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Latest Comment & Analysis
ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend
The incident, as disclosed by the European principality this week, is part of a pattern that continues to put compromises to privacy high up on the private banking and wealth management agenda. We list a few rec...
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...
Latest News
Indian Wealth Manager Appoints Chief Growth, People Officer
The group has appointed an experienced figure from India’s wealth sector that covers business development, revenue practice management and talent strategy. ...
Lombard Odier Posts Record SFr239 Billion AuM In H1 2026
The Geneva-based private bank reported record client assets and net profit for the first six months of the year. ...
Who's Moving Where In Wealth Management? – Standard Chartered
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...
What’s New In Investments, Funds? – Value Partners
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Asians Value Independence Over Inheritance: Survey
A Manulife survey of more than 9,000 adults across nine Asian markets finds that most people think that being financially independent and self-reliant is more important than wealth transfer in its own right. ...
DBS Keeps Agentic AI Story Bubbling
The banking group has extended an agentic AI solution to around 1,500 employees globally after a pilot phase. ...