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Latest Comment & Analysis

Company Profiles
13 July 2026

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...

Company Profiles
29 June 2026

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...

Wealth Strategies
20 April 2026

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...

Trust Estate
31 March 2026

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. ...

Strategy
12 March 2026

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...

Wealth Strategies
2 March 2026

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 ...

Latest News

People Moves
22 July 2026

Who's Moving Where In Wealth Management? – Amundi, Keenai, Others

The latest moves, appointments and personnel changes in wealth management for Asia-Pacific. ...

Offshore
22 July 2026

Peace, Passport Strength Go Together – Survey

The 20th edition of the index shows that average visa-free access has nearly doubled since 2006, even as the Global Peace Index records its bleakest findings amid rising global conflict. ...

Financial Results
22 July 2026

ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors

We take a look at the results announcement of Switzerland's second-largest bank and with a footprint in a number of jurisdictions. It reported record profit and strong net new money, but the market did not quite...

White Papers
22 July 2026

CFA Institute Explores How Investment Sector Navigates AI Impact

AI is forcing structural changes to the way that the investment and wealth management sector works. The CFA Institute's Research and Policy Center has issued a new research series on the impact to help guide the...

People Moves
21 July 2026

UOB Names New Managing Director, Hong Kong

The new managing director, Hong Kong, has a track record of leading large teams, driving growth across key markets, and building client relationships, alongside her experience in wealth planning and intergenerat...

Asset Management
21 July 2026

What's New In Investments, Funds? Prudential Singapore Targets Legacy Planning

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...