Latest Comment & Analysis

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market dramatically changed by the current US administration, suspicious activity reports (SARs), and more. ...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move to the rather more heavily taxed location of London, but one from which he sees plenty of opportunities for growt...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this week, dignatories and senior FNB executives gathered to highlight the importance of offshore banking, the growin...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and frustrations, about the changes to the non-domicile system, and what she thinks needs to be done instead to attract tax re...

Latest News

Investment Strategies
12 December 2025

Nedgroup Sings Cautious Optimist Tune On UK Gilts

While much depends on whether UK public finances really are stabilised after another tax-raising UK budget, the outlook appears relatively benign for gilts. ...

M and A
12 December 2025

Singapore-Headquartered Ascentium Acquires Hong Kong Business

Ascentium said the deal builds on recent acquisitions. Financial terms were not disclosed. ...

New Office
12 December 2025

iCapital Rides UAE's Rising Wealth Wave

With this new office, the firm will be able to deliver innovative private market solutions to banks, wealth managers, and family offices across the Gulf region. ...

M and A
12 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Amati Global Investors, Mattioli Woods

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Investment Strategies
12 December 2025

Indosuez WM Favours US, Emerging Market Equities, Gold In 2026

Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation in 2026, highlighting a preference for equities,US and emerging market ones, emerging market debt, and gold. The...

People Moves
12 December 2025

Who’s Moving Where In Wealth Management? – Fidelity International

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