Privacy

It is ClearView Publishing’s policy to restrict our customers to providing the minimum personal information to us as is necessary to begin and maintain a subscription.

As a customer you:

  1. Need to be aware of what personally identifiable information is collected
  2. Control what we can do with personally identifiable information
  3. Have a guarantee of privacy

However the information that you are required to input in order to process the transaction is necessary if the transaction is to be a success. This company retains the minimum amount of data necessary to complete the transaction and that data is retained for the necessary amount of time to ensure that we can deal with subsequent queries posed both by yourself, the merchant and the issuing bank. Therefore the data you supply may be held in all 3 locations i.e. by ourselves, the merchant and the bank, although for security reasons we do not provide the merchant with your card data - e.g. your card number etc. Card data may also be used for repeat billing purposes, where appropriate, but only with your prior knowledge and permission.

By signing up for a trial to one of ClearView Financial Media's news sites or by joining its network though a corporate or individual subscription, it is agreed that the registrant may receive carefully selected third party mailings from Partner organisation. An unsubscribe facility will be available at all times accompanying any mailing.

Finally you are assured that any personal data retained on this company's servers is retained for the minimum period of time necessary i.e. whilst you remain a customer, and that it is held securely and will not be transmitted to any third party.

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
13 October 2026

Shareholder Pressure Makes Japan Inc More Rewarding – Zennor

A London-based manager with a Japan focus says European investors are well placed to push Japanese boards on governance, cash and returns. It argues that bosses, staff and shareholders are all gaining from the c...

New Products
13 October 2026

What’s New In Investments, Funds? – SLM Partners, M&G

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

New Office
13 October 2026

ING Targets Spain; Plans Private Banking Growth

Dutch banking and financial services group ING is in a new phase of growth in Spain with the opening of its flagship store in Madrid. The bank also plans to launch a new private banking proposition. ...

Legal
13 October 2026

UK's Burnham Proposes Non-Compete Clampdown – Draws Questions, Criticism

A number of governments have considered whether to limit or even ban non-compete contracts, an issue of particular concern to the UK's financial services sector, including wealth management. The Prime Minister l...

Investment Strategies
13 October 2026

EXCLUSIVE: Comgest, Indosuez WM Constructive On Emerging Markets

This news service recently visited wealth managers in Paris to discuss their wealth and asset allocation views and their insights into the case for emerging markets. Along with a number of firms, Indosuez Wealth...

Asset Management
13 October 2026

For Quant Investors, AI Is A Major Advance, With Caveats – Lazard AM

We talk to one of the portfolio managers at New York-headquartered Lazard Asset Management about the ways that AI affects the quantitative investment approach, pointing to the risks and opportunities. ...