News, Comment & Analysis results for Archive

Technology
29 October 2025

UBS Integrates Mobile Platforms

The Swiss bank has merged Circle One by UBS and UBS Mobile Banking, to create a single and...

People Moves
29 October 2025

Bank Of Singapore Adds Senior RMs For Hong Kong

The move is part of efforts by the bank to build out its Greater China footprint. ...

Financial Results
28 October 2025

Wealth Revenues, Income Rise At BNP Paribas In Q3 2025

The firm reported a broadly stronger set of figures for the wealth management business in the third...

People Moves
28 October 2025

Deutsche Names Ex-HSBC Figure As Investment Management Head, North Asia

The appointee, who has nearly 20 years of experience across FX and commodity advisory, multi-asset...

Strategy
28 October 2025

Australian Fintech OMG Eyes Capital Raise To Boost DeFI Footprint

The firm said its strategy is "targeting forward-looking family offices and private wealth...

Family Office
28 October 2025

UHNW Families At Odds Over Wealth, Risks Put Relocation In Focus – Survey

Among its findings, the survey reported that a large proportion of family members clashed over...

Technology
28 October 2025

Cryptos Move From Nomad Money To Corporate Vaults

With cryptos, digital assets and other entities, the attitude in the financial services sector is...

People Moves
28 October 2025

Who's Moving Where In Wealth Management? – Natixis Investment Managers, SimCorp

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

Trust Estate
27 October 2025

Why Asia's Wealthy Must Put Values At Estate Planning Core

We talk to a Singapore-based legacy planner, expert on trusts and tax, and now a published author...

People Moves
27 October 2025

UBS Makes Executive Board Changes

The Swiss bank, which is nominating the man it wishes to be its next vice chairman, has made a...

Comment & Analysis results for Archive

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Family Business Insights
5 February 2025

Hong Kong Transport Dynasty Figure Sets Out Succession Approach

We talk to a prominent figure in Hong Kong's business sector and transportation industry –...

Company Profiles
6 January 2025

Financial Planning, "Jumbo" Life Insurance And More: In Conversation With Grandtag

We talk to a financial consultancy working in Asia with HNW and UHNW clients. In particular, the...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...