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

People Moves
11 December 2025

M&G Names New Chief Transformation Officer

The new hire has more than 30 years’ experience delivering complex transformation across blue chip financial services organisations. ...

Statistics
11 December 2025

Hong Kong's IPO Market Is Liquidity Event Bonanza – KPMG

IPOs are important creators of new millionaires and therefore important for private banks, advisors and wealth managers to track in the pursuit of new clients. They also can give a barometer of the vigour of a f...

Technology
11 December 2025

UBS Partners With Oxford University To Create AI Centre

The move by the Swiss wealth management big hitter illustrates how AI continues to shape thinking and is a prominent strategy area. ...

Surveys
11 December 2025

Tech Is Investors' Darling, Global PwC Survey Shows

The survey by the professional services giant also shows that for all the upbeat attitudes towards technology, the broader economic environment is seen as being challenging in 2026. ...

Investment Strategies
10 December 2025

Pictet AM Favours Emerging Markets, European Equities

Pictet Asset Management share its insights on the macro-economic outlook and asset allocation on the next year. ...

People Moves
10 December 2025

SimCorp Continues C-Suite Build-Out

The CPO, who has more than two decades' experience in product strategy, has worked in firms such as S&P Global Market Intelligence and Bloomberg, among others. ...