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Latest Comment & Analysis

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses the driving forces behind India’s expected economic growth in 2023, with the country’s economic ambitions g...

29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or lack of it. Without proper controls, management integrity and attention to detail, most businesses will fail event...

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. ...

Latest News

31 January 2023

Russian Oligarch, Former Football Boss Was UBS, Barclays Client – Report

The report said the oligarch's offshore trusts were reorganised shortly before the UK and Europe imposed sanctions on him. UBS declined to comment; Barclays did not comment on the specific details of the case. ...

31 January 2023

The ESG Phenomenon: PineBridge, Redwheel

The latest developments in the ESG space.  ...

People Moves
31 January 2023

Natixis CIB Makes Asia Pacific Credit Organisation Appointments

The latest moves and appointments at Natixis Corporate & Investment Banking in Asia Pacific.  ...

Alt Investments
30 January 2023

Greater China Private Equity, Venture Funds Still Drawing In Big Sums

Fewer funds completed fundraising last year than a year earlier suggesting that the tougher economic climate may have been a headwind. However, the financial totals for money raised were higher, figures showed. ...

30 January 2023

Morgan Stanley Punishes Staff Over WhatsApp Violations – Media

The saga underscores regulators' concerns that bankers and other financial sector staff might be avoiding necessary controls by using such channels. A raft of firms have been charged by the SEC over this issue. ...

New Office
30 January 2023

Hong Kong's Tsangs Group Opens In Singapore

The organisation calls itself "an innovation-focused global family office that bridges East and West." ...