Latest Comment & Analysis
ANALYSIS: The Evolving, Widening World Of Concierge
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust
With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...
Trusted Relationships, Not Transactions – In Conversation With Meta Octav
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...
"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business
This news service recently sat down with the head of the UK business arm of Mirabaud Wealth Management to discuss the approach to growth, the impact of recent changes in the UK tax and economic scene, and more. ...
Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One important field is adverse media screening, and the ways that technology can assist in sifting through a mass of...
Latest News
Ex-VP Bank Chief Executive Gets New Singapore-Based Leadership Role
The CEO is taking the role at a digital assets bank at a time when this area remains a busy one in Asia and other regions. ...
ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend
The incident, as disclosed by the European principality this week, is part of a pattern that continues to put compromises to privacy high up on the private banking and wealth management agenda. We list a few rec...
UK Ranks Behind Singapore, US, UAE In New Wealth Management Index
Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de Rothschild, released its Wealth Management Index yesterday. It reveals a new geography of wealth management as markets...
HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income
The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a clear majority of its net new money on the wealth side of the business was booked in Asia during the first half o...
Lombard Lending Disruptor Secures Another UK Partner
Otherwise known as Lombard lending, the business says it is disrupting the way that asset-backed lending, in which equities are used, is provided. ...
Liechtenstein Beneficial Ownership Register Hit By Cyber Attack
After copies of data relating to 31,000 legal entities were unlawfully taken, the register has been temporarily closed for external users. The government said there were no signs that data had been modified or d...