Contact us
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
What's New In Investments, Funds? – Chubb Wealth, S64
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
US Fed Tightens Monetary Policy: Wealth Managers' Verdicts, Predictions
The central bank hiked rates yesterday and, just as notably, its rate-setting committee did so unanimously. We take views from wealth managers about the Fed's move and its strategy. ...
Klay Group Confirms Hong Kong Ambitions, Other Goals
The financial services firm, which looks after private clients and businesses, is continuing to expand. ...
Mistakes To Avoid, Approaches To Adopt In Selling Business – BNY Wealth Study
The report examines why business owners think of selling, what the typical mistakes are, how to gain optimal outcomes, and what the role of advisors should be. ...
UK Government Plans New AML Crackdown
Anti-money laundering controls and the compliance tasks they create are crucial for private bankers, wealth managers and others. The UK government unveiled a three-year strategy yesterday. ...
Who's Moving Where In Wealth Management? – BNP Paribas, HKMI
The latest senior wealth management moves, appointments and personnel changes in the Asia-Pacific industry. ...