| Financial Services Review

Financial Services Review: Specials Magazine

Private equity has become an essential source of growth capital for businesses choosing to remain outside public markets for longer. As institutional investors continue increasing allocations to alternative assets, gaining access to high-quality private market opportunities has become increasingly valuable. Consistent results depend on experienced manager selection, diversified portfolios and careful oversight throughout the life of every investment. Investors are also looking for managers who combine institutional expertise with broad access to global opportunities while managing risk across sectors, regions and investment strategies. Over time, strong performance is more often driven by disciplined portfolio construction than by a handful of standout investments, making diversification an important contributor to long-term returns. Expanding Access to Global Private Markets Pengana Capital Group has built its private equity capability around that philosophy through the Pengana Private Equity Trust. Instead of focusing on individual deals, it provides investors with diversified exposure to global private markets through its partnership with GCM Grosvenor, one of the world's longest-established alternative asset managers. Being listed on the ASX makes institutional-quality private equity more accessible. Investors can participate through a single listed investment vehicle while benefiting from professional portfolio management, disciplined manager selection and broad diversification. Opportunities that have traditionally been available only to large institutional investors can therefore be accessed through a simpler structure.

Top Tax and Accountants Advisory Service in Apac 2026

HTJ.Tax helps globally mobile individuals, U.S. taxpayers abroad and cross-border businesses manage tax decisions that span multiple jurisdictions. A relocation, investment decision, expansion plan or business structure in one country can quickly affect tax exposure in another, making international tax planning difficult to manage through isolated local advice. Headquartered in Singapore, HTJ. Tax specializes in U.S. cross border tax compliance, and international tax planning. Founded in 1980, the firm operates as part of Moores Rowland International (MRI), a global professional services network with roots dating back to 1866. This allows HTJ.Tax to combine specialized U.S. cross border tax expertise with regional advisory capabilities in key APAC markets and a broader international network. The network provides access to coordinated support across tax, accounting, audit, corporate secretarial, compliance, cybersecurity, digital forensics and advisory services, all aligned with international standards. Its multicultural and multilingual professionals work across time zones and jurisdictions, helping HTJ.Tax avoid the gaps that can arise from isolated advice, whether in treaty interpretation, local compliance, language nuance, or continuity of service. “International tax planning cannot be approached from a single-country perspective,” says Derren Hayden Joseph, Managing Partner at HTJ.Tax and Chair of the Tax Working Group at Moores Rowland International (MRI). “Effective outcomes require qualified professionals in multiple jurisdictions working together to create solutions that reflect the realities of an increasingly interconnected world.”.

Asset Management Firm

For high-net-worth families, wealth isn’t a collection of holdings. It’s a living, breathing system. Portfolios stretch across geographies, asset classes and generations. Investment insight is rarely the issue. The challenge lies in acting on that insight. Executing decisions swiftly and precisely across a web of global custodians, advisors and product providers is where real complexity comes crashing in. And that’s where most traditional systems fall short. Sino Suisse Capital’s precision-driven platform, myAlphaTrader, was built as a direct solution to eliminating those bottlenecks and enhancing clarity at every step. Its distinction is most visible in how market data is processed and executed. Where conventional advisors toggle between emails, spreadsheets and portals to compare investment options, Sino Suisse Capital’s infrastructure is already connected, via secure API integrations, with a network of banks, custodians and platforms. The system captures incoming data automatically, interprets it and ranks product pricing in real time based on regulatory execution standards. There’s no manual scanning or delays. Just the best available decision surfaced instantly. “We built an architecture that thinks in sync with our clients’ intent,” says Franck Chen, president and chief operating officer. “Not after the fact, but in the moment. Because when timing defines trust, speed without strategy is just noise.” That strategic intelligence isn’t detached either. It’s deeply human. Every client engagement begins with nuance, not just assets and allocations but ambitions, concerns and life patterns. Insight becomes the foundation for how the system adapts and responds, ensuring that decisions remain personalized, even as scale and automation step in. For families planning across generations, that system extends even further through intelligent structures like Singapore’s Variable Capital Company (VCC). These frameworks allow for seamless consolidation of global assets, efficient estate transitions and cross-border compliance, without adding new layers of complexity. This translates into a model that doesn’t just manage wealth but anticipates it. It operates as an embedded strategist. Clients aren’t left waiting for updates. They move confidently, knowing their portfolios and goals are being managed with intelligence designed to think ahead.

Eod Market Data and Trading Software

For commodity traders, every nugget of information on the history and price dynamics of traded items can make or break a trade. Access to comprehensive market data significantly increases their chances of winning deals. Commodity Systems Inc. (CSI)’s financial market data archive, combined with advanced trading software and seasoned in-house expertise, provides traders with an edge that no contemporary database or search engine can match. The firm brings the largest database of meticulously preserved financial market statistics on futures, options and stocks, compiled over decades and updated daily. It delivers current as well as historical end-of-day (EOD) data on every major commodity traded on exchanges worldwide, giving traders unparalleled access to market intelligence. “Our commodity data goes back farther than anybody else out there,” says Jack Stauffer, CEO. CSI’s futures data is maintained since the earliest days of trading. It extensively covers commodity markets from the 1940s onward, even starting from 1922 in some cases. On the equities side, it maintains the complete data of every stock traded on the New York Stock Exchange (NYSE), dating back to 1962 and on NASDAQ since its inception in 1971. Focused on due diligence, CSI ensures that the data undergoes rigorous checks before being released to customers. Traders can analyze the data with Unfair Advantage, CSI’s proprietary trading analysis software package. Bundled with its data subscription plan, the powerful software is designed to transform extensive market data into actionable insights with over 100 technical analysis tools. It compresses massive amounts of financial data for use on personal computers, making in-depth analysis accessible to traders. The software also provides custom studies based on clients’ trading analysis ideas. One such instance is when a user proposed a customized Donchian Channel indicator to track commodity price volatility. Developed in collaboration with CSI’s experts, the study is now part of the package as an analysis tool.

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EDITORIAL

Building Confidence in APAC Financial Services

Financial services across the Asia-Pacific region continue to evolve as institutions respond to shifting investor expectations, cross-border complexity and rapid digital transformation. Success increasingly depends on disciplined capital management, trusted advisory expertise and leadership capable of balancing innovation with resilience.

Our cover story recognizes Pengana Capital Group [ASX: PCG] as the Top Private Equity Firm in APAC 2026. With the help of its Pengana Private Equity Trust, this company has increased the availability of quality private equity investments through the combination of diversification and governance.

Among our featured award winners, HTJ.Tax named Top Tax and Accountants Advisory Service in APAC 2026. Through its success at assisting internationally mobile people and cross-border entities in navigating the increasingly complex tax landscape, the firm has established itself as a reputable one. The HTJ.Tax helps organizations to formulate their tax-efficient structures that are compliant because of its ability to combine the U.S. cross-border know-how with advisory capacity in several jurisdictions.

Our CXO Insights further examine the forces reshaping financial services. Altona Widjaja, Product Development Lead at OCBC, describes the move from simple digital banking to more comprehensive solutions such as ecosystem integration and embedded finance in digital banking. Complementing this perspective, Henky Sulistyo, Chief Risk Officer at CIMB Niaga, discusses why operational resilience, cybersecurity and a strong risk culture have become fundamental pillars for sustainable banking in an increasingly digital environment. Together, their perspectives illustrate how innovation and prudent risk management must advance in parallel to support long-term industry growth.

As the financial services industry is changing, those organizations that are able to marry strategic vision and execution discipline will create the next generation of leaders in this field. We invite you to explore the insights in this edition and discover how today’s leading firms are shaping a stronger, more resilient financial future across APAC.

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