Latest Comment & Analysis
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. ...
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...
BNY Investments Insights On Global Credit Markets
Here is a new offering from BNY Investments in conjunction with this publication. ...
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...
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. ...
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
SS&C Technologies Builds European Wealth Services Business
The US-headquartered company said the move builds on its success in the UK and cited data showing significant upside potential in European wealth management. The new operation is based in Dublin, Ireland. ...
WRISE Group Names Four Senior Executives
The firm's chairman said that the appointments will help bolster its leadership for the "next phase of growth." ...
ABN AMRO To Cut Headcount In Cost Reduction Drive
The Netherlands-headquartered group, which has conducted a number of M&A deals on the retail and private banking side in recent years, said it wants to cut its costs and accelerate profitable growth. ...
Who's Moving Where In Wealth Management – Schroders, Tyndall IM
The latest moves, appointments and personnel changes in wealth management in the UK, rest of Europe, Middle East and select international jurisdictions. ...
Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ, Zenith Global
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
NS Partners Names New Spanish Head
The new country manager for Spain has more than 20 years of experience in private banking, wealth advisory and financial structuring for ultra-high net worth individuals, family offices and institutions. ...