Comment & Analysis Archives - Page 21 of 510

Are You Wealthy Enough To Crack The Top 10%? You May Be Richer Than You Think

April 17, 2026

Most people have at least glanced at their bank account and wondered where they stand. Not in a vague, "doing okay" kind of way — but in a cold, numbers-on-paper sense. Are they ahead of the pack, or just keeping pace? There's a reason that question keeps coming up. Wealth has become harder to […]

Comment & Analysis

Europe to pivot to rate hikes, slowing growth

April 16, 2026

key takeaways. While Europe’s economy was in a decent place before the Middle East conflict, the energy shock will mean higher inflation, slower growth, and tighter monetary policy The European Central Bank is wary of being slow to act and allowing price pressures to spill over beyond the energy sector. We thus expect it to […]

Comment & Analysis

EFG: US Exceptionalism Has Passed Its Peak

April 16, 2026

The era of Donald Trump has led to a fundamental tectonic shift in investor thinking. This is the key message of a white paper by an economist and a Swiss equities specialist at EFG. In contrast, Switzerland and its companies are seen as well positioned in the competitive landscape. The dominance of the United […]

Comment & Analysis

Wealth Of Malaysia’s 50 Richest On 2026 Forbes List Jumps Nearly 30% To US$116 Billion

April 16, 2026

An economy that expanded 5.2% in 2025, an appreciating ringgit and a buoyant IPO market that had a total of 60 new listings last year created momentum that bolstered the collective wealth of tycoons on the 2026 Forbes list of Malaysia’s 50 Richest nearly 30% to US$116 billion, up from $90 billion last year. […]

Comment & Analysis

Malaysia's legacy planning rises despite 17% insurance usage gap

April 15, 2026

Malaysia’s ultra-rich prefer life insurance as the primary legacy planning tool, with over half of high-net-worth individuals (HNWI) stating they have a form of legacy in place. According to HSBC Life’s inaugural survey on High Net Worth (HNW) Legacy Planning in Asia and the Middle East, titled “Bridging the intentions-action gap,” the interest in […]

Comment & Analysis

Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable

April 15, 2026

Fitch Ratings has assigned CA Indosuez Wealth (Europe) (CAIWE) a Long-Term Issuer Default Rating (IDR) of 'A+' with a Stable Outlook, a Short-Term IDR of 'F1' and a Shareholder Support Rating (SSR) of 'a+'. A full list of rating actions is provided below. Key Rating Drivers Parent Support Drives Ratings: CAIWE's IDRs and […]

Comment & Analysis

Carey Olsen shortlisted for Offshore Firm of the Year at the Chambers High Net Worth Awards 2026

April 15, 2026

Carey Olsen has been shortlisted for Offshore Firm of the Year at the Chambers High Net Worth Awards 2026, having previously won the award in 2024, 2023 and 2020. The annual awards celebrate leading law firms and lawyers across the trusts and private wealth sector, recognising those that have displayed outstanding legal achievements, strategic […]

Comment & Analysis

Don't buy it! Build it! How top firms create advisor training programs to develop talent

April 15, 2026

Buy or build? It’s a decision business owners of all stripes are forced to make nearly every single day and across nearly every single function of their firm. For wealth managers specifically, one area where that choice eventually needs to be made is regarding advisor training programs. Some of the top RIAs build their […]

Comment & Analysis

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

April 14, 2026

The wealth management industry is entering a defining period as trillions of dollars begin shifting between generations, putting pressure on advisors to retain assets and rethink how they engage clients. With more than $84 trillion expected to be passed down over the next two decades, the scale of disruption ahead is forcing advisors to […]

Comment & Analysis

Leadership Lessons From Two Sides of the Wealth Management Industry

April 14, 2026

After spending the majority of my career inside a large national firm and now at a smaller, entrepreneurial organization, I’ve come to appreciate a simple truth: scale changes the environment, but it doesn’t change the fundamentals of leadership. Big or small, every firm is trying to solve the same problems—just from very different vantage […]

Comment & Analysis

Many Gen Z adults still get financial help from their parents

April 13, 2026

Relying on your parents for money can help you to become independent. But it can also create problems in your relationship if not handled well, experts say. About two-thirds, or 64%, of parents with Gen Z children — those between the ages of 18 and 28 — say their kids still rely on them […]

Comment & Analysis

Bottom Line: Honouring wealth tech innovation. Questioning what’s next.

April 13, 2026

This week, we will announce the winners of the 2025 Asian Private Banker Technology Awards, spotlighting the most impactful innovations shaping Asia’s rapidly evolving financial technology landscape. We saw innovation at its most comprehensive, showcasing private banking technology that spans the full client journey, from end-to-end portfolio management to holistic total wealth frameworks, and […]

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