Latest Comment & Analysis
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 ...
Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust
With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...
Latest News
Changes At Top In Asia For Prudential’s Businesses
A former figure at Citi Private Bank will link Prudential's life insurance businesses with its asset manager, while the group said it has appointed a regional CEO for Indonesia, the Philippines and Africa. ...
Who’s Moving Where In Wealth Management? – Deutsche Bank
The latest senior wealth management moves, appointments and personnel changes in the Asia-Pacific industry. ...
What's New In Investments, Funds? – Singlife
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Resurgent Hong Kong Sets Out Five-Year Growth Plan – Reactions
Wealth managers and banks appear to have been broadly supportive of a new policy programme for Hong Kong that includes developments such as a "Northern Metropolis" and continued incentives for the financial indu...
India's 360 ONE Names New Chief Executive
The new CEO has worked at Jeffries, CLSA and Merrill Lynch. ...
HSBC Private Bank Appoints APAC Family, Philanthropic Advisory
The newly-appointed figure, who previously served in a senior role at UBS, has worked at firms including Deloitte, Noah Global Family Office and BNP Paribas. ...