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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...
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EXCLUSIVE: Carmignac Positive On Tech-Driven Emerging Markets
This news service visited wealth managers in Paris last week to discuss their wealth and asset allocation views. Despite concerns about the impact of the Middle East conflict, which has tested the resilience of ...
Singapore-Based Group Gets Rebrand Under Ascentium Name
The Ascentium Group provides a range of services, including in the corporate, finance, fund administration, fiduciary and trust services spaces. ...
Global IPO Proceeds Hit Record, Listing Numbers Drop – EY
Initial public offerings are important liquidity events that wealth managers track. Latest figures show a large rise in recent months. ...
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...