Latest Comment & Analysis
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. ...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners and domestic UK citizens; the ways that international centres are sharpening their ...
Latest News
Who's Moving Where In Wealth Management? – Citigroup
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...
UK Political Drama Adds To Wealth Managers' Worries
The shifting fortunes of UK politics sees the departure of yet another Prime Minister. Just as Boris Johnson was ousted in 2022, despite his Conservative Party having won a large majority in late 2019, Sir Keir ...
What’s New In Investments, Funds? – Zennor AM, Spiro, NewTrails Capital, Others
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Insiders’ Guide To How Morningstar Analysts Evaluate Fund Managers
Our US correspondent examines what industry figures think is the best way to judge the skills and effectiveness of fund managers. ...
Standard Chartered Still Anticipating Global Economic "Soft Landing"
The second half of 2026 might bring about some "pivot" points that investors will have to navigate carefully, but overall the bank said it remains positioned for a gradual shift in the economic outlook rather th...
Who’s Moving Where In Wealth Management? – Value Partners Group
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...