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
Julius Baer Constructive On Japanese Equities Despite Stronger Yen
Swiss private bank Julius Baer, together with other wealth managers, share their insights on the outlook for Japanese equities, amidst a stronger Japanese yen (JPY). ...
Nomura IWM Launches New Gold Trading And Custody Service
As gold is increasingly becoming part of an investor’s portfolio and as prices climb to their highest level in seven weeks, Nomura International Wealth Management launches a new service. ...
Former Bank Of Singapore CEO Joins WRISE
WRISE, a business which this news service has tracked since its launch more than four years ago, has brought on board a man regarded by WRISE's own CEO as a mentor and major influence. ...
Who’s Moving Where In Wealth Management? – Eastspring Investments
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...
UOB Private Bank Expands Pact With Columbia Threadneedle Investments
The US-headquartered asset management firm will be able to expand its wealth management distribution capabilities across Asia. ...
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. ...