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
Julius Baer Names New Chief Human Resources Officer
The new chief human resources officer has more than 20 years of experience, much of it at an international level with working for large companies....
Human Judgment Gains Value As AI Expands Access To Investment Information
This article is part of a series drawing on interviews for the AI in Wealth Management Research Report, produced in partnership with Arta Finance. ...
Mediolanum Stays Diversified, Shrugs Off Geopolitics
Investment managers at Mediolanum International Funds discussed their latest asset allocation and trends shaping the industry at the fifth annual Mediolanum International Media Event (MedMe) in Dublin last week...
OPINION OF THE WEEK: US Action Keeps “De-Banking” Issue In Play
The editor takes a look at last week's de-banking report from a US regulator. ...
Asia's Commercial Banks Can Capture Intergenerational Wealth Wave – Study
Local Asian banks, particularly those already serving the business needs of clients as well as their wealth requirements, are well positioned to continue flourishing, sometimes pushing back at the international ...
EXCLUSIVE: Winners Of WealthBriefingAsia EAM Awards 2026
This news service congratulates our worthy winners in this year’s EAM awards programme for Asia. ...