Latest Comment & Analysis
How HNW Individuals Ride Hong Kong's Liquidity Event Wave
This news service recently spoke to international law firm Stephenson Harwood about how IPOs and other liquidity events in Hong Kong drive demand for advice on structuring, holding and managing new wealth. ...
ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors
This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia (Paul Cuthbert-Brown) examine how AI’s impact on wealth management is panning out in the APAC region and discus...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing returns, sources of liquidity and risk management for its clients. ...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners and domestic UK citizens; the ways that international centres are sharpening their ...
Latest News
Blackstone Survey Shows Advisors Increasing Or Maintaining Private Equity Allocations
Alternative assets firm Blackstone has surveyed more than 200 financial advisors across the US, EMEA and APAC to find out how they are managing in an evolving macro environment and their outlook on private marke...
DBS In Hong Kong Leans Into Professional Football
The festival – due to be held from late July to early August – is another example of banks forging relationships with professional sports as part of their branding. ...
Marsh Names Mercer’s New Global CIO
Mercer said that the new global chief investment officer will foster high-performing teams, putting the firm in a strong position for the future. ...
Klay Group Adds Senior Figure In Singapore
The international wealth management group, which also provides corporate advisory and asset management, has added a senior team member, based in Singapore. ...
What's New In Investments, Funds? – OCBC, Lion Global Investors, DigiFT
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
APAC Investors Most Likely To Fire Older Gen's Advisors – Survey
The survey by the investment house sheds light on how, with up to $84 trillion of assets changing hands, the stakes are high for advisors seeking to find ways to retain business from upcoming generations. ...