A new report has highlighted key findings regarding the financial planning preferences of high-net-worth individuals (HNWI) in the Greater China region, released by Manulife Hong Kong and Deloitte.

More than half (57 percent) of high net worth individuals (HNWI) in Greater China said they leverage insurance to «facilitate a smoother transfer of wealth to future generations», according to a study ...

Swiss Life aims to offer a modern wealth office platform for HNWIs and institutions while boosting revenue through taxes and fees. Credit: nitpicker/Shutterstock. Switzerland-based financial services ...