News, Comment & Analysis results for Archive

People Moves
25 November 2025

Senior Banker Joins UOB's Wealth Advisory Panel

The senior banker has held posts at Credit Suisse, UBS and AMP Capital, working in Europe and...

Financial Results
25 November 2025

Julius Baer Expands Gulf Presence, Reports Higher AuM

In a busy announcement day for the Swiss bank, it updated the markets on its financial results,...

People Moves
25 November 2025

Who’s Moving Where In Wealth Management? – Standard Chartered, Howden

The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management...

Strategy
25 November 2025

Citigroup Reaffirms Hong Kong Commitment

Among other reasons, Sieg's visit coincides with the 15th birthday of Citigold Private Client in...

Technology
24 November 2025

How Gulf States Play Digital Assets Trend – In Conversation With Taurus

This publication talked to a firm about the approach that various Middle East jurisdictions take...

Investment Strategies
24 November 2025

UBS Expects AI And Tech To Fuel Equity Gains In 2026

As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026...

People Moves
24 November 2025

Who's Moving Where In Wealth Management? – HSBC

The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...

New Products
24 November 2025

What’s New In Investments, Funds? – Eastspring Investments

The latest news in investment offerings, financial products and other services relative to wealth...

People Moves
21 November 2025

UBS Names Singapore, South-East Asia Chairman

The incoming chairman has several decades of leadership experience across public and private...

People Moves
21 November 2025

Leo Wealth Adds Ex Indosuez WM Hong Kong CEO To Team

The former long-serving figure at Indosuez takes up a new Hong Kong-based role. ...

Comment & Analysis results for Archive

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

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...

Compliance
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...

Compliance
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...

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...

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...

Company Profiles
28 September 2022

Singapore-Based WRISE Keeps It Simple

We talk to the chairman and CEO of a new wealth management business that sets out the idea of...

Alt Investments
19 September 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...