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

Investment Strategies
14 September 2026

Schroders To Continue Boosting Active ETF Range

Experts at Schroders breakfast on active ETFs are in optimistic mood about the market for these investment entities. ...

People Moves
14 September 2026

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

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

Compliance
14 September 2026

Compliance Corner: Causeway Securities, Hong Kong’s SFC  

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

People Moves
11 September 2026

Mirova Establishes Sydney Private Assets Team For Energy Transition

Mirova has built its APAC presence from its hub in Singapore, and is now building a team in Australia. ...

People Moves
11 September 2026

Newly Launched Dubai-Based Family Office Names CEO

The organisation said it intends to have a team of11 people by the end of this year.  ...

Fund Management
11 September 2026

UBS Closes Fund Distribution, Digital Platform In Shenzhen

Other UBS wealth management platforms in China will be unaffected, the report said. ...