EIA: Modernizing The Chinese-Style Family Office: Blending The Essence Of East And West While Linking Past And Future

Top 10 Wealth Management Services Companies in Apac - 2023

The wealth management industry is undergoing a profound transformation driven by changing demographics, generational wealth transfer, and the rapid advancement of digitalization. As a result, wealth managers are encountering both fresh challenges and opportunities.

Clients are now seeking a more personalized wealth management experience, with a focus on understanding their unique financial situation, goals, and risk tolerance. To meet this demand, wealth managers are utilizing technology to craft tailored wealth plans and investment portfolios. For instance, artificial intelligence (AI) is being employed to analyze client data, identifying patterns and trends that inform the creation of personalized investment portfolios.

The rising popularity of Environmental, Social, and Governance (ESG) investing is evident among both individual and institutional investors. ESG-focused investors aim to support companies committed to social responsibility and environmental sustainability. Wealth managers are responding by expanding their ESG investment offerings, including ESG-focused mutual funds, ETFs, and access to private equity and venture capital funds investing in ESG companies.

Digitalization is reshaping the wealth management landscape, with online and mobile platforms enabling clients to access their accounts and manage investments globally. Wealth managers are also developing automated investment advice tools to enhance operational efficiency and customer service.

As the baby boomer generation approaches retirement and transfers their wealth to younger generations, new opportunities are emerging. Wealth managers are creating products and services designed to help clients manage wealth across multiple generations, including multi-generational trust services and family office offerings.

In this edition, we are proud to feature EIA Capital International Co., Ltd. (EIA), a Hong Kong-based, SFC-licensed firm renowned for its comprehensive wealth management solutions tailored to ultra-high-net-worth individuals and businesses. With over 25 years of expertise, EIA has established itself as a trusted advisor, safeguarding and growing the wealth of its discerning clientele.

In this edition, we aim to provide our readers with insights into the current wealth management space and innovations in this sector.

Let us know your thoughts.

    Top Wealth Management Services Companies in Apac

  • Robustus Group
    Robustus Group

    Robustus Group is a dynamic and forward-thinking multinational corporation headquartered in Hong Kong. With a strong presence in multiple global financial hubs, including Shanghai, Singapore, Tokyo, London, and New York, and expansion plans in Seoul, it operates a diverse portfolio of companies specializing in various aspects of financial and environmental consulting, asset management, and private equity. Renowned for its exceptional team, which boasts extensive backgrounds in government services and the private sector, Robustus Group offers clients a comprehensive perspective, seamlessly bridging government policies and private sector opportunities to optimize project outcomes.

    robustusim.com

  • Capital Asset Planning
    Capital Asset Planning

    Capital Asset Planning emerges as a beacon of wealth management for Japan's wealthy citizens, providing exclusive tax management and asset management solutions with its cutting-edge Wealth Management Workstation.

    www.cap-net.co.jp

  • Craigs Investment Partners

    Craigs Investment Partners

    Craigs Investment Partners is one of New Zealand’s leading investment advisory firms. It comprehends the importance of a personalised approach to creating wealth, which is why it specialises in creating truly tailored investment portfolios and trusted partnerships that can last a lifetime. Its Investment Banking division offers a full range of corporate finance capability, underpinned by global resources and an experienced team, with expertise across a range of industry sectors.

  • Insync Group

    Insync Group

    InSync Group (ISG) is a Private Wealth Management firm, specializing in Asset Growth, Asset Protection and Asset Preservation. Through licensed partners, it is able to offer a global investment strategy, from money markets, private equity opportunities to private syndicated deals, exclusively for clients.

  • JBWere

    JBWere

    JBWere is a leading wealth manager with a proud history spanning over 175 years. It supports New Zealand’s most successful families, companies and not-for-profits to manage and build wealth that last generations. The advisers bring a depth of experience, knowledge and integrity to clients’ investment needs. Their foresight and extensive research support keeps them ahead of changing markets, helping to grow and protect clients’ wealth.

  • Kausar Wealth Management

    Kausar Wealth Management

    Kausar Wealth Management Sdn Bhd is a company owned fully by Muslim Bumiputra that provides an absolute Islamic Finance service. Today, Kausar Wealth Management has helped thousands of Malaysian Muslim community especially in the dispute issues regarding the management and planning of Muslim wealth in Malaysia.

  • KVB Global Capital

    KVB Global Capital

    KVB is one of the few multinational non banking financial institutions in the world. Since 2001, KVB has been establishing advanced financial services tools and service concepts. It has come up with its unique branding and specialization in the industry with avant-garde models and innovative trading systems.

  • Real Asset Management

    Real Asset Management

    Real Asset Management (RAM) is an Australian owned Wealth and Asset Manager specialising in Real Estate, Credit and Private Equity markets, for institutions and wealthy families globally. RAM provides more than 15 investment strategies and has a team of over 100 finance professionals managing in excess of A$4.2bn in assets.

  • Sovereign Wealth

    Sovereign Wealth

    Sovereign Wealth is a leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK and Asia helping over 10,000 clients and managing over £2 billion of funds.

  • Trustees Executors

    Trustees Executors

    Trustees Executors Limited is New Zealand’s oldest and most experienced trustee company. It has been providing professional trustee, financial and private estate services to families and corporates since 1881. It also oversees the administration and supervision of client investment assets in excess of $210 billion.

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