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
Bank Of Singapore Makes Senior Hire
The bank said that the new senior relationship manager's appointment underscores its GCNA franchise, deepens its coverage of UHNW clients, and supports its ambition to grow UHNW assets under management by 30 p...
Digital Digest: The Latest Tech News – LinqAlpha
The latest technology news in the wealth management sector from around the world. ...
Affluent Neglect: A Perspective For Family Offices, Advisors – Part One
Material wealth does not automatically equate to a happy and balanced childhood. The author of this article, taking a lead from important work on human relationships and psychology, examines how HNW families and...
Digital Digest: The Latest Tech News – Deutsche Bank, Taurus
The latest technology news in the wealth management sector from around the world. ...
HSBC Private Bank Appoints Senior Bankers For Global India, Singapore
The private banking arm of the group has made a number of top-level appointments in its Global India, Singapore and offshore China businesses. ...
Lighthouse Canton Positive For 2027 Business Expansion
In late July Lighthouse Canton developed a wealth platform for NRI clients; it has made a number of senior appointments and, earlier this year, entered a strategic partnership with a Taiwan-based investment hous...