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Wealth Management tag returned 43 results

  • Debunking the myth that the rich don't need life insurance

    There are many who mistakenly believe that High Net Worth Individuals (HNWIs) don't need life insurance because their high levels of wealth mean that they are able to effectively 'self-insure'. In this article, Brandon Caneer, Head of Proposition Development & Advanced Marketing, Transamerica Life (Bermuda) Ltd, shares why HNW life insurance needs are greater than ever.

    Date : 21 Sep 2020
  • Lifetime Achievement Award 2020 - Lachman B. Balani

    For a decorated career that has helped over 1,500 clients, groomed generations of professionals, and active contributions to the community over a span of more than 42 years in the industry, and still passionate about serving his clients as an octogenarian.

    Date : 01 Sep 2020
  • Towards MDRT Together 2020

    Asia Advisers Network is pleased to catch up with Ms Delia Wong, Country Chair of MDRT Membership Communications Committee (MCC) Singapore (2019-2021), who shares her thoughts on the upcoming 3rd MDRT Day Singapore, with the theme 'Towards MDRT Together' happening on 16-17 September 2020.

    Date : 02 Sep 2020
  • Indonesia: Slower investment linked insurance sales reduce insurance industry assets

    Sluggish sales of investment linked insurance products are considered to have caused a decrease in the total assets of the non-bank financial industry (NBFI) in the first quarter of 2020.

    Date : 16 Jun 2020
  • Hong Kong: Over half believe that their savings would be insufficient to support retirement - Manulife survey

    New research by Manulife Hong Kong has revealed that around one-third of working people in Hong Kong are likely to invest their retirement savings - including accrued Mandatory Provident Fund (MPF) benefits - in stocks when they retire, exposing them to the risk of high volatility.

    Date : 19 May 2020
  • Succession Planning: Converting Challenges into Actions

    Asia and the rest of the world is seeing the largest wealth transfer in history, with an estimated value of nearly US$16 trillion of Ultra High Net Worth (UHNW) wealth expected to transfer through generations in the next 30 years. Succession planning in this case, is critical to ensure the long-term economic security of their families, maintain their lifestyles post-retirement, and effectively transfer their wealth to the next generation.

    Date : 17 Mar 2020
  • Grab acquires Bento Invest, to offer retail wealth management solutions

    Grab Holdings Inc has acquired Bento Invest, a Singapore-based robo-advisory start-up for an undisclosed sum. The move will allow Grab to offer retail wealth management solutions to users, driver-partners and merchant-partners, via the Grab app.

    Date : 04 Feb 2020
  • China Taiping Insurance Singapore launches its first universal life plan

    China Taiping Insurance (Singapore) ("CTPIS") has launched its first universal life plan, Infinite Universal, on the first anniversary of its life insurance business.

    Date : 15 Jan 2020
  • Financial services firms are missing a $700 billion revenue opportunity

    Financial services firms can capture more than $700 billion in additional annual revenue by serving women better, according to the Oliver Wyman 2020 Women in Financial Services report.

    Date : 26 Nov 2019
  • Lifetime Achievement - Dr Mary Chen Ming Li

    An international icon of the insurance industry with a remarkable track record of awards and trailblazing over close to 40 years of an illustrious career, Dr Mary Chen Ming Li, AIA Singapore; is the winner of the Lifetime Achievement award 2019!

    Date : 25 Oct 2019
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