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
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. ...
Changes At Top In Asia For Prudential’s Businesses
A former figure at Citi Private Bank will link Prudential's life insurance businesses with its asset manager, while the group said it has appointed a regional CEO for Indonesia, the Philippines and Africa. ...
Who’s Moving Where In Wealth Management? – Deutsche Bank
The latest senior wealth management moves, appointments and personnel changes in the Asia-Pacific industry. ...
What's New In Investments, Funds? – Singlife
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Resurgent Hong Kong Sets Out Five-Year Growth Plan – Reactions
Wealth managers and banks appear to have been broadly supportive of a new policy programme for Hong Kong that includes developments such as a "Northern Metropolis" and continued incentives for the financial indu...
India's 360 ONE Names New Chief Executive
The new CEO has worked at Jeffries, CLSA and Merrill Lynch. ...