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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...
Latest News
Mirova Establishes Sydney Private Assets Team For Energy Transition
Mirova has built its APAC presence from its hub in Singapore, and is now building a team in Australia. ...
UBS Closes Fund Distribution, Digital Platform In Shenzhen
Other UBS wealth management platforms in China will be unaffected, the report said. ...
UAE, China Trade Body Sign Private Investment Pact
The organisations are building a platform to enable direct engagement between private investors and businesses in the two countries. ...
Research Starts On Major AI And Wealth Management Report
The publisher of this news service is preparing a major report that looks at how AI affects the wealth sector, and is talking to industry figures about how this transformative technology will play out. We invite...
HSBC's Private Bank Appoints Leadership For Family Offices, US Private Bank
Both of the new senior hires previously worked at Citi Private Bank. ...
What’s New In Investments, Funds? – EQT
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...