Latest Comment & Analysis
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
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. ...
Corient Continues Acquisition Drive With Cayman Islands Deal
Just when readers thought that Corient might be taking a rest from its acquisition drive, along comes another deal. This time, the Cayman Islands are involved. ...
Resurgent Hong Kong Sets Out Five-Year Growth Plan – Reactions
Wealth managers and banks appear to have been broadly supportive of a new policy programme for Hong Kong that includes developments such as a "Northern Metropolis" and continued incentives for the financial indu...
Switzerland's Upper House Backs Capital Rule On UBS's Foreign Units; Arguments Continue
At issue is what sort of capital should UBS put aside in the event that its non-Swiss units are hit by a crisis. Depending on the cost of such a requirement, this could add billions of dollars to the amount of c...
India's 360 ONE Names New Chief Executive
The new CEO has worked at Jeffries, CLSA and Merrill Lynch. ...
Private Markets Powerhouse Opens Abu Dhabi Office, Makes Appointments
The firm, which is based in Sweden and operates in 25 countries, sees continued expansion potential in the Middle East region. ...