cent above 15 per cent year to date. The same cohort shows the most ambitious return targets and the strongest focus on artificial intelligence for new direct investment. Direct-investing participation in APAC is the highest of any region in the survey.

Asia private bankers still expect double-digit net new money. Hong Kong and Singapore remain the growth hubs.

Private Wealth

25 Sep 2026

Asia private bankers still expect double-digit net new money. Hong Kong and Singapore remain the growth hubs.

A Bloomberg Intelligence survey of 100 senior private bankers in Hong Kong and Singapore finds more respondents expecting double-digit annual net new money growth over the next five years than in the prior survey. Mainland diversification demand and emerging wealth from Southeast Asia and the Middle East are the named drivers. Regulatory noise from the mainland is widely expected to have only a mild effect on flows.

Hong Kong is leading Deutsche’s emerging-markets private bank. Mainland-linked demand is still in the room.

Private Wealth

23 Sep 2026

Hong Kong is leading Deutsche’s emerging-markets private bank. Mainland-linked demand is still in the room.

Marco Pagliara, head of emerging markets at Deutsche Bank Private Bank, said this week that Hong Kong has been the best-performing region in that franchise in 2026, with visible activity in high-end real estate that often carries a Chinese client link. South-east Asia is running close behind. The investment question is where UHNW liquidity and leverage are being put to work.

Barclays’ Asia wealth book is in play. The buyers are Singapore banks.

Private Wealth

22 Sep 2026

Barclays’ Asia wealth book is in play. The buyers are Singapore banks.

Public reporting in mid-September described a sale process for Barclays’ Hong Kong and Singapore private-wealth units, with Singapore banks named as the remaining contenders and no signed transaction disclosed. The investment story is consolidation of private-banking client books in the two cities, not a new product launch.

Mainland Wealth Is Buying Overseas Multi-Asset Through the Licensed Door

Private Wealth

17 Sep 2026

Mainland Wealth Is Buying Overseas Multi-Asset Through the Licensed Door

Pictet’s Hong Kong-domiciled Strategic Income Fund has grown to $5.1 billion from $1.6 billion at the start of 2026. About 60 per cent of that book arrived from mainland China through the Mutual Recognition of Funds channel. The investment mix in the August note included US Treasuries, gold, and listed US technology.

The Wealth Consolidation Anchor: UBS Leverages Scale to Capture USD 36 Billion Inflows Amid Integration Milestone

Private Wealth

3 Aug 2026

The Wealth Consolidation Anchor: UBS Leverages Scale to Capture USD 36 Billion Inflows Amid Integration Milestone

As structural shifts and macroeconomic volatility reshape global booking hubs, UBS Group AG’s second-quarter 2026 financial results reveal an aggressive capital consolidation play. By pairing robust asset accumulation with an accelerated wind-down of legacy infrastructure, the unified franchise is translating institutional scale into an unassailable defensive moat for international wealth.

Sun Life unifies HNW franchise under global Private Wealth platform

Private Wealth

29 Jul 2026

Sun Life unifies HNW franchise under global Private Wealth platform

The 160-year-old insurer is consolidating its Bermuda, Hong Kong, Singapore and Dubai high-net-worth operations into a single intake, underwriting and servicing architecture - betting that cross-border families will reward a single point of coordination over fragmented product distribution.

Live Intelligence Network

Subscribe to InvestIQ Asia

Independent intelligence for CIOs, asset owners, private-bank investment leads, and institutional managers across Asia Pacific.

Managed by InvestIQ Asia Research. Primary-source analysis of capital deployment and portfolio decisions.