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
Borrowing Vs Private Fund Portfolios: An Option Worth Understanding Before It's Needed
This article covers the intersection of fund finance and family office liquidity. ...
Bank Of Singapore Appoints ASEAN Market Group Head
The newly-appointed figure brings expertise in client advisory for the ultra-high net worth and HNW segments in Asia, as well as investment solutions in multiple asset classes. ...
Singapore's Seviora, First Abu Dhabi Bank Enter Partnership
Both organisations cover areas including private wealth. ...
Citigroup, HDBank Foster Ties Over Vietnam Market
The Southeast Asian country's economic performance has lifted it to emerging market status and piqued the interests of businesses including private banks. ...
The US Treasury Sell-off – Wealth Managers React
After the US Treasury sell-off intensified on Thursday, pushing 10-year yields to 5.20 per cent and 30 year yields to 5.48 per cent reaching record highs, wealth managers react. ...
AI Is Changing How Clients Choose Advisors: Good News For Great Advisors
There is an uncomfortable question advisors must ask themselves, what happens when AI helps decide whether an advisor is worth meeting? How does the value proposition of advice work in this new world? ...