News, Comment & Analysis results for Archive
Lighthouse Canton Launches Dedicated Wealth Platform For NRI Investors
The Singapore-headquartered group has launched a cross-border wealth management platform targeting...
OCBC Uses AI To Ease Wealthy Clients' Onboarding Pain
Lengthy onboarding times are more than just a nuisance and source of frustration. They can cost...
Who's Moving Where In Wealth Management? – TEAM, Singapore
The latest moves, appointments and personnel changes in wealth management for Asia-Pacific. ...
UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Increase; Group Profits Beat Forecasts
The Switzerland-headquartered group reported stronger revenues in its wealth arm, while overall...
Baillie Gifford Names Client Relationship Director For Singapore
The independent global investment manager has hired Calvin Liew from Fullerton Fund Management to...
Bank Of Singapore Names New Head Of Alternative Investments
A senior figure in the investment world, with expertise in sectors such as hedge funds, has joined...
More Than One In Three Singaporeans Use AI For Financial Decisions
A sizeable chunk of Singapore citizens use AI when making financial decisions but most prefer human...
Say Hello To “DBS Joy” – A New AI Agent
While not strictly a wealth management story, the rollout by DBS of the AI tool for corporate...
EXCLUSIVE: How Does New York Data Centre Ban Shift AI Odds?
As this news service shows in interviews with wealth managers, they see AI as a driving force for...
SuMi TRUST AM Appoints London Office Leader
There is a change at the top of the London office for the Japanese investment business. ...
Comment & Analysis results for Archive
Hong Kong Transport Dynasty Figure Sets Out Succession Approach
We talk to a prominent figure in Hong Kong's business sector and transportation industry –...
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...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
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...
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...
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,...
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...
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...
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...
Talent Management Is Julius Baer's Asia Growth Engine
We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to...