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
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...
Natixis CIB Targets Japan
Natixis Corporate & Investment Banking has expanded its capabilities into Japan. As part of that expansion, it has agreed to acquire a local M&A specialist, Sangyo Sosei Advisory. ...
Deutsche Bank Appoints Emerging Markets Managed Investments Head
The newly-appointed figure, who has joined from Bank of Singapore, will lead the German bank’s emerging markets managed investments specialist. It is adding to its discretionary, funds and alternatives teams i...
DWS Expands South Korea Footprint With New Office
The German asset manager has opened a liaison office in the home city of the National Pension Service, adding to its Seoul presence as global managers expand their presence in South Korea. ...
AIWM Singapore Names New Committee For Two-Year Term
The organisation represents more than 80 member firms that include external asset managers, family offices, banks and service providers. ...
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 working for large companies. ...