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Latest Comment & Analysis

Compliance
5 August 2026

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...

Strategy
27 July 2026

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. ...

Legal
24 July 2026

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.  ...

Financial Results
22 July 2026

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...

Statistics
21 July 2026

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 ...

Company Profiles
13 July 2026

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

Investment Strategies
28 September 2026

The US Treasury Sell-off – Wealth Managers React

After the US Treasury sell-off intensified on Thursday, pushing 10-year yields to 5.20 per cent and 30 year yields to 5.48 per cent reaching record highs, wealth managers react. ...

Strategy
28 September 2026

AI Is Changing How Clients Choose Advisors: Good News For Great Advisors

There is an uncomfortable question advisors must ask themselves, what happens when AI helps decide whether an advisor is worth meeting? How does the value proposition of advice work in this new world? ...

People Moves
28 September 2026

Lombard Odier Adds To Hong Kong, Switzerland Private Client Teams

The newly-appointed bankers operate from Hong Kong and Zurich, highlighting an important "corridor" between both financial centres. ...

Strategy
28 September 2026

DBS, Avaloq Expand Partnership, Tap Further Into Asia's Wealth Boom

As Asia continues to flourish as a wealth and investment market, raising pressures on a sector with talent shortages, the organisations set out a new, expanded partnership with a focus on areas such as wealth an...

Strategy
28 September 2026

HSBC Private Bank's CEO In Optimistic Mood Over Business Growth, Strategy

The volatile market environment and changes wrought by AI and other forces aren't distractions but opportunities for private bankers to demonstrate their value. That's the stance of the HSBC Private Bank chief e...

Surveys
25 September 2026

Wealthy Entrepreneurs Plan $367 Billion AI Spend – HSBC Survey

Most high net worth business owners plan to increase AI investment over the next year; as a result more expect to add staff rather than cut them, according to research from HSBC. ...