Latest Comment & Analysis
ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood
While it has been hard to ignore the geopolitical challenges, there has been a steady flow of stories about wealth managers, advisory firms and banks establishing offices, entering alliances and opening offices ...
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...
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. ...
ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors
We take a look at the results announcement of Switzerland's second-largest bank and with a footprint in a number of jurisdictions. It reported record profit and strong net new money, but the market did not quite...
ANALYSIS Private Aviation: A High-Altitude Barometer For Global Wealth
Private aviation’s rise is also a feature of globalisation – the term used to describe the cross-border, connected world that private bankers, family offices and HNW individuals inhabit. With people jetting ...
Latest News
The Next Generation Approaches: Five Succession Plannings Asia Families Should Ask
Legal experts at Withers delve into the key considerations facing families in Asia around succession. ...
Standard Chartered Opens Bitcoin, Ether Trading To UAE Wealth Clients
The bank has secured approval from Dubai’s Virtual Assets Regulatory Authority to let eligible clients buy and sell the two cryptocurrencies directly through their existing Standard Chartered accounts. ...
What’s New In Investments, Funds? – Schroders
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
What's New In Investments, Funds? – Hamilton Lane, Chubb Wealth
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
ANALYSIS: Asia’s Life Insurers Flex Wealth Management Muscles
This news service takes a look at Singapore's life insurance market and the views, activities and strategies that come into the wealth management space. Here is the first in a series. ...
Net Income For Third Quarter 2026 Rises At JP Morgan
The US banking giant started the ball rolling yesterday on the quarterly reporting season in the US. A number of major banks are slated to issue results in coming days. ...