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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
Schroders To Continue Boosting Active ETF Range
Experts at Schroders discuss why they are optimistic about the market for ETFs. ...
What’s New In Investments, Funds? – Aberdeen Investments
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Crypto Wealth Holds Up In 2026 – Study
Henley & Partners, an international residence and citizenship advisory specialist, has released its Crypto Wealth Report 2026 showing that crypto wealth is holding up in 2026 while bitcoin is retreating from its...
Compliance Corner: Causeway Securities, Hong Kong’s SFC
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
UK Law Firm Launches Specialist Trust Company For Independent Appointments
The launch is in response to an increasingly complex set of demands that put a premium on using professional appointees. ...
Mirova Establishes Sydney Private Assets Team For Energy Transition
Mirova has built its APAC presence from its hub in Singapore, and is now building a team in Australia. ...