News, Comment & Analysis results for Archive

Compliance
16 June 2025

OPINION OF THE WEEK: UBS's Regulatory Headache, And What Just Happened In Monaco?

The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss...

Investment Strategies
16 June 2025

Geopolitical Conflict Intensifies: Investment, Economic Impacts

Here are thoughts from a number of wealth management houses on the conflict in the Middle East and...

Investment Strategies
16 June 2025

Exclusive: Spotlight On Emerging Markets Utilities, Infrastructure

Amidst the tariff turmoil, co-portfolio managers of the Utilico Emerging Markets Trust, a UK-listed...

Technology
16 June 2025

Singaporeans Increasingly Embrace AI To Manage Money – Survey

At a time when wealth managers and private bankers are exploring AI use cases, the survey shows...

New Products
16 June 2025

What's New In Investments, Funds? – Longbridge Securities, Singapore

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

Surveys
13 June 2025

HNW Families Accelerate Wealth Transfer, Highlight Need For Guidance – Study

Everyone talks about intergenerational wealth transfer, but it is still useful to see data on how...

WM Market Reports
13 June 2025

Single-Family Offices Keen On Direct Investing; Challenges Remain – Survey

Enthusiasm for direct investing has risen and sometimes retreated amid the gyration of interest...

Company Profiles
13 June 2025

iCapital CEO On Partnerships, Blockchain And Wider Alternative Asset Access

This news service recently caught up with the CEO and chairman of iCapital, a business that has...

People Moves
12 June 2025

Raffles Family Office CEO Becomes Hong Kong-Singapore Business Group President

The association brings together businesses in the Asian financial hubs, which can be rivals but...

Investment Strategies
12 June 2025

Hong Kong Pension Fund Starts Preparing To Sell US Treasuries – Report

The story points to worries about the willingness of large foreign institutions to keep holding US...

Comment & Analysis results for Archive

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Company Profiles
28 September 2022

Singapore-Based WRISE Keeps It Simple

We talk to the chairman and CEO of a new wealth management business that sets out the idea of...

Alt Investments
19 September 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...

Family Business Insights
15 August 2022

Family Businesses And Succession Management In Asia

This news service recently interviewed consultancy Russell Reynolds Associates in Singapore about...

Uncategorised
1 August 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Wealth Strategies
27 July 2022

Forget Growth Vs Value: Why SuMi TRUST Won’t Dump Growth Stocks

The author of this article argues that, irrespective of whether a stock is in the value or growth...

ESG
15 July 2022

Greenwashing: How Big Is The Problem And How To Fix It?

With the rush of money into the area of "green" and ESG investing, a concern arises about how...