Latest Comment & Analysis

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and independent wealth firms in Singapore and the wider region. Matters ranging from compliance through to the impact of...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In these unsettled times, these often difficult subjects are increasingly front of mind. ...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance officers and money-laundering-reporting officers (MLROs) at private banks worldwide to determine country risk, sho...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events taking place, countries are talking about large defence spending. This is giving rise to a radical shift in the inve...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be working out well so far for this UK asset management business, founded in 2019. ...

Latest News

New Products
23 May 2025

Piguet Galland Launches New E-banking Platform

Swiss private bank Piguet Galland is stepping forward with its digital transformation, in partnership with ELCA, a Swiss technology provider, and FNZ, a specialist in wealth management technology. ...

M and A
23 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Khepri

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Office
23 May 2025

Ashmore Group Secures Qatar Authorisation

The London-based firm, which has been operating in Qatar for years, now has an office on the ground to work with local investors. ...

People Moves
23 May 2025

Who’s Moving Where In Wealth Management? – Mirabaud, Rathbones AM, Rockwood AM, Others

The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations. ...

New Products
23 May 2025

What’s New In Investments, Funds? – Lombard Odier IM, Edmond de Rothschild AM, Others

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

Investment Strategies
23 May 2025

Eastspring Positive On Asian Markets

Eastspring Investments, a $256 billion Asia-based asset management business of Prudential, has unveiled its 2025 Mid-Year Market Outlook. Against a backdrop of US-driven market uncertainty, it analyses globa...