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Latest Comment & Analysis

Strategy
26 August 2026

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 ...

Uncategorised
6 August 2026

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...

Compliance
5 August 2026

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...

Strategy
27 July 2026

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. ...

Legal
24 July 2026

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.  ...

Financial Results
22 July 2026

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

Investment Strategies
14 September 2026

Schroders To Continue Boosting Active ETF Range

Experts at Schroders discuss why they are optimistic about the market for ETFs. ...

New Products
14 September 2026

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. ...

Technology
14 September 2026

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
14 September 2026

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. ...

Trust Estate
14 September 2026

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. ...

People Moves
11 September 2026

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. ...