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Latest Comment & Analysis

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...

Statistics
21 July 2026

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

New Products
4 September 2026

Barclays Private Bank Launches Singapore Booking Centre

The new centre combines local booking capabilities in Singapore with connectivity to Barclays’ international booking centres. Through its one Barclays model, clients can benefit from the combined strengths of ...

Investment Strategies
4 September 2026

Benefits Of AI Boom For East Asia Outlined – Bank J Safra Sarasin

Mali Chivakul at Bank J Safra Sarasin shares his insights into how East Asian countries in the AI supply chains are continuing to benefit from the global AI investment boom through stronger trade surpluses, robu...

Surveys
4 September 2026

Investors Believe AI Breakthrough Close – Survey

New research from London-based fund manager Robocap shows that investors believe increased computational power will drive a breakthrough in AI capabilities this year. AI productivity gains should drive around 22...

New Products
4 September 2026

What’s New In Investments, Funds? – Schroders, Utmost, Seraphim Space

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

People Moves
4 September 2026

Who’s Moving Where In Wealth Management? – Pacific Asset Management, Citi 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. ...

Banking Crisis
4 September 2026

Swiss Lawmakers Reportedly Endorse Capital Proposals For UBS

The move by Swiss lawmakers is another stage in the country's efforts to balance protecting its financial system against the risk of capital rules that could put Swiss banks at a competitive disadvantage. ...