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
Wealth Net Income Rises Sharply At Citigroup In Q3 2025
Overall, the US-listed banking group was able to broadcast a stronger set of financial figures for its wealth business in Q3, with the exception of the "wealth at work" area. ...
US, UK Passports Lose Visa-Free Power, China Gains – Study
The visa-free powers of certain passports are measures in some ways of how globalised the world is, and by that yardstick, the US has regressed, while China has managed to rise up. ...
From Volatility to Value: Why Global Credit Is Back in the Spotlight
Check out this new white paper from BNY Investments, published alongside WealthBriefing, about why now could be an auspicious time to invest into global credit. ...
Who’s Moving Where In Wealth Management? – Fidelity International, Charles Russell Speechlys
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Close Brothers Hikes Expected Provision Over Motor Finance
One effect of the hike in expected provisions for handling fallout from the motor finance saga is that Close Brothers will see a dent to its capital buffer, although it is still above the regulatory requirement,...
Rockefeller Capital Management Signals New Growth Phase, Eyes International Potential
After more than seven years of focusing on the US growth market – still one that has large opportunities – Rockefeller Capital Management is starting to turn its gaze beyond the US to other wealth markets. ...