News, Comment & Analysis results for Archive

New Office
18 June 2026

WRISE Expands Academy Footprint In China

The Asian wealth management organisation has launched a number of these academies in mainland...

People Moves
18 June 2026

Capital Group Adds To Hong Kong Teams, Names Financial Intermediaries MD

The US-headquartered firm – one of the world's largest asset managers ($3.4 trillion in AuM) –...

New Products
17 June 2026

Singapore's Arki Finance Leans Into Mass-Affluent Opportunity – Media

The launch comes against a background of moves by firms to tap into that "middle ground" between...

People Moves
17 June 2026

Who's Moving Where In Wealth Management? – Citigroup

The latest senior moves, appointments and personnel changes in wealth management and adjacent...

People Moves
17 June 2026

UBS Appoints Market Team Head For Australian Wealth Business

The new appointee has been in the financial services sector for more than 30 years. ...

People Moves
17 June 2026

Mishcon De Reya Continues Gulf Region Build-Out

The appointments come shortly after the international law firm announced the official opening of...

People Moves
16 June 2026

UOB Private Bank Adds Former Bank Of Singapore Senior Figure

The Singapore-headquartered bank said the new recruit will lead growth and strategic development of...

Compliance
16 June 2026

Singapore Starts Revised Single-Family Office Framework

A new framework governing how SFOs are created and run kicked in at the start of this week. ...

Investment Strategies
16 June 2026

Wealth Managers React After US And Iran End Conflict

After the US and Iran agreed on a framework to end the conflict on Sunday evening, causing a drop...

Family Office
16 June 2026

European Family Offices Eye Hong Kong's Charms – Media

A report says that a cluster of European family offices – none of them mentioned by name – are...

Comment & Analysis results for Archive

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...