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News
Hong Kong Insurers Bring AI into Front-Line Underwriting
20+ hour, 37+ min ago (312+ words) Hong Kong insurers are moving artificial intelligence (AI) beyond back-office applications and into front-line sales and underwriting processes, with new tools designed to provide advisers with faster preliminary assessments. Prudential Hong Kong has launched an AI-powered underwriting assistant for its…...
Fund+ Launches in ADGM to Simplify, Digitise and Accelerate the Launch and Operation of Investment Vehicles
3+ day, 20+ hour ago (495+ words) Sep 11, 2026 Hubbis Fund+ Ltd ("Fund+"), a licensed fund and asset manager, today announced its official launch from ADGM, the international financial center of the UAE's capital, Abu Dhabi, as growing numbers of international investment managers seek faster and more efficient…...
From Front-Office Friction to Practical Change: Finalix on Turning Banking Pain Points into Delivery
4+ day, 6+ hour ago (1030+ words) The Administrative Problem Inside Advice Finalix structured its research around four stages of the investment-advisory process: understand, advise, execute and monitor. It asked where advisers spend the most time, why that effort arises and which activities they would be comfortable…...
Putting AI to Work in Financial Marketing Across Singapore and Hong Kong
4+ day, 6+ hour ago (1525+ words) AI Moves Into the Operating Layer Several firms were creating libraries of prompts, agents and workflows so that useful processes could be reused rather than rediscovered by each employee. A one-off prompt may save minutes; a governed workflow can change…...
EQT Launches Asia Pacific-Focused Evergreen Strategy, Enabling Investors to Access Opportunities in the Region???s Evolving Private Markets Landscape - Asian Wealth Management and Asian Private Banking
4+ day, 20+ hour ago (277+ words) EQT has announced the launch of EQT Nexus Asia, an evergreen strategy aiming to provide eligible individual investors and institutions access to EQT Private Capital’s Asia Pacific platform. EQT Nexus Asia will allocate across EQT Private Capital’s closed-ended large-cap and…...
From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase
5+ day, 9+ hour ago (1664+ words) Building a Larger Adviser Business Finexis Hong Kong was established in 2010, five years after the Singapore business. Its traditional model centred on insurance brokerage, working with external financial institutions and serving clients referred by those partners. “We were mainly serving…...
Conduit Group Appoints John Cappetta Head of Client Acquisition and Distribution
6+ day, 20+ hour ago (339+ words) Conduit Group, the Singapore-headquartered independent investment and wealth management group, said on 4 September that it had appointed John Cappetta Head of Client Acquisition and Distribution with immediate effect. Cappetta will lead the firm’s global client acquisition and distribution strategy and…...
Hubbis Macro Corner: Hawkish Jackson Hole, Higher Yields and Broader AI Leadership Reframe Portfolio Risk- Asian Wealth Management and Asian Private Banking
1+ week, 20+ hour ago (472+ words) Jackson Hole Reopens the September Rate Debate Higher Yields Are Becoming a Structural Portfolio Constraint AI Leadership Is Broadening — but Concentration Has Not Disappeared The Physical AI Bottleneck Becomes an Investment Theme of Its Own Goldman Sachs Research’s 1 September work…...
Operational Alpha: Where AI Is Actually Earning Its Place in the Adviser's Day- Asian Wealth Management and Asian Private Banking
1+ week, 4+ day ago (206+ words) In this interview, Aakash Ludhani, Head of Asia at DataDasher, explores where artificial intelligence is delivering practical value in wealth management. He considers how technology can help advisers serve more clients effectively, the risks surrounding its adoption, and the importance…...
Making the Invisible Visible: Affluense.ai's Sumit Sahu on Data, Client Acquisition and Institutional Intelligence
1+ week, 4+ day ago (1093+ words) Twenty Years, Same Playbook Sahu, who appeared alongside his Co-founder and Chief Technology Officer Rishi Kumar, and who said the pair have more than 35 years of combined experience across wealth management and data science, set out the acquisition model as…...