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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

Compliance
27 August 2026

Compliance Corner: FCA Bans Former Dolfin Financial (UK) Figures Over UK Visa Offences

The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...

People Moves
27 August 2026

New Swiss Wealth Firm Adds Partner

The wealth management firm, based in Geneva, was established two years ago. It is an example of a new crop of organisations in the Alpine state. ...

Technology
27 August 2026

Digital Digest: The Latest Tech News – Deutsche Bank, Taurus

The latest technology news in the wealth management sector from around the world. ...

New Products
27 August 2026

What’s New In Investments, Funds? – Aberdeen Investments, Weatherbys Private Bank

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

Uncategorised
27 August 2026

HSBC Private Bank Appoints Senior Bankers For Global India, Singapore

The private banking arm of the group has made a number of top-level appointments in its Global India, Singapore and offshore China businesses. ...

People Moves
27 August 2026

Who’s Moving Where In Wealth Management? – Carey Olsen, Avaloq, Rathbones

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations. ...