Latest Comment & Analysis
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...
ANALYSIS Private Aviation: A High-Altitude Barometer For Global Wealth
Private aviation’s rise is also a feature of globalisation – the term used to describe the cross-border, connected world that private bankers, family offices and HNW individuals inhabit. With people jetting ...
Latest News
Fortress Names New Heads Of Private Wealth Solutions For Japan, EMEA
The appointments mark the start of the international expansion of Fortress Investment Group's private wealth solutions business beyond the US and Latin America. ...
Deutsche Bank Makes Senior Hires
The two hires will bolster the bank’s ability to originate, grow and prudently manage the FIM business across Europe, international and emerging markets ...
Who’s Moving Where In Wealth Management? – Columbia Threadneedle Investments, Fidelity International, Others
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations. ...
Research Shows Risks Of Widening Retail Access To Private Credit
As policymakers make it easier for retail investors to join the private market party, including that of private credit, a US not-for-profit that provides finance education recommends actions to prevent problems....
North West Big Role To Play In Growth Strategy – Weatherbys
In line with a number of wealth managers, Weatherbys Private Bank has highlighted its commitment to the North West. ...
Schroders Warms To Gold, Remains Constructive On Equities
The wealth and investment management house updates its tactical asset allocation positioning. ...