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
Private Banking, Wealth Operating Profit Rises At NatWest; Evelyn Arrival Boosts AuM
The figures reflect the impact of this year's acquisition of Evelyn Partners. ...
RBC WM Sets Out Next Phase Of European Growth
RBC Wealth Management Europe has announced that it aims to hire more than 70 expert advisors as part of its next phase of growth. ...
OPINION OF THE WEEK: New York's New Property Database Raises Privacy Vs Transparency Debate
The publication of property data in New York as part of the preparations for a new "pied à terre" tax might not, in itself, represent a new shift in what is legitimate to put in the public domain, but it does r...
CaixaBank Revamps Wealth Management Division
Valencia-headquartered CaixaBank has created a new organisational structure for its wealth management and asset management divisions, and appointed a new wealth management head. ...
EXCLUSIVE: Wealth Implications Of New UK Government – RBC WM Gives Its Take
With a new UK Prime Minister and government, naturally the wealth management sector wonders what bearing this will have on tax for HNW individuals and other citizens, as well as the economic policy agenda. This ...
Julius Baer Appoints Ex BoS Manager As Southeast Asia Market Head
The newly-appointed figure, who is based in Singapore, was previously a market head for Indonesia. ...