Disclaimer

ClearView does not represent or make any warranty in respect of the accuracy, reliability or continuous supply of any of the information, content contained on this service.

Any reliance placed upon any information will be at the sole risk of the individual and ClearView will have no responsibility to ensure that the information meets your requirements.

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

People Moves
23 September 2026

Barclays Names Singapore Private Bank Head

Barclays announces new leadership of its private bank in Singapore. The bank recently opened a booking centre in the city-state. ...

Family Office
23 September 2026

Family Offices' Investment Portfolios Gain This Year; Inflation, Succession Weigh On Minds - Citi Wealth

In a global survey, the US banking group's wealth arm explores the issues that preoccupy family offices around the world. Succession is an urgent topic, while inflation is a significant investment concern. Liste...

People Moves
23 September 2026

Julius Baer Names New COO For Asia

The former Standard Chartered figure will take the helm to succeed a figure who has been at Julius Baer for 23 years. ...

People Moves
22 September 2026

Who’s Moving Where In Wealth Management? – Aberdeen Investments, Ruffer, Suntera

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
22 September 2026

UBS Urges Swiss Lawmakers To Adopt Compromise Capital Requirement

Legislators want to balance protecting taxpayers from a future banking crisis against the bank's concerns that tougher capital requirements could undermine its competitiveness.  ...

New Office
22 September 2026

Addepar Expands European Footprint With Poland Office

The new office, in Warsaw, will support activity such as global research and development, client services among other areas. ...