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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
Saxo Bank Profits Soar In H1 2026
Copenhagen-headquartered Saxo Bank has announced record financial results for the first half of 2026 and it is continuing to grow across commercial metrics. ...
Benefits Of AI Boom For East Asia Outlined – Bank J Safra Sarasin
Mali Chivakul at Bank J Safra Sarasin shares his insights into how East Asian countries in the AI supply chains are continuing to benefit from the global AI investment boom through stronger trade surpluses, robu...
Investors Believe AI Breakthrough Close – Survey
New research from London-based fund manager Robocap shows that investors believe increased computational power will drive a breakthrough in AI capabilities this year. AI productivity gains should drive around 22...
What’s New In Investments, Funds? – UBS Global Wealth Management, Schroders
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Summary Of Senior Wealth Management Moves In Asia-Pacific – July 2026
Banks such as Julius Baer and Bank of Singapore made high-profile moves, and Schroders also added a senior figure from the private banking sector to its ranks. Here is a summary of moves across APAC in banking a...
Fortress Names New Heads Of Private Wealth Solutions For Japan, EMEA
The appointments mark the start of the international expansion of Fortress Investment Group's private wealth solutions business beyond the US and Latin America. ...