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
KKR-Backed Ascend Asia Financial Services Acquires Four Singapore Firms
As the Asia-Pacific wealth and advisory sector matures, so will opportunities in some quarters for M&A activity in the industry, tapping into the need for economies of scale, the ability to shoulder rising costs...
Bank Of Singapore's Ranjit Khanna Steps Down
The departure of the senior figure comes amid a number of comings and goings at the private bank. ...
Who's Moving Where In Wealth Management? – Natixis CIB, Citigroup
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...
Azura Expands Into Non-Resident Indian Market
The move reflects the increased complexity and internationalisation of private wealth. ...
Chokepoints – Malacca, Hormuz And The Wealth Manager's Map
Shipping routes are in focus given the state of geopolitics – threats to them are major investment themes for the wealth management sector to understand. Our WBA contributing editor, based in Singapore, consid...
What's New In Investments, Funds? – State Street, SBI Holdings
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...