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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
Who’s Moving Where In Wealth Management? – Eastspring Investments
The latest moves and appointments for wealth management in the Asia Pacific region. ...
Bank Of Singapore Appoints Former Julius Baer Senior Figure
The banker has worked at lenders including Julius Baer, ANZ and ICICI Bank. ...
Former Senior BoS Figure Becomes CEO For EFG International’s Dubai Advisory Office
Commenting on the appointment, the bank, which is listed in Zurich, said Dubai remains one of its "most important strategic locations". ...
DBS Vaunts Its Affluent Client Segment Growth, Progression
As clients rise up the "ranks" of service and move from retail to "affluent," and possibly onto "high net worth," it creates new opportunities for banks. No wonder that Singapore's DBS thought it should single o...
Barclays Private Bank Names MFO, External Asset Management Head For UAE
The role is an example of how intermediaries such as multi-family offices and external asset managers are important for banks as clients. ...
Alibaba's $10 Billion Share Sale Reminder Of Hong Kong's Stock Market Vigour
The share sale adds to a pattern of a vigorous Hong Kong and wider Asian stock market, particularly around capital-raising. This trend is also an important source of new HNW individuals and can contrast with the...