Client-Led, Cross-Border, and Built to Adapt: Insights from Jessica Cutrera
The most compelling cases for independent wealth management are rarely made in the abstract. They are made in…
Family Offices at a Crossroads: Building Structure Before Scale
At WealthTHINK Hong Kong 2026, one of the day’s most practical discussions came in the form of an…
Optionality as Strategy: Why Jurisdictional Planning Is Moving to the Centre of Wealth Advice
At WealthTHINK Hong Kong 2026, one of the day’s most timely and strategically rich discussions came in the…
Beyond Efficiency: Rebuilding the Advisory Model for an AI World
At WealthTHINK Hong Kong 2026, one of the day’s most practical discussions came in the form of an…
Advice, Access & Alpha: Rethinking the Investment Proposition in Private Wealth
At WealthTHINK Hong Kong 2026, one of the day’s most commercially relevant discussions came in the form of…
From Digital Ambition to Advisory Impact: Insights from David Friedland
For a firm that built its reputation on making markets more efficient long before artificial intelligence entered the…
Open Custodianship, the Red Pill, and the Next Decade of Independent Wealth in Asia: Insights from Kenny Ho
The independent wealth management industry in Asia is small relative to its potential. With penetration at roughly five…
Beyond the Transaction: Why Outcome-Led Wealth Management Is Redefining the Client Relationship
For ultra-high-net-worth families navigating an increasingly complex global landscape, the traditional advisory model, built around products, transactions, and…
Independent Wealth Management in Singapore and the Discipline of Focus: Insights from Urs Brutsch
The rapid expansion of Singapore’s independent wealth management sector has been widely celebrated, but growth brings its own…
Proposition First, Technology Second: Why Singapore’s Family Offices Must Define Their Purpose Before Deploying AI
For Singapore’s multifamily offices and external asset managers, the promise of artificial intelligence is seductive: greater efficiency, deeper…
PwC’s John Wong on Tax Transparency, Structural Scrutiny and the Recalibration of Offshore Wealth Planning in Greater China
The operating environment for private clients across Greater China is being reshaped by a steady tightening of global…
Wealth Structuring in a Globalised World: Succession, Mobility, and Intergenerational Planning for Malaysian Families in 2026
At the Hubbis Malaysian Wealth Management Forum 2026, industry leaders examined how Malaysian families are approaching succession, mobility,…