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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

Philanthropy
13 June 2025

Preview: An Evening To Empower Children Through Power Of Play

We are delighted to announce details of this year's annual fundraiser by our charity partner, Right to Play UK. It promises to be a wonderful evening for those involved. See below for details. ...

Investment Strategies
13 June 2025

Brown Shipley Cuts US Equity, Focuses On Diversification

The UK private bank is focusing on different forms of diversification to handle the uncertainties of the current market environment. ...

Surveys
13 June 2025

HNW Families Accelerate Wealth Transfer, Highlight Need For Guidance – Study

Everyone talks about intergenerational wealth transfer, but it is still useful to see data on how fast this is now proceeding and what the implications are. A new study from Capital Group adds to the mix. ...

Company Profiles
13 June 2025

iCapital CEO On Partnerships, Blockchain And Wider Alternative Asset Access

This news service recently caught up with the CEO and chairman of iCapital, a business that has developed to change the way that private investors, among others, gain access to the expanding world of alternative...

Art
13 June 2025

Art Lending Market’s Potential Is Large; Requires Expert Guidance 

The fine art market has its challenges, and owners who want liquidity and the ability to change their holdings should consider the art finance market. We report a recent explanation about the state of the territ...

Investment Strategies
13 June 2025

European Banks Tap Into Rising Defence Spending Trend

Jolted by worries that the US will scale back its commitments, European countries are – or say they are – expanding military spending. And banks are starting to invest and adjust to take advantage of this op...