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
UK's Castlefield Names New CEO
The firm said the new CEO’s appointment forms part of a broader evolution of the senior management team within Castlefield to support long-term growth plans. ...
Emissary Partners Hires Ex-CIA Analyst Among Four Senior Advisors
The London-based firm, which advises family offices on cross-border matters, has brought in specialists in geopolitics, wealth management and Asian investment. ...
ANALYSIS: Asia’s Life Insurers Flex Wealth Management Muscles
This news service takes a look at Singapore's life insurance market and the views, activities and strategies that come into the wealth management space. Here is the first in a series. ...
Net Income For Third Quarter 2026 Rises At JP Morgan
The US banking giant started the ball rolling yesterday on the quarterly reporting season in the US. A number of major banks are slated to issue results in coming days. ...
Who’s Moving Where In Wealth Management? – Carey Olsen, W1M, Withers
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations. ...
VP Bank In SFr130 Million Capital Raise Via Bond Issue
The Liechtenstein-based bank’s seven-year issue carries a 1.85 per cent coupon and an A3 rating from Moody’s, and fits with European funding rules. ...