Latest Comment & Analysis
ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend
The incident, as disclosed by the European principality this week, is part of a pattern that continues to put compromises to privacy high up on the private banking and wealth management agenda. We list a few rec...
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...
Latest News
Asians Value Independence Over Inheritance: Survey
A Manulife survey of more than 9,000 adults across nine Asian markets finds that most people think that being financially independent and self-reliant is more important than wealth transfer in its own right. ...
DBS Keeps Agentic AI Story Bubbling
The banking group has extended an agentic AI solution to around 1,500 employees globally after a pilot phase. ...
Tech-Human Combination Critical In Investment, Wealth Management – BlackRock
As AI and tech play a critical role in investment and wealth management, experts at BlackRock discuss their systematic approach to investing, combining tech and human expertise, highlighting that human judgment...
BNP Paribas WM Signals Younger Generation Engagement
The bank argues that although Asian families increasingly put succession structures into place, preparedness is inconsistent and needs attention. ...
Stocks, Luxury Goods To Benefit, Traditional Collectables Will Suffer In Great Wealth Transfer – Study
There is considerable commentary on a multi-trillion dollar wealth transfer and what impact it will have. One area could be on economic and financial sectors. A rising generation might be less interested in trad...
UOB Names ASEAN, Greater China Head
The bank said it is tapping into the expanding business opportunities in the ASEAN collection of Southeast Asian countries and Greater China. The executive is taking up a freshly-created position, the bank confi...