Standard Chartered’s position as a regional wealth management leader was affirmed at the TAB Global Excellence in Retail Finance programme in February 2025 in Tokyo, where it was recognised as Best Wealth Management Bank in Asia Pacific. This milestone reflects the bank’s ability to serve a growing base of affluent clients through a strategic combination of data-driven digital tools and personalised advisory services. 

At the core of the bank’s proposition is myWealth, its proprietary advisory platform, which delivers real-time investment insights tailored to individual client profiles. “Digitalisation in wealth management is not just about offering convenience but about providing clients with intelligent tools that enable smarter financial decisions,” said Alson Ho, Head of Wealth Solutions, Standard Chartered Hong Kong. 

Through myWealth, clients receive customised insights based on their risk profile, holdings, and portfolio strength score. This level of personalisation is extended further with relationship manager-assisted solutions. Relationship managers use the same tools to conduct detailed portfolio reviews and deliver tailored investment proposals, ensuring consistency across digital and human channels. “Personalisation does not stop at the ‘insight’ level,” Ho added. 

Standard Chartered’s hybrid engagement model has proven effective in meeting the needs of both self-directed investors and clients seeking expert guidance. This flexible approach has contributed to strong growth in digital wealth sales, supported by consistent product delivery and personalised service. 

The bank’s open architecture platform gives clients access to a full spectrum of investment solutions, including third-party funds and proprietary offerings. One such solution, the Signature CIO Fund, offers diversified exposure across global equities, bonds, commodities, liquid alternatives and cash, providing clients with a structured entry point into global markets. “We bring the best of open architecture to our clients,” said Ho, “to meet diverse needs while maintaining a client-first approach.” 

Data analytics also plays a central role in targeting and onboarding new wealth clients. Clients identified through deposit and payroll activity are seamlessly transitioned into the wealth advisory journey, with tailored solutions aligned to their savings behaviour and financial goals. This integration between banking and advisory helps deepen relationships and improves conversion efficiency. 

Strategic partnerships further enhance Standard Chartered’s ability to deliver differentiated experiences. Collaborations with global asset managers and environment, social and governance (ESG) providers expand investment access, while lifestyle partnerships—such as those with Cathay Pacific and Visa—add aspirational value. “In wealth solutions, partnerships are essential for expanding our capabilities,” Ho emphasised. 

Security underpins every aspect of the bank’s digital infrastructure. Multi-layered protections including biometric login, transaction monitoring and encryption safeguard client information and reinforce trust. “Our clients expect both convenience and protection,” said Ho. “The challenge is to ensure the user journey remains seamless while staying ahead of emerging risks.” 

Education also features prominently in the bank’s wealth strategy. Clients are kept informed through a combination of personalised insights, regular market updates and dedicated advisory sessions, enabling them to make better investment decisions over time. 

Regionally, the bank’s wealth business has been strengthened by its Greater Bay Area strategy, which caters to the growing mobility and complexity of cross-border clients. “By focusing on affluent clients and cross-border banking, we’ve captured a larger market share and strengthened our commitment to be a leading wealth manager for affluent clients,” said Stephen Man, Head of Wealth and Retail Banking, Standard Chartered Hong Kong. 

The impact of these initiatives is reflected in the bank’s performance. It has recorded significant year-on-year growth in digital wealth sales and expanded its affluent client base across key markets. “Our digital tools and advisory services resonate strongly with clients managing complex portfolios,” Ho noted. 

With a client-first philosophy, scalable digital infrastructure, and commitment to personalised engagement, Standard Chartered continues to redefine wealth management in Asia Pacific. The bank’s ability to integrate technology with human expertise positions it well to meet the region’s evolving investment needs.