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Latest Comment & Analysis

Trust Estate
31 March 2026

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. ...

Strategy
12 March 2026

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...

Wealth Strategies
2 March 2026

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 ...

Compliance
23 February 2026

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.  ...

Investment Strategies
28 January 2026

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. ...

Family Office
22 January 2026

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

M and A
16 April 2026

Deals Of The Day: The Latest In Wealth Management M&A – Allspring Global Investments, GIA Partners

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
16 April 2026

What’s New In Investments, Funds? – WisdomTree, Citigroup, Endowus

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

People Moves
16 April 2026

EXCLUSIVE: Asset Manager Privium Adds Senior Advisor

A figure with a background in financial services has joined the global organisation, based in Singapore. ...

Technology
16 April 2026

Digital Digest: The Latest Tech News – OCBC, Gen AI Training Programme; SimCorp

The latest technology news in the wealth management sector from around the world. ...

People Moves
16 April 2026

LaSalle IM Names New Asia CIO; Japan Head

LaSalle Investment Management makes senior appointments designed to ensure long-term continuity in the region. ...

Financial Results
15 April 2026

Wealth Net Income Surges At Citigroup In Q1 2026

Higher revenues and a lower provision for credit losses contributed to a jump in year-on-year net income at the US banking group's wealth arm. ...