Latest Comment & Analysis
Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife
As part of a series examining the work of life insurers for affluent and HNW clients in Singapore, we talk to a senior executive at Manulife about its recent research and the implications. ...
ANALYSIS: Asia’s Life Insurers Flex Wealth Management Muscles
This news service takes a look at Singapore's life insurance market and the views, activities and strategies that come into the wealth management space. Here is the first in a series. ...
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. ...
Latest News
Northern Trust Third Quarter Net Income Rises 40 Per Cent, Wealth Fees Rise
The Chicago-based bank’s wealth management fees rose 9 per cent to $611.5 million, led by a 16 per cent rise in Global Family Office fees, as AuM reached $1.963 trillion. ...
Compliance Corner: Hong Kong Monetary Authority, AI Framework
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
What's New In Investments, Funds? – OCBC, Malaysia
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
ING Uses AI To Give Relationship Managers More Time For Clients
This brief interview is a taster of the commentary and insight gathered by this publication in advance of a report into how AI is shaping the wealth management industry. ...
Succession Planning Priority For UHNW Families – Julius Baer Barometer
This year’s Julius Baer Family Barometer Report examines the priorities and challenges facing ultra-high net worth families. It draws on responses from more than 700 financial professionals worldwide who advis...
JP Morgan Raises Long-Term Capital Market Return Forecast
Looking through the gloom of geopolitical events, the US bank's asset management arm sets out a relatively upbeat outlook for how major asset classes will perform, suggesting that adding "diversified alternative...