News, Comment & Analysis results for Archive

People Moves
30 June 2026

UBS Makes Raft Of Asia-Pacific Senior Wealth Management Appointments

Jurisdictions affected by the changes include Taiwan, Singapore, Philippines, Indonesia, Australia...

Strategy
30 June 2026

IQ-EQ Unifies Gordian Capital Under Global Brand Following Dubai Expansion

Gordian's client base includes family offices, asset managers and hedge funds. ...

Family Office
30 June 2026

Where Will Future Wealth Be Created?

New research among family office chief investment officers suggests that the next decade of wealth...

Financial Results
29 June 2026

Summary Of Q1 2026 Financial Results In Wealth Management, Private Banking

We summarise results for the private banking and wealth management arms of banking groups, and in a...

Company Profiles
29 June 2026

Trusted Relationships, Not Transactions – In Conversation With Meta Octav

WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that...

New Products
29 June 2026

Lombard Odier And Alpha Japan Bolster Collaboration

Lombard Odier and Alpha Japan have expanded access in Japan to Lombard Odier's global asset...

Client Affairs
29 June 2026

Accelerating Growth In Asia: Amundi’s Second Home Market

Amundi, a Paris-based European asset manager with €2.4 trillion ($2.7 trillion) of assets under...

Surveys
29 June 2026

Family Offices Take On More Risk In Alternatives – Survey

The survey examines what family offices around the world think of alternative investments and the...

Uncategorised
26 June 2026

APAC Investors Fret Over Geopolitical Risks More Than Peers – Survey

Asia-Pacific investors are reshaping portfolios as geopolitical uncertainty and market...

People Moves
26 June 2026

Who's Moving Where In Wealth Management? – Suntera Global, Manulife, First Sentier

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

Comment & Analysis results for Archive

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

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...