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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

Alt Investments
29 May 2025

UBS Says HNW Clients Want More Alternative Assets Amid Tough Markets – Report

For years, wealth managers and private banks have been regaled with the case for loading up on "alternatives" – a term ranging from private equity to hedge funds. ...

People Moves
28 May 2025

Who’s Moving Where In Wealth Management? – Withers, First Eagle Investments, 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. ...

Investment Strategies
28 May 2025

HSBC Positive On Asian Equities For Q3

In its latest investment outlook entitled “Charting through turbulence with resilient portfolios” HSBC Global Private Banking suggests that investors should continue to expect the unexpected, even after the ...

Technology
28 May 2025

Fenergo Launches Compliance Operating System, Eyes Big Cost Savings

The savings in operational costs from using the suite of “agentic AI” systems could be up to 93 per cent, Fenergo said. ...

People Moves
28 May 2025

Franklin Templeton Names Co-Heads Of New Global Official Institutions Group

California-based investment manager Franklin Templeton makes senior hires. ...

Fund Management
28 May 2025

UK Fund Commits £300 Million To Invest In Women's Business Taskforce

The Taskforce exists, its backers say, to tackle the major difficulty that female-led startups have in gaining access to funding. ...