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
Who’s Moving Where In Wealth Management? – Eastspring Investments
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...
What’s New In Investments, Funds? – Standard Chartered, William Blair Investment Management
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
OCBC Puts Platinum, Palladium On Its Mobile App
The bank, headquartered in Singapore, is leaning into the trend around precious metals. ...
Tech Delivers Investment Goods For UK Wealth House
Darius McDermott at Chelsea Financial Services and FundCalibre shares his insights on the case for tech-driven emerging market and US equities, as well as for investment trusts and gold. ...
July Proves A Chilly Month For Tech-Related Hedge Funds
With AI-related stocks and the wider sector hitting bumpy conditions in July, there was nothing particularly "hot" about the performance of hedge funds connected to tech that month, new figures show. ...
China's Offshore Financial Clampdown Makes A Mark – Media
China has started to tax offshore trusts as used by wealthy HNW citizens. There are limits to globalisation of finance and flows of investments, with an impact on other financial centres in Asia and wider world....