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ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood
While it has been hard to ignore the geopolitical challenges, there has been a steady flow of stories about wealth managers, advisory firms and banks establishing offices, entering alliances and opening offices ...
ANALYSIS: Healthcare, Emergency Medicine's Concierge Appeal
The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend
The incident, as disclosed by the European principality this week, is part of a pattern that continues to put compromises to privacy high up on the private banking and wealth management agenda. We list a few rec...
ANALYSIS: The Evolving, Widening World Of Concierge
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors
We take a look at the results announcement of Switzerland's second-largest bank and with a footprint in a number of jurisdictions. It reported record profit and strong net new money, but the market did not quite...
Latest News
Billionaires Pushing Back Against UK Tax Authority Information Requests – Report
The story, if accurate, suggests that UHNW individuals with UK tax obligations are not happy to go beyond what they think are legal requirements in disclosing all their financial and business affairs. ...
Germany's Berenberg Unveils Partners' Shareholding Changes
Among other details, the German bank said it is changing its legal form to develop its future governance structure and build a strong supervisory board. ...
Wealthy Entrepreneurs Plan $367 Billion AI Spend – HSBC Survey
Most high net worth business owners plan to increase AI investment over the next year; as a result more expect to add staff rather than cut them, according to research from HSBC. ...
US Wealth Management M&A Slows In Q3, Advisors Delay Sales
A measure of US registered advisor deals in the third quarter of this year shows a decline, with market volatility encouraging advisors to hit the pause button. ...
Changes At Top In Asia For Prudential’s Businesses
A former figure at Citi Private Bank will link Prudential's life insurance businesses with its asset manager, while the group said it has appointed a regional CEO for Indonesia, the Philippines and Africa. ...
Who’s Moving Where In Wealth Management? – Dubai Financial Services Authority, Oakglen Wealth
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations. ...