News, Comment & Analysis results for Archive

Asset Management
9 June 2026

What's New In Investments, Funds? – Pictet

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

People Moves
9 June 2026

BNP Paribas WM Names Ex-UBS Man For Taiwan Senior Role

The new joiner has worked in the financial services sector, including wealth management, for more...

People Moves
8 June 2026

UOB Unveils Mainland China, Hong Kong Leadership Changes

There is change at the top of two parts of the Asian banking group. ...

New Products
8 June 2026

EXCLUSIVE: Mirova To Launch Two Agri-Focused, Energy-Transition Funds

With surging oil and fertiliser prices since the blockade of the Strait of Hormuz, Paris-based...

Trust Estate
8 June 2026

Asia's WRISE Creates Flagship Trust Service In Hong Kong

The wealth management firm argues that traditional trust services are overly complicated,...

Strategy
8 June 2026

Cyber Risk And Decision Liability In Private Banking

Where private banks are concerned, what counts is how they show that decisions remained sound,...

People Moves
8 June 2026

Citi Private Bank Makes Senior Asian Hire

The bank has promoted a senior member who has been with the bank since 2011. ...

New Products
8 June 2026

What’s New In Investments, Funds? – ZA Bank, Industrial Bank

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

Investment Strategies
5 June 2026

Pictet AM Positive On European, Emerging Market Equities, Gilts, Gold

At a media roundtable in London this week, Luca Paolini, chief strategist at Pictet Asset...

Surveys
5 June 2026

High Net Worth Individuals' Global Wealth Rises In 2025; Asia Posts Strongest Growth – Capgemini

The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published this...

Comment & Analysis results for Archive

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...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...