Latest Comment & Analysis
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...
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...
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. ...
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...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk clients but across the board – according to a study. ...
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. ...
Latest News
What's New In Investments, Funds? – Leonteq, Emirates Islamic
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who’s Moving Where In Wealth Management? – Saranac Partners, Puma Investments
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. ...
Julius Baer Raises €500 Million In Debt Financing
The private bank, operating in several jurisdictions, said the debt sale was part of a move to diversify its funding in international markets. ...
Nominations Open For 13th WealthBriefing Swiss Awards 2026
Part of our global programme, the awards are now in their 13th year – we urge readers who want to showcase their capabilities to enter. ...
Compliance Corner: Guernsey Greenlights New Offshore Bank
The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...
LLB Group Voices Regret As Chief Executive Decides To Leave
The CEO has been with the group since the autumn of 2012, leading it as CEO from 2021. His period at LLB Group – its new name – has coincided with its growth, the bank said. ...