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
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? ...
Lombard Odier Adds To Hong Kong, Switzerland Private Client Teams
The newly-appointed bankers operate from Hong Kong and Zurich, highlighting an important "corridor" between both financial centres. ...
DBS, Avaloq Expand Partnership, Tap Further Into Asia's Wealth Boom
As Asia continues to flourish as a wealth and investment market, raising pressures on a sector with talent shortages, the organisations set out a new, expanded partnership with a focus on areas such as wealth an...
Wealthy Entrepreneurs Plan $367 Billion AI Spend – HSBC Survey
Most high net worth business owners plan to increase AI investment over the next year; as a result more expect to add staff rather than cut them, according to research from HSBC. ...
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. ...