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
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. ...
VP Bank In SFr130 Million Capital Raise Via Bond Issue
The Liechtenstein-based bank’s seven-year issue carries a 1.85 per cent coupon and an A3 rating from Moody’s, and fits with European funding rules. ...
Nomura’s International Wealth Arm Hires Ex-Julius Baer NRI Head
Vijay Solomon is joining the Japanese group’s international wealth management business in Singapore as managing director, with a brief to build out Southeast Asia and Middle East coverage. ...
Digital Digest: The Latest Tech News – Avaloq, Bank SinoPac
The latest technology news in the wealth management sector from around the world. ...
EXCLUSIVE: Edmond de Rothschild AM Expects Progress On Investment In Renewables At COP31
Ahead of the 31st United Nations Climate Change Conference (COP31) in Antalya Turkey, taking place from 9 to 20 November, Jean-Philippe Desmartin at Edmond de Rothschild Asset Management talks with this news ser...