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

Strategy
18 November 2025

Lighthouse Canton Builds In-House Investment Engine

The organisation, which has been building an international reach, says developing its own investment capabilities is an important way for it to carve out a distinctive offering. ...

Asset Management
18 November 2025

Amundi Agrees New Five-Year Pact With Societe Generale

Societe Generale has been involved with the asset management house since entering a venture with a fellow French lender 15 years ago. ...

Company Profiles
17 November 2025

A New Bank For Family Offices Wants To Disrupt Traditional Models

One core aspect of the new bank is that family offices are involved in backing it financially, giving them a sense of ownership in the institution. ...

Investment Strategies
17 November 2025

Japan's Economy In Flux – Where Are The Opportunities? In Conversation With Zennor

Japan, with its new prime minister and having passed through a series of reforms to the way its firms operate, presents an intriguing investment proposition. We talk to a firm that operates in this space. ...

Investment Strategies
17 November 2025

Dimensional Lists First Active UCITS ETFs

Like a number of investment managers, Dimensional Fund Advisors, a large US-based active exchange-traded fund manager, has officially launched its first active European ETF. ...

People Moves
17 November 2025

Julius Baer Recasts Swiss Market Leadership

The departure of a senior figure after six years at the bank has prompted Julius Baer to replace the role with two co-heads. ...