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
What’s New In Investments, Funds? – Chartered Investment, Saxo
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Argentina Joins The Golden Visa Trend
Argentina continues to signal its pro-free market credentials under its existing government by offering a version of a "golden passport." This puts it alongside a number of other countries that have operated the...
Who’s Moving Where In Wealth Management? – Utmost, RQI
The latest senior wealth management moves, appointments and personnel changes in the Asia-Pacific industry. ...
What's New In Investments, Funds? – Endowus
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
KKR Leans Further Into Funds Administration With $5.1 Billion Acquisition
The fund administration sector is an important element of the financial "plumbing" that wealth managers rely on. An international sector, it is one that KKR has already bought into. This week it agreed a deal to...
Standard Chartered Hails VCC Asset Growth
VCCs are flexible corporate structures used for both open-ended and closed-end investment funds. They can issue in a range of assets and the sector dates back to the start of 2020. ...