At a time when the word "personalised" has become a buzzword, how is CIMB Private Wealth combining individual client relationships with investment insights and market research? Cheong Pak Sing, Head of Investment Advisory & Research at CIMB, describes what wealth management looks like when it's tailored to each client's goals and risk appetites.

Click here to find out more about CIMB Private Wealth.

At a time when the word "personalised" has become a buzzword, how is CIMB Private Wealth combining individual client relationships with investment insights and market research?&nbsp;Cheong Pak Sing, Head of Investment Advisory &amp; Research at CIMB, describes what wealth management looks like when it's tailored to each client's goals and risk appetites.Click <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cimbprivatewealth.com.my/en/home.html?cid=a1:pv_a2:segment_a3:pwbfm26_a4:220726_a5:afl_a6:sptfy_a7:v1_a8:ian">here</a> to find out more about CIMB Private Wealth.

The Marketplace

 An Integrated And Personalised Wealth Management Approach

For many entrepreneurs, their business represents their life’s work, primary income stream, and greatest financial asset, making corporate and personal financial decisions deeply interconnected. Lim Eng Ping, Head of Wealth Management Malaysia at Maybank, discusses the unique challenges founders face when trying to separate business operations from personal wealth strategies.

He highlights Maybank's integrated approach of connecting wealth advisers directly with corporate and commercial banking teams, explaining how coordinated expertise across financing, cash management, and succession planning helps business owners transform corporate success into lasting family legacies.

For many entrepreneurs, their business represents their life’s work, primary income stream, and greatest financial asset, making corporate and personal financial decisions deeply interconnected. Lim Eng Ping, Head of Wealth Management Malaysia at Maybank, discusses the unique challenges founders face when trying to separate business operations from personal wealth strategies. He highlights Maybank's integrated approach of connecting wealth advisers directly with corporate and commercial banking teams, explaining how coordinated expertise across financing, cash management, and succession planning helps business owners transform corporate success into lasting family legacies.

How Should Founders Protect Business Legacy?

Our financial priorities change as life changes. Retirement, children’s education, caring for ageing parents or growing a business can all shape the way we approach wealth. Abdul Halim Abdul Rashid, Head of Islamic Wealth Management at Maybank Islamic, looks at why personalised advice matters and how the right guidance can help us navigate those decisions with greater confidence through each stage of our wealth journey.

Our financial priorities change as life changes. Retirement, children’s education, caring for ageing parents or growing a business can all shape the way we approach wealth. Abdul Halim Abdul Rashid, Head of Islamic Wealth Management at Maybank Islamic, looks at why personalised advice matters and how the right guidance can help us navigate those decisions with greater confidence through each stage of our wealth journey.

Your Wealth Has Its Own Story

Building wealth is often framed around growing your money and securing your financial future. But wealth can is also be about responsibility, family, preparing for the future, and creating a legacy that reflects our values. Abdul Halim Abdul Rashid, Head of Islamic Wealth Management at Maybank Islamic, explores the idea of purposeful wealth and why the principles behind it are relevant for everyone, regardless of faith.

Building wealth is often framed around growing your money and securing your financial future. But wealth can is also be about responsibility, family, preparing for the future, and creating a legacy that reflects our values. Abdul Halim Abdul Rashid, Head of Islamic Wealth Management at Maybank Islamic, explores the idea of purposeful wealth and why the principles behind it are relevant for everyone, regardless of faith.

An Integrated And Personalised Wealth Management Approach

The Marketplace

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The Marketplace

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