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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

Offshore
28 October 2026

ANALYSIS: A New "Golden Visa" – The Argentina Version

Argentina has introduced a citizenship-by-investment programme, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to ad...

Financial Results
28 October 2026

HSBC Posts Mixed Financial Results For Q3 2026

HSBC released mixed financial results for the third quarter of 2026 yesterday, showing an increase in net profits, in line with estimates, but a 6 per cent drop in shares. ...

Company Profiles
28 October 2026

India-Based Spark Capital PWM Sets Out Strategy Amid Rapid Growth

A number of hires demonstrate how this India-based organisation is making waves in the country's wealth management sector. ...

New Products
28 October 2026

What’s New In Investments, Funds? – Vanguard, J O Hambro Capital Management

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

People Moves
28 October 2026

Who’s Moving Where In Wealth Management? – Close Brothers, Broadridge, Fasanara Capital

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

Practice Strategies
27 October 2026

Deutsche Bank Uses AI For Source Of Wealth Reviews

The upcoming WealthBriefing report, produced in partnership with Arta Finance, will explore how firms move from AI experimentation to achieving practical value, including the foundations required for scaling ad...