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
DBS Vaunts Its Affluent Client Segment Growth, Progression
As clients rise up the "ranks" of service and move from retail to "affluent," and possibly onto "high net worth," it creates new opportunities for banks. No wonder that Singapore's DBS thought it should single o...
Barclays Private Bank Names MFO, External Asset Management Head For UAE
The role is an example of how intermediaries such as multi-family offices and external asset managers are important for banks as clients. ...
Alibaba's $10 Billion Share Sale Reminder Of Hong Kong's Stock Market Vigour
The share sale adds to a pattern of a vigorous Hong Kong and wider Asian stock market, particularly around capital-raising. This trend is also an important source of new HNW individuals and can contrast with the...
Indian Women’s $763 Billion Inheritance Bonanza – Barclays Private Bank
The report from the bank found that a clear majority of women expecting to inherit have started to plan for succession, but only a minority have fully structured plans in place. ...
What's New In Investments, Funds? – Manulife Singapore, Citigroup
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? – Harneys
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...