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Latest Comment & Analysis

Strategy
27 July 2026

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. ...

Legal
24 July 2026

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.  ...

Company Profiles
13 July 2026

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...

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 also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...

Company Profiles
29 June 2026

"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. ...

Compliance
25 June 2026

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

Financial Results
4 August 2026

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...

Asset Management
4 August 2026

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. ...

Offshore
4 August 2026

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...

People Moves
4 August 2026

Ocorian's Middle East Group Names Commercial Director

The newly-appointed figure will lead growth for Ocorian's private client business across the Middle East. ...

Investment Strategies
4 August 2026

Wealth Managers Weigh In On Central Banks' Rate Pause

After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and the US Federal Reserve, kept interest rates on hold last week, as expected, wealth managers discuss the impact on ...

Wealth Strategies
4 August 2026

Volatile Markets Demonstrate Active Management's Value, Wealth Managers Say

We look at the example of the high market volatility in an Asian country's equity markets, and other developments, to grapple with the argument that active management is well and truly back as a valued part of t...