Latest Comment & Analysis
ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood
While it has been hard to ignore the geopolitical challenges, there has been a steady flow of stories about wealth managers, advisory firms and banks establishing offices, entering alliances and opening offices ...
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 ...
Latest News
AIWM Singapore Names New Committee For Two-Year Term
The organisation represents more than 80 member firms that include external asset managers, family offices, banks and service providers. ...
Julius Baer Names New Chief Human Resources Officer
The new chief human resources officer has more than 20 years of experience, much of it at an international level working for large companies. ...
MSCI Fires Downgrade Warning Shot At Indonesia, Equities Weaken
The market index organisation, whose benchmarks are widely used by investors, says that concerns about opaque shareholding structures and “suspected co-ordinated trading” means that it may strip the Asian co...
Human Judgment Gains Value As AI Expands Access To Investment Information
This article is part of a series drawing on interviews for the AI in Wealth Management Research Report, produced in partnership with Arta Finance. ...
Family Offices Say Rates, Bond Yields Greatest Growth Risk – Deutsche Bank
The German bank polled family offices and HNW people in the Asian city-state earlier in October about what they consider are the main threats to economic growth. Among the findings was that Asia is the most stab...
Mediolanum Stays Diversified, Shrugs Off Geopolitics
Investment managers at Mediolanum International Funds discussed their latest asset allocation and trends shaping the industry at the fifth annual Mediolanum International Media Event (MedMe) in Dublin last week...