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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. ...
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. ...
Latest News
China's Exports Can Continue Driving GDP, Real Estate Loses Prominence – EdR
A challenge for China has arguably been unsustainable property sector growth and the ensuing hangover of unsold units and bad debt. A new paper from a European bank notes that the sector isn't as important, rela...
Schroders' Wealth Arm Continues C-Suite, Executive Changes
One of the most prominent arrivals at Schroders is that of former Standard Chartered, JP Morgan and Coutts senior executive Peter Flavel, who will be taking on the roles of chair and independent non-executive on...
What’s New In Investments, Funds? – Standard Chartered, BlackRock
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Family Offices Warm To Crypto Assets, But Hurdles Frustrate Them – Survey
Although, in many ways, bitcoin has become more mainstream – in terms of the involvement of banks and other financial bodies – regulations and reporting requirements are a drag on progress for family offices...
Wealth Managers Make Emerging Market Case, Shrug Off Conflict
Investment managers – St James's Place, Aberdeen Investments, Franklin Templeton Institute and Union Bancaire Privée – share their insights on the case for emerging markets in 2026, and outline investment o...
Compliance Corner: Singapore Eyes Wider Fund Type Availability, Consults On Changes
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...