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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.  ...

Strategy
15 July 2026

The Latin America Wealth, Commercial Opportunity – The View From Vistra

Vistra has launched a new business unit for the Latin America market, and this news service recently interviewed the executive appointed to lead it. ...

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. ...

Latest News

Financial Results
7 August 2026

Mediobanca's H1 2026 Wealth Management Net Profit Falls

The Italian bank said the decline in profitability in the wealth management side of the business is expected to decelerate from a year ago as activities normalise in the autumn. As reported earlier in 2026, Banc...

Uncategorised
7 August 2026

Lighthouse Canton Says It Successfully Closed India Private Credit Investment

The Singapore-headquartered firm said the deal demonstrates how it provides bespoke financing solutions for Indian businesses. ...

Investment Strategies
7 August 2026

Pictet, Indosuez Still Like Equities, Differ On US

Despite continuing market volatility and geopolitical tensions, a number of wealth managers believe that equity markets have further to run thanks to strong earnings, resilient economic growth and continued inve...

Financial Results
7 August 2026

GAM Narrows Loss In Q2 2026, Reports Inflows, Higher AuM

The group has restructured and its latest results show that work is bearing fruit, it said yesterday. The firm has used more than half of its loan facility; a letter of intent exists to provide more funding if n...

New Products
7 August 2026

What’s New In Investments, Funds? – Schroders, Legal & General AM, WisdomTree

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

Financial Results
7 August 2026

DBS Net Profit Rose 9 Per Cent In Q2 2026; AuM Over S$500 Billion Mark

One of the "big three" domestic banks headquartered in Singapore reported Q2 financial figures for 2026. The CEO spoke of the important contribution from the wealth management side. ...