Latest Comment & Analysis
Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife
As part of a series examining the work of life insurers for affluent and HNW clients in Singapore, we talk to a senior executive at Manulife about its recent research and the implications. ...
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. ...
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. ...
Latest News
LGT Finds AI Adoption Depends On Changing Everyday Work
LGT Private Banking, the Liechstenstein-headquartered group, explains the impact that AI has on its business processes, and gives thoughts for the future. This article is part of a number of items ahead of a res...
Asian Family Firms Say Heirs Are Willing To Take Control, But Unready – Sun Life
The report feeds into a busy global intergenerational wealth transfer narrative, and how this plays out not just with liquid assets and real estate, but operating companies. ...
What’s New In Investments, Funds? – Aberdeen Investments Partners With Prudential Hong Kong
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
SagePoint Targets Family Office Efficiency, Keeps AI Options Open
This article draws on interviews for an upcoming report. The material explores how firms translate AI experimentation into practical value, including the choices around data, implementation and the economics of ...
Middle East-Based Family Office Names Global Private Equity Head
A former senior figure at UNC Management Company, which is based in the US, has joined Miras Investments. ...
HSBC Private Bank Names Global Marketing Head
The new marketing boss for the private bank has worked at a variety of firms including JP Morgan Private Bank and Amundi. ...