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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
From The Editor’s Chair: Geopolitics, M&A, Private Market Wobbles And Wealth In Motion
The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of our coverage for the next few months. ...
Julius Baer's CFO To Step Down
The departing CFO will remain with the bank until the year-end to ensure a smooth handover of roles. ...
Middle East Conflict: Wealth Managers Upbeat On Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers discuss their preferred asset allocation, highlighting the need for diversification and a preference for gold in a...
Switzerland Tops Jurisdiction List For Risk Readiness
Geopolitics and moves by some governments to squeeze HNW individuals over tax, trade disputes and other issues have put a premium on safe, stable and economically welcoming jurisdictions. Two of the world's most...
What's New In Investments, Funds? – Capital Growth, Hang Seng Bank
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who’s Moving Where In Wealth Management? – Aberdeen Investments
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...