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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
Lighthouse Canton Says It Successfully Closed India Private Credit Investment
The Singapore-headquartered firm said the deal demonstrates how it provides bespoke financing solutions for Indian businesses. ...
Pictet, Indosuez Still Like Equities, Differ On US
Despite continuing market volatility and geopolitical tensions, a number of wealth managers believe that equity markets have further to run thanks to strong earnings, resilient economic growth and continued inve...
DBS Net Profit Rose 9 Per Cent In Q2 2026; AuM Over S$500 Billion Mark
One of the "big three" domestic banks headquartered in Singapore reported Q2 financial figures for 2026. The CEO spoke of the important contribution from the wealth management side. ...
RBC Names New Asia Wealth Management Head
There is a change at the top of the wealth management business in Asia for the Canadian banking group, as the current leader prepares to retire after more than a quarter of a century at the lender. ...
Franklin Templeton Makes Senior Appointments To Accelerate Growth
The senior appointments will bolster the investment manager’s global product, exchange traded funds and Asia Pacific capabilities. ...
Ascend Asia Opens Singapore-Based Wealth Advisory Centre
The firm says it operates an open-architecture model. ...