News, Comment & Analysis results for Archive

New Office
11 July 2025

Japan’s SuMi TRUST Targets Singapore

Sumitomo Mitsui Trust Asset Management’s (SuMi TRUST AM), a large Japanese investment house,...

WM Market Reports
11 July 2025

You Could Be Fired: No Room For Wealth Advisor Complacency In Generation Shift

The fear that the children or relatives of HNW clients might choose a different advisor is one of...

Offshore
11 July 2025

US "Gold Card" Programme Highlights Fight For International HNW Money

The "Devil is in the detail" when it comes to the proposed "gold card" programme to attract wealthy...

People Moves
11 July 2025

Who's Moving Where In Wealth Management? – Vistra, UBS, Others

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

New Products
11 July 2025

What’s New In Investments, Funds? – Future Fund Oman, Templewater

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

Alt Investments
10 July 2025

Financial Advisors Boost Private Market Allocations – Blackstone

Blackstone’s private wealth group recently conducted its “Summer 2025 Advisor Pulse” survey,...

Awards
10 July 2025

Asia's Outstanding Wealth Management Professionals Profiled In "Acclaim"

Congratulations again to all involved in these awards. ...

People Moves
10 July 2025

Who's Moving Where In Wealth Management? – JP Morgan Private Bank

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

Alt Investments
10 July 2025

Coller Capital Closes Another Secondaries Fund, Says Sector Important Diversifier

Whether held in an evergreen structure or some other form, UK-headquartered Coller Capital is a...

People Moves
10 July 2025

Eastspring Investments Appoints Head Of Global Financial Institutions, Intermediaries

The newly-appointed figure – based in Singapore – has worked in the wealth and intermediary...

Comment & Analysis results for Archive

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...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Company Profiles
17 July 2024

Talent Management Is Julius Baer's Asia Growth Engine

We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...