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: Healthcare, Emergency Medicine's Concierge Appeal
The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
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...
Latest News
The Sustainability Phenomenon: Lombard Odier Investment Managers
The latest developments in the sustainability space. ...
WRISE Strengthens Wealth Professionals' Professional Development
The certification programme is a reminder that developing skills in wealth management is a priority for Asia. ...
Ogier Global Names New Private Wealth Director
The new senior hire, a Jersey Financial Services Commission-approved person, has a track record in supporting complex structures, enhancing governance frameworks and building long-term client relationships. ...
International Law Firm Opens Abu Dhabi Office
The firm advises on domestic and cross-border M&A, litigation and corporate investigations, finance and corporate transactions, and complex antitrust, regulatory, tax and estate planning matters. ...
Who’s Moving Where In Wealth Management? – Chester Rose Financial Planning, The Aspire Partnership, Others
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations. ...
Global Economy, Earnings Confound The Doubters Amid Global Storms – HSBC Private Bank
AI adoption, energy independence and resilient earnings growth are set to sustain investor optimism into the final quarter of 2026, with the opportunity set widening beyond US mega-cap companies to more sectors ...