Latest Comment & Analysis
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. ...
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing returns, sources of liquidity and risk management for its clients. ...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners and domestic UK citizens; the ways that international centres are sharpening their ...
Latest News
Former Standard Chartered Interim CFO Hired By Julius Baer
A new CFO is coming to the Swiss private bank, following a brisk period of change in that role at Standard Chartered this year. ...
Lombard Odier Underlines 10 Investment Convictions For H2 2026
Swiss private bank Lombard Odier outlines its 10 investment convictions for the second half of 2026. Its outlook is broadly constructive, favouring emerging market equities, while noting that volatility is likel...
Who's Moving Where In Wealth Management? – Arcadian, UBS
The latest senior wealth management moves, personnel changes and appointments in Asia-Pacific. ...
Standard Chartered, Cambridge Launch Leadership Programme For Private Bank Chiefs
Several banks and academic institutions around the world are building programmes and courses. ...
DBS, Samsung Securities Sign Wealth Management Tie-Up
The agreement pairs the Singapore bank's regional platform with the South Korean firm's domestic capital markets footprint, as lenders across Asia race to capture a fast-growing affluent client base. ...
Natixis Services India Names New CEO
Paris-headquartered Natixis Corporate & Investment Banking bolsters technology and innovation hub in India with senior appointment. ...