Latest Comment & Analysis
ANALYSIS: The Evolving, Widening World Of Concierge
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust
With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...
Trusted Relationships, Not Transactions – In Conversation With Meta Octav
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...
Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe
A wealth management and private banking figure uses her understanding of structural mispricing in capital markets to identify a systemic problem. Women's health is an example, she says – and that creates oppor...
How HNW Individuals Ride Hong Kong's Liquidity Event Wave
This news service recently spoke to international law firm Stephenson Harwood about how IPOs and other liquidity events in Hong Kong drive demand for advice on structuring, holding and managing new wealth. ...
Latest News
Compliance Corner: MAS, ABS, Cyber Security Taskforce
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
Wealth Managers Weigh In On Central Banks' Rate Pause
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and the US Federal Reserve, kept interest rates on hold last week, as expected, wealth managers discuss the impact on ...
Who's Moving Where In Wealth Management? – M&G Investments, Freshfields
The latest moves, appointments and personnel changes in wealth management for Asia-Pacific. ...
Family Offices Increasingly Turn To Third-Party Specialists – Survey
Research among family offices managing a combined $119.37 billion found that a clear majority expect to use more outsourced expertise as demand for sophisticated services gains ground. ...
OPINION OF THE WEEK: A US Property Database Raises Privacy Vs Transparency Debate
The publication of property data in New York as part of the preparations for a new "pied à terre" tax might not, in itself, represent a new shift in what is legitimate to put in the public domain, but it does r...
HSBC's Private Bank, Wealth Arm Still Favours US Equities, Dollar
After a period of sharp selling of semiconductor stocks and continued geopolitical volatility, HSBC's wealth and private banking business considers where it is positioning its portfolios. ...