News, Comment & Analysis results for Archive

Surveys
20 November 2025

Private Equity Shines Bright For Endowus Clients – Study

Such studies come at a time when wealth managers are being regaled with the presumed benefits of...

Philanthropy
20 November 2025

Philanthropy, Foundations And Jurisdictions – The View From Pictet 

The Swiss private banking group examines recent philanthropy trends and looks at the kind of...

ESG
20 November 2025

Asia, MENA Sustainable Finance Has Potential, Growth Climate Gets Chillier – Report

The market for sustainable debt has risen significantly in recent years. In the Middle East, North...

People Moves
19 November 2025

Ocorian Names New Director Of Private Clients, Singapore

The new hire has expertise in managing complex fiduciary structures for high net worth families,...

Fund Management
19 November 2025

Singapore-Based Lighthouse Canton Partners With Clearstream

The firm said that by using Clearstream's fund processing system, it will give wealth management...

Strategy
19 November 2025

Bitcoin Will Not Go Away While Fiat Currency Systems Are Stressed – Conference

A recent SALT conference in London debated the world of cryptocurrencies, digital assets,...

Compliance
19 November 2025

Hong Kong Grants "Licence Uplift" To AMINA

The regulatory move means that the bank's Hong Kong business is able to offer services including...

Strategy
18 November 2025

Lighthouse Canton Builds In-House Investment Engine

The organisation, which has been building an international reach, says developing its own...

People Moves
18 November 2025

Indosuez WM Welcomes Former Bank Of Singapore Senior Figure

The joiner at IWM has had stints at a number of banks in Singapore. ...

Asset Management
18 November 2025

Amundi Agrees New Five-Year Pact With Societe Generale

Societe Generale has been involved with the asset management house since entering a venture with a...

Comment & Analysis results for Archive

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Family Business Insights
5 February 2025

Hong Kong Transport Dynasty Figure Sets Out Succession Approach

We talk to a prominent figure in Hong Kong's business sector and transportation industry –...

Company Profiles
6 January 2025

Financial Planning, "Jumbo" Life Insurance And More: In Conversation With Grandtag

We talk to a financial consultancy working in Asia with HNW and UHNW clients. In particular, the...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...