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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
Shareholder Pressure Makes Japan Inc More Rewarding – Zennor
A London-based manager with a Japan focus says European investors are well placed to push Japanese boards on governance, cash and returns. It argues that bosses, staff and shareholders are all gaining from the c...
What’s New In Investments, Funds? – SLM Partners, M&G
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
ING Targets Spain; Plans Private Banking Growth
Dutch banking and financial services group ING is in a new phase of growth in Spain with the opening of its flagship store in Madrid. The bank also plans to launch a new private banking proposition. ...
UK's Burnham Proposes Non-Compete Clampdown – Draws Questions, Criticism
A number of governments have considered whether to limit or even ban non-compete contracts, an issue of particular concern to the UK's financial services sector, including wealth management. The Prime Minister l...
For Quant Investors, AI Is A Major Advance, With Caveats – Lazard AM
We talk to one of the portfolio managers at New York-headquartered Lazard Asset Management about the ways that AI affects the quantitative investment approach, pointing to the risks and opportunities. ...
Summary Of Senior Wealth Management Moves Around The World – July 2026
A global roundup of senior moves in the world's wealth management industry. ...