Latest Comment & Analysis

Company Profiles
13 July 2026

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...

Company Profiles
29 June 2026

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...

Wealth Strategies
20 April 2026

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...

Trust Estate
31 March 2026

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. ...

Strategy
12 March 2026

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...

Wealth Strategies
2 March 2026

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 ...

Latest News

M and A
31 July 2026

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. ...

People Moves
31 July 2026

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. ...

People Moves
31 July 2026

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. ...

Technology
31 July 2026

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. ...

Fund Management
31 July 2026

What’s New In Investments, Funds? – GMA Capital Partners, ACMF Group

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

Financial Results
30 July 2026

Adjusted Pre-Tax Profit Slips At St James's Place In H1 2026

The group has reportedly refunded some clients who have been charged twice. This week, the UK wealth manager set out its charging structure, while also reporting results for the first half of this year. ...