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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
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. ...
Wealth Managers Favour Tech-Driven US, Emerging Market Equities
Franklin Templeton Investment Solutions and HSBC Private Bank and Premier Wealth discuss their preference for tech-driven US equities this year. In line with a number of investment managers, Franklin Templeton a...
Hong Kong Continues Setting Boundaries Of New Tax Regime
The Asian city has created a new tax regime to encourage private equity and hedge funds. At issue is how far the benefits extend and whether certain activities are still subject to tax. Hong Kong continues to at...
DBS Appoints Hong Kong, Taiwan and Indonesia Leaders
With the departure of the CEO for DBS Bank and its head of North Asia, the banking group has unveiled leadership changes in a number of its franchises. ...
Asia's Marvel Capital Officially Opens New Regional Office In Kuala Lumpur
The business works with institutional partners such as Goldman Insurance, AEI Capital Group and the European Credit Investment Bank. ...
AMINA Aims For Easier Client Experience To Take Growth Up Another Level
When the banking group, headquartered in Switzerland and now operating in multiple locations, said it was integrating a payments network called Mesh, the move was designed to remove certain difficulties for user...