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
UBS Makes Tech, Operational C-Suite Changes
The changes come at a time when the bank, like many of its peers, has had to tackle the challenges and opportunities of AI. ...
Digital Digest: The Latest Tech News – Revolut's Wealth Play – Report
The latest technology news in the wealth management sector from around the world. ...
Nomura Eyes Private Debt AM Acquisitions In Diversification Play – Report
Nomura’s positioning is part of its drive to establish itself as a global financial player, diversifying Japanese companies’ financing needs as the country pulls out of decades of sluggish growth. ...
Axis Bank On Hiring Drive As India’s Wealth Growth Continues
As the drive to recruit more talent continues, it is a reminder that India is seeing something of a battle for experienced bankers who are able to serve a rising, and increasingly prosperous, middle class. ...
Summary Of Global Moves In Wealth Management – October 2025
October was a particularly busy year for moves and appointments in the world's wealth management sector. ...
Another C-Suite Appointment At SimCorp
The latter stages of 2025 continue to be busy for the financial technology firm. The latest appointment reflects the importance of alternative investments. ...