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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
1 September 2026

Schroders Warms To Gold, Remains Constructive On Equities

The wealth and investment management house updates its tactical asset allocation positioning. ...

WM Market Reports
1 September 2026

There's Plenty More Room For Asia's HNW Life Insurance Growth – McKinsey

The consultancy takes a look at forces driving growth in the APAC life insurance market as it applies to the high net worth and ultra-HNW population cohorts. ...

People Moves
31 August 2026

Former Julius Baer Banker Joins DIFC-Based External Asset Manager

The business, Three Comma Capital Advisors, is based in the DIFC. ...

Financial Results
31 August 2026

Pictet’s Profits Up In H1 2026

In a difficult environment, Pictet said the assets clients had entrusted to it reached an all-time high. ...

People Moves
31 August 2026

Who's Moving Where In Wealth Management? – Capital Group

The latest moves and appointments for wealth management in the Asia Pacific region. ...

Practice Strategies
31 August 2026

Affluent Neglect: A Perspective For Family Offices, Advisors – Part Two

Material wealth does not automatically equate to a happy and balanced childhood. The author of this article, taking a lead from important work on human relationships and psychology, examines how HNW families and...