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
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...
Lombard Odier And Alpha Japan Bolster Collaboration
Lombard Odier And Alpha Japan have expanded access in Japan to Lombard Odier's global asset management solutions and strengthened pan-European distribution of specialist Japanese equity strategies. ...
Accelerating Growth In Asia: Amundi’s Second Home Market
Amundi, a Paris-based European asset manager with €2.4 trillion ($2.7 trillion) of assets under management, hosted an investor workshop in London this week focused on its business in Asia, one of the growth pr...
Who's Moving Where In Wealth Management? – Suntera Global, Manulife, First Sentier
The latest senior moves, appointments and other personnel changes in the Asia-Pacific wealth management sector. ...
Singapore Eyes Sharper Tax Incentives For Startups, Other Measures
The state's powerful wealth management industry sits inside a broader economy which policymakers say they wish to bolster with a range of measures. ...
What's New In Investments, Funds? – Swiss-Asia, Schneider Electric, Future Group, Aberdeen
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...