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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...

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. ...

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...

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...

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. ...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be working out well so far for this UK asset management business, founded in 2019. ...

Latest News

Technology
2 May 2025

Diversify AI Exposure Across US Big Techs, Include Chinese Players – UBS

Sundeep Gantori, tech strategist at UBS Global Wealth Management chief investment office, shares his insights into the artificial intelligence sector and expands the scope of his AI estimates beyond the Big 4 ...

Financial Results
2 May 2025

BNP Paribas' Wealth Arm Revenues Rise In Q1 2025

The France-headquartered group recently issued its first-quarter 2025 financial results, with a mostly positive set of figures for its wealth management organisation. ...

New Products
2 May 2025

Franklin Templeton Targets Private Markets

With demand increasing from private clients and wealth channels for private market offerings, California-based investment manager Franklin Templeton and Lexington Partners have just launched a new product in the...

Financial Results
1 May 2025

Statutory After-Tax Profit Dips At Lloyds In Q1

The UK-headquartered lender said rising net income and lower volatility were more than outweighed by higher operating costs and a higher impairment charge. ...

Financial Results
1 May 2025

Results Shine At Barclays' Private Bank, Wealth Arm In Q1

The UK-headquartered lender reported a broadly positive set of financial numbers for the first quarter of 2025, with its private bank and wealth arm among the stronger performers. ...

M and A
1 May 2025

Abu Dhabi's Lunate Takes Stake In Azura Partners

The move highlights how the United Arab Emirates is gaining a reputation as a welcoming jurisdiction for ultra-wealthy individuals. ...