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
Growing Demand For Private Markets Amongst Wealthy – Barclays Private Bank
Private markets participation among wealthy investors surveyed has risen over the past year, even as investors adopt a more selective approach to deploying capital, a survey finds. ...
Advised Investors Far More Confident On Retirement – Amundi Study
A 26-country survey undertaken by the France-headquartered asset management house found that half of advised investors are very confident of funding retirement, against 14 per cent of those who have never taken ...
Singapore's Temasek Leans Into Gulf Region Growth Story
The SWF is tapping into a narrative that has, for example, seen advisors to HNW and UHNW individuals and families continue to expand, obtain licences, and open offices. Temasek owns stakes in banks including Sta...
EXCLUSIVE: Franklin Templeton Focuses On German, Spanish Bonds Amidst Political Noise
David Zahn at California-headquartered investment manager Franklin Templeton shares his insights on European growth and the fixed income market, highlighting how he is overweight in German and Spanish bonds. He ...
What's New In Investments, Funds? – HLB Private Bank, Lombard Odier, Baillie Gifford
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The Sustainability Phenomenon: Finnfund, EVF, Vietnam
The latest developments in the sustainability space, a broad term that can include areas such as protection of rights, labour standards, governance and ethical dilemmas in investing, as well as environmental pro...