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Latest Comment & Analysis
Let's Walk Down The Wealth Corridor
A term that arises in discussions about banks' and wealth managers' geographic strategy is the "corridor." We talked to BNP Paribas Wealth Management in Hong Kong recently, and delved into how this concept can h...
From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance
This news service discusses establishing sources of wealth, the challenge of cryptos in a market dramatically changed by the current US administration, suspicious activity reports (SARs), and more. ...
How Tiger Brokers Plays Into Asia's Wealth Growth Story
We talk to Tiger Brokers in Singapore about the global firm's TradingFront platform, its wealth management strategy, use of AI and where it thinks the sector is heading. ...
Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat
A senior private banker for Lombard Odier, working for many years in Singapore, has made the move to the rather more heavily taxed location of London, but one from which he sees plenty of opportunities for growt...
Index Investing Has A "Reconstitution" Problem: How To Fix It
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change
We talk to a businesswoman, TV personality, academic and author about her annoyance, and frustrations, about the changes to the non-domicile system, and what she thinks needs to be done instead to attract tax re...
Latest News
What's New In Investments, Funds? – Brown Brothers Harriman, ICBCUBSI
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Singapore-Headquartered Ascentium Acquires Hong Kong Business
Ascentium said the deal builds on recent acquisitions. Financial terms were not disclosed. ...
Indosuez WM Favours US, Emerging Market Equities, Gold In 2026
Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation in 2026, highlighting a preference for equities,US and emerging market ones, emerging market debt, and gold. The...
M&G Names New Chief Transformation Officer
The new hire has more than 30 years’ experience delivering complex transformation across blue chip financial services organisations. ...
Hong Kong's IPO Market Is Liquidity Event Bonanza – KPMG
IPOs are important creators of new millionaires and therefore important for private banks, advisors and wealth managers to track in the pursuit of new clients. They also can give a barometer of the vigour of a f...
UBS Partners With Oxford University To Create AI Centre
The move by the Swiss wealth management big hitter illustrates how AI continues to shape thinking and is a prominent strategy area. ...