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
EFG Net Profit, AuM Up Q1 2026
Zurich-headquartered private banking group EFG International reports positive financial results for the first quarter of 2026. ...
Julius Baer Expects "Substantially Higher" Profit, But Shares Fall
Among the details, the bank – which is a significant player in the Asian wealth management market – reconfirmed its net new money target of 4-5 per cent by 2028, and said it expects to deliver a net profit, ...
Change At Top Of Manulife Hong Kong
There is a new CEO taking over the helm of the business in Hong Kong. ...
Ocorian Appoints Private Clients Head For Hong Kong
In her new role, the private client head will work with HNW and UHNW individuals and families. ...
What's New In Investments, Funds? HSBC Life Singapore
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
State Street Sets Up New Office In The Philippines
The development comes at a time when the Southeast Asian nation has witnessed the growth of a middle class and rising disposable income, among other forces. ...