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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
UOB Second-Quarter 2026 Profit Rises 10 Per Cent; Wealth Fees Hit Record
The Singapore-based bank's HNW assets under management climbed to S$204 billion ($159 billion). It was the third of the “big three” domestic banks in the Asia-city state to report its figures. ...
Summary Of Senior Asia-Pacific Moves In Wealth Management – May 2026
A summary of senior moves in private banking, family offices and other part of the wealth management industry in Asia during May. ...
Liechtenstein Takes More Systems Offline As Hacking Attack Probe Continues
Authorities in the European financial centre continue to act in the wake of a cybersecurity attack. ...
What’s New In Investments, Funds? – Standard Chartered
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
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...