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Latest Comment & Analysis
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. ...
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing returns, sources of liquidity and risk management for its clients. ...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners and domestic UK citizens; the ways that international centres are sharpening their ...
Latest News
Wealth Managers' Verdicts As Major Central Banks Hold Fire On Rates
It's been a busy week for the world's main central banks. The Bank of Japan, US Federal Reserve, European Central Bank and the Bank of England left interest rates on hold this week, as expected. Inflation is fro...
First-Quarter 2026 Net Profit Rises At DBS; Wealth Arm Helps Results
DBS said wealth management performance was a contributor to its record income for the quarter. ...
Wealth Results Shine At Standard Chartered In Q1 2026
The bank issued a broadly positive set of figures for its wealth management operations. ...
What’s New In Investments, Funds? – BlackRock, Illuminate Financial, Others
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Revenue, Income Rises At BNP Paribas In Q1 2026; Wealth Results Improve
The segment of the French bank containing its wealth management business had a "very good quarter," it said today. ...
Wealth Managers Stay Upbeat On Gold Despite Volatility
Although the gold price is down from its pre-US/Iran-war levels, Lombard Odier, together with other wealth managers, has said that it is remaining constructive on gold. It is also keeping an overweight position ...