News, Comment & Analysis results for Archive

People Moves
16 February 2026

Bank Of Singapore Names Customised Solutions Head

The new appointee previously worked on the wealth and private banking sides of UBS and Credit...

WM Market Reports
16 February 2026

Report Explores What Makes Effective Family Enterprise Governance

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that...

New Office
16 February 2026

WRISE Boosts Taiwan Business

Singapore-headquartered WRISE Group, a fast-growing Asian wealth management firm, expands its...

Investment Strategies
16 February 2026

Focus On Chinese Equities In Year Of The Horse

After China hit its 5 per cent GDP target in 2025 and its equity market delivered strong returns,...

People Moves
13 February 2026

UBS Names Australia Wealth Management Head

The appointee has worked at a variety of firms, including Credit Suisse and Citi Private Bank. ...

Comment & Analysis results for Archive

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...

Strategy
10 September 2024

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...

Company Profiles
17 July 2024

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...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...