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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
Ex-VP Bank Chief Executive Gets New Singapore-Based Leadership Role
The CEO is taking the role at a digital assets bank at a time when this area remains a busy one in Asia and other regions. ...
UK Ranks Behind Singapore, US, UAE In New Wealth Management Index
Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de Rothschild, released its Wealth Management Index yesterday. It reveals a new geography of wealth management as markets...
What's New In Investments, Funds? – CICC, Chinese Investment Sector
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income
The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a clear majority of its net new money on the wealth side of the business was booked in Asia during the first half o...
Compliance Corner: MAS, ABS, Cyber Security Taskforce
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
Wealth Managers Weigh In On Central Banks' Rate Pause
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and the US Federal Reserve, kept interest rates on hold last week, as expected, wealth managers discuss the impact on ...