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
LGT Wealth India Names Equities CIO
The CIO has more than two decades of asset management experience in areas such as equity research. ...
VP Bank Singapore Names New Chief Risk Officer
The CRO comes to the role with a variety of senior compliance roles at private banks and wealth management houses in Singapore. ...
Deals Of The Day: The Latest In Wealth Management M&A – Aberdeen Investments, Weave Living
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
UK Financial Regulator Names India, UAE Attachés
The FCA said the appointments will widen its international presence and support co-operation, exports, and investment into the UK. ...
Summary Of Senior Asi-Pacific Wealth Management Moves – June 2026
A roundup of the main private banking and wealth management sector moves for the region during June. RBC Wealth Management, UBS, UOB, Raffles Family Office and Klay Group were among the firms in the mix. ...
Citi Wealth Names New Global Head Of Wealth Planning
The firm said that the new global head of wealth planning's background will be a tremendous asset to its franchise as it raises its service and advisory capabilities for its UHNW clients globally. ...