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...

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...

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. ...

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...

Strategy
28 February 2025

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.  ...

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. ...

Latest News

Islamic Banking
12 June 2025

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. ...

People Moves
12 June 2025

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. ...

Financial Results
12 June 2025

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. ...

Awards
12 June 2025

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
12 June 2025

Compliance Corner: Guernsey Greenlights New Offshore Bank

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

People Moves
12 June 2025

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. ...