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
Who's Moving Where In Wealth Management? - RBC BlueBay AM
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...
What's New In Investments, Funds? – Ping An Digital Bank, JP Morgan, Aberdeen
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
EXCLUSIVE: Comgest, Indosuez WM Constructive On Emerging Markets
This news service recently visited wealth managers in Paris to discuss their wealth and asset allocation views and their insights into the case for emerging markets. Along with a number of firms, Indosuez Wealth...
For Quant Investors, AI Is A Major Advance, With Caveats – Lazard AM
We talk to one of the portfolio managers at New York-headquartered Lazard Asset Management about the ways that AI affects the quantitative investment approach, pointing to the risks and opportunities. ...
EXCLUSIVE: BNP Paribas WM Upbeat On Emerging Market Equities, US Tech
This news service visited Paris recently to meet a number of wealth and investment managers to discuss their asset allocation views. Edmund Shing at BNP Paribas Wealth Management has a favourable stance on the o...
AI’s Value In Wealth Management Starts With Better Processes
This article draws on interviews carried out for WealthBriefing's forthcoming AI in Wealth Management research report, due for publication later this year. ...