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
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...
Deals Of The Day: The Latest In Wealth Management M&A – Janus Henderson
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Indosuez WM Bolsters Asia Presence
Indosuez Wealth Management, the global wealth management arm of Crédit Agricole Group, is bolstering its wealth and investment team in Asia with two senior appointments, as it expands across the region. ...
Julius Baer Appoints Ex BoS Manager As Southeast Asia Market Head
The newly-appointed figure, who is based in Singapore, was previously a market head for Indonesia. ...
Why Innovation Labs Are A Wealth Sector Trend In Asia
We take a brief look at a phenomenon in the Asia-Pacific private banking and wealth management space. ...