Latest Comment & Analysis

27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more discreetly wealth is held, the stronger the assumption that what is being concealed are social, if not actual, c...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell Capital, an investment firm based in Hong Kong, discusses with WealthBriefing investment opportunities in China...

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 wealth management industry and the technology that it uses. ...

Practice Strategies
4 October 2022

Back To School: Summary Of Wealth Management-Related MBAs, Post-Grad Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant to people pursuing or contemplating a career in wealth management. ...

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 commodity market, overcoming historic factors that have previously prevented this. So far, only 1 to 2 per cent o...

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 fuels – not necessarily a straightforward process, as suggested by the disruption to global energy markets cau...

Latest News

5 December 2022

Five Sustainability Trends To Watch – Schroders

Faced with increasing challenges, Andy Howard, global head of sustainable investment at Schroders, discusses the future of ESG and impact as it matures and evolves across asset classes and geographies. ...

Investment Strategies
5 December 2022

First Half Of 2023 Looks Tough – Lombard Odier

Swiss private bank Lombard Odier has published its latest investment strategy report for private clients, discussing its global markets' outlook and asset allocation strategies for the first half of 2023. ...

M and A
2 December 2022

KPMG Adds Hundreds Of Lawyers In Asia-Pacific

The arrival of the ZICO Law network into the KPMG group will bring more than 275 lawyers into KPMG's ranks across the region. ...

Real Estate
2 December 2022

Knight Frank Upbeat On Asia-Pacific, Says Many Risks "Priced In"

While there are a number of challenges, Asia-Pacific is one of the "bright spots" of the world economy looking into 2023, the firm said. ...

Financial Results
2 December 2022

RBC's Net Income Dips; Wealth Management Shines

The wealth management side of the business made a positive contribution to the bottom line, aided by higher net interest income growth in the US and elsewhere. ...

People Moves
2 December 2022

JP Morgan Private Bank Names Investments, Engagements Head For Asia

The new appointee is taking over from a senior figure who is returning to the UK to carry out a similar role for the UK, Ireland and Channel Islands. ...