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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 ...
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. ...
Latest News
Managing Family Offices' AI Risk – White Paper
This paper from a law firm points out that family offices operate in a highly sensitive environment, where confidentiality, discretion and trust are paramount. At the same time, AI introduces a range of new and ...
Goldman Sachs' Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset management results from the US group posted a strong gain in the quarter. ...
AI To Drive Market Performance In H2 2026 – Natixis Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets under management, has released a survey of strategists which highlights that market performance in the second half ...
What's New In Investments, Funds? – Eastspring Investments, Singwealth Holdings
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
As Middle East HNW Wealth Goals Shift, Arab Bank Switzerland Adapts, Says Executive
We talked to the head of a new operation of Arab Bank Switzerland – ABS (Middle East) Limited – about the rationale for its launch, the business case and what clients want. ...
UBP’s Profits Rise In First Half Of 2026
Geneva-headquartered Union Bancaire Privée released positive financial results for the first half of 2026 today, showing an increase in profits, client assets and total income. ...