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Latest Comment & Analysis

Surveys
15 October 2026

Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife

As part of a series examining the work of life insurers for affluent and HNW clients in Singapore, we talk to a senior executive at Manulife about its recent research and the implications. ...

Emerging Markets
14 October 2026

Opportunities, Hurdles In Serving Emerging Europe's HNW, Ultra-HNW Clientele – Deutsche

In a sector where client preferences and needs are as varied as in private banking, the complexity level goes up another gear in certain countries in the Balkans, Greece, Turkey and Israel. We recently talked to...

WM Market Reports
14 October 2026

ANALYSIS: Asia’s Life Insurers Flex Wealth Management Muscles

This news service takes a look at Singapore's life insurance market and the views, activities and strategies that come into the wealth management space. Here is the first in a series. ...

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...

Latest News

Investment Strategies
4 November 2026

Democrats Look Set For Congressional Takeover – Early Wealth Management Verdicts

In a political earthquake, the "blue" side of US politics appeared to be in the ascendant, raising questions about President Donald Trump's ability to enact his agenda, and pointing to public unhappiness about t...

People Moves
4 November 2026

Who’s Moving Where In Wealth Management? – Millenium Associates, Utmost, Neuberger

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

Investment Strategies
4 November 2026

EXCLUSIVE: US Ambassador To Luxembourg Lauds Transatlantic Investment, Risk-Taking Mindset

At a conference in Zurich last week, this news service interviewed Stacey Feiner, US Ambassador to Luxembourg, and heard her thoughts about transatlantic opportunities, varying approaches to risk and business, a...

Surveys
4 November 2026

Active Management Gains Ground Amidst Volatility – Rathbones

A new survey commissioned by Rathbones finds that international financial advisors, discretionary fund managers, and private banker fund selectors believe that market turbulence makes active management easier to...

Surveys
4 November 2026

Private Equity Firms Struggle With New Liquidity Routes – Vistra

Vistra, a Singapore-headquartered provider of essential business services, has released a new survey showing that operational constraints rank alongside geopolitics as a top barrier to successful exits. ...

ESG
4 November 2026

Sustainability Phenomenon: New FCA Rules

The latest developments in the sustainability space. ...