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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

Alt Investments
8 September 2026

Theta Capital Management Plans New VC Vintages To Capture Digital Assets Growth

This news service talks to a European business that invests in a form of venture capital that seeks to unearth promising opportunities in the blockchain space. ...

Strategy
8 September 2026

Schroders Employs JV Model To Build Thailand Wealth Business

The UK-based group, which is in the process of being acquired by US-headquartered Nuveen, has embraced the joint venture approach for Thailand wealth management, joining other firms taking this route. ...

Alt Investments
8 September 2026

Aberdeen Cranks Up Tokenised Private Markets Access

Aberdeen Investments has named Finloop Finance as a distributor of its Global Private Markets strategy. ...

Offshore
8 September 2026

Former NATO Chief To Address Jersey Finance’s “Trusted Shores” – London Conference

An experienced figure from the UK’s political and international defence field gives his perspective on security, geopolitics and related topics at a London conference later this month. ...

Strategy
8 September 2026

EXCLUSIVE: Mashreq Puts Clients, Specialists In Charge Of Digital Journey

Instead of technologists shaping what systems advisors and clients use, the digital tools at Middle East-based Mashreq have been built from the users' side of the table, the bank explained recently to this news ...

People Moves
8 September 2026

Who’s Moving Where In Wealth Management? – Apex, Charles Russell Speechlys, PIMFA

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