Latest Comment & Analysis
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. ...
ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors
This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia (Paul Cuthbert-Brown) examine how AI’s impact on wealth management is panning out in the APAC region and discus...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing returns, sources of liquidity and risk management for its clients. ...
Latest News
What’s New In Investments, Funds? – Standard Chartered, BlackRock, MUFG, JCB
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who’s Moving Where In Wealth Management? – DWS, Ninety One
The latest moves, appointments and personnel changes in wealth management for Asia-Pacific. ...
Bank J Safra Sarasin Agrees To Buy Rest Of Saxo
The deal is an example of the kind of consolidation taking place in parts of the European and international banking sector. ...
Global Continuation Investments Could Surge In The Next 10 Years – Schroders Capital
The rise of "continuation" investments in the private markets sector speaks to the maturation process, evolution of approaches to liquidity, and more. ...
Former Standard Chartered Interim CFO Hired By Julius Baer
A new CFO is coming to the Swiss private bank, following a brisk period of change in that role at Standard Chartered this year. ...
Lombard Odier Underlines 10 Investment Convictions For H2 2026
Swiss private bank Lombard Odier outlines its 10 investment convictions for the second half of 2026. Its outlook is broadly constructive, favouring emerging market equities, while noting that volatility is likel...