Latest Comment & Analysis

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 do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...

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 reach destinations quickly, have all led to the world of upscale private aviation growing. And it is also generati...

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 – William Louey. He discusses how he was able to carve out a role away from day-to-day specific management, while stayin...

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 interview examines how forms of life insurance can offer liquidity solutions, and more. ...

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 what 2025 may hold for an area that has expanded rapidly in recent years. ...

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 election result and what they mean for specific asset classes. ...

Latest News

Alt Investments
19 March 2025

OPINION OF THE WEEK: Is Gold Benefiting From An Economic, Geopolitical "Vibe Shift"?

Gold has risen above $3,000 and forces appear set to underpin the yellow metal. The editor reflects on what its behaviour says about economic and geopolitical conditions. ...

People Moves
19 March 2025

Who's Moving Where In Wealth Management? – Howden, Citigroup

The latest moves, appointments and personnel changes in the Asia-Pacific region. ...

Financial Results
19 March 2025

LGT's AuM Rose In 2024, Profits Dipped

LGT, the international private banking and asset management group owned by the Princely Family of Liechtenstein, has just released its financial results for 2024. It operates in multiple jurisdictions. ...

People Moves
19 March 2025

Manulife Asia Names New CEO, President

The organisation, which is listed on a number of markets, including those of the Philippines and Hong, has named new leadership for its Asia group. ...

Surveys
19 March 2025

Investors See US, China Fixed Income Opportunities – Invesco

US-headquartered investment manager Invesco has just released its “Sovereign Investors’ Snapshot Survey” of sovereign wealth fund and central banks, which collectively manage over $1 trillion in assets. It...

Strategy
18 March 2025

Illuminating Women’s Wealth Management Progress, Building Connections

Awards and networking gatherings run by this publication, held in Zurich and close to International Women’s Day, demonstrated how women are rising to the top in the world’s financial services industry. They ...