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
Investors Expect To Boost Allocations To Private Markets – Barclays Private Bank
Barclays Private Bank and Wealth Management has published its second annual private markets report entitled “Mind the gap: How private markets can align to the evolving needs of private investors,” highligh...
Rathbones Sets Out UK Autumn Budget Wishlist
Ahead of the UK’s Autumn Budget in November, UK wealth manager Rathbones has outlined five recommendations to boost investment and drive growth. ...
Utmost Group Completes Lombard International Integration
After securing approval to acquire the business last year, Utmost Group aims to leverage the firm's capabilities in areas such as private placement life insurance, and other insurance-based wealth solutions. ...
Compliance Corner: Regulatory Change Management Costs Seen Rising
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
TV Celebrities Discuss Business Successes, Failures – Guernsey Private Wealth Forum
TV celebrities Jamie Laing, founder of Candy Kittens and Jampot Productions, and Deborah Meaden, business leader and author, discuss the failures and successes of setting up a business and investment in a firesi...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Quilter, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...