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Latest Comment & Analysis

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...

Statistics
21 July 2026

ANALYSIS Private Aviation: A High-Altitude Barometer For Global Wealth

Private aviation’s rise is also a feature of globalisation – the term used to describe the cross-border, connected world that private bankers, family offices and HNW individuals inhabit. With people jetting ...

Latest News

People Moves
2 September 2026

Fortress Names New Heads Of Private Wealth Solutions For Japan, EMEA

The appointments mark the start of the international expansion of Fortress Investment Group's private wealth solutions business beyond the US and Latin America. ...

People Moves
2 September 2026

Deutsche Bank Makes Senior Hires

The two hires will bolster the bank’s ability to originate, grow and prudently manage the FIM business across Europe, international and emerging markets ...

People Moves
2 September 2026

Who’s Moving Where In Wealth Management? – Columbia Threadneedle Investments, Fidelity International, Others

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

Alt Investments
2 September 2026

Research Shows Risks Of Widening Retail Access To Private Credit

As policymakers make it easier for retail investors to join the private market party, including that of private credit, a US not-for-profit that provides finance education recommends actions to prevent problems....

Client Affairs
1 September 2026

North West Big Role To Play In Growth Strategy – Weatherbys

In line with a number of wealth managers, Weatherbys Private Bank has highlighted its commitment to the North West. ...

Investment Strategies
1 September 2026

Schroders Warms To Gold, Remains Constructive On Equities

The wealth and investment management house updates its tactical asset allocation positioning. ...