Latest Comment & Analysis
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. ...
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 ...
Latest News
Who's Moving Where In Wealth Management? – Amundi, Keenai, Others
The latest moves, appointments and personnel changes in wealth management for Asia-Pacific. ...
Peace, Passport Strength Go Together – Survey
The 20th edition of the index shows that average visa-free access has nearly doubled since 2006, even as the Global Peace Index records its bleakest findings amid rising global conflict. ...
ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors
We take a look at the results announcement of Switzerland's second-largest bank and with a footprint in a number of jurisdictions. It reported record profit and strong net new money, but the market did not quite...
CFA Institute Explores How Investment Sector Navigates AI Impact
AI is forcing structural changes to the way that the investment and wealth management sector works. The CFA Institute's Research and Policy Center has issued a new research series on the impact to help guide the...
UOB Names New Managing Director, Hong Kong
The new managing director, Hong Kong, has a track record of leading large teams, driving growth across key markets, and building client relationships, alongside her experience in wealth planning and intergenerat...
What's New In Investments, Funds? Prudential Singapore Targets Legacy Planning
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...