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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

Investment Strategies
15 September 2026

Global Economy, Earnings Confound The Doubters Amid Global Storms – HSBC Private Bank

AI adoption, energy independence and resilient earnings growth are set to sustain investor optimism into the final quarter of 2026, with the opportunity set widening beyond US mega-cap companies to more sectors ...

Surveys
15 September 2026

Investors' Risk Appetite Rises, But Cash Buffers Remain

Investors are persistently holding cash, as tracked by State Street, although the firm also noticed a rise in risk appetite in August. ...

Investment Strategies
14 September 2026

Schroders To Continue Boosting Active ETF Range

Experts at Schroders discuss why they are optimistic about the market for ETFs. ...

People Moves
14 September 2026

India's Spark Capital PWM Adds Eight-Person Team Of Bankers

The organisation, which is part of India's Spark Capital Group, serves clients in India and overseas. ...

New Products
14 September 2026

What’s New In Investments, Funds? – Aberdeen Investments

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

Technology
14 September 2026

Crypto Wealth Holds Up In 2026 – Study

Henley & Partners, an international residence and citizenship advisory specialist, has released its Crypto Wealth Report 2026 showing that crypto wealth is holding up in 2026 while bitcoin is retreating from its...