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Making learning more engaging with

key trends

In a fast-changing environment, identifying and analysing new trends allow us to stay relevant and connected to our clients' evolving needs. Thus, we have launched research studies covering various subjects to gain deeper insights into the key issues associated with financial planning.

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New World of Wealth

In this report, we sought to understand better understand the impact of the COVID-19 pandemic on financial management as well as key trends and areas of concern in managing finances for Hong Kongers and Singaporeans as they look towards recovery.

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Money Relationship Monitor

In this report, we analysed how Singaporeans and Hong Kongers are investing their money, their risk appetite, and the correlation between wealth and happiness. 

Value of Financial Advice

In this report, we sought to understand how Singaporeans and Hong Kongers view the importance of seeking advice before making a big financial decision, and their impression of the value of financial advice.

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