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
AML Systems Gradually Improve, Big Challenges Remain
The report on the Basel AML Index calls for a shared reimagining of the fight against financial crime as key to achieving broader societal goals relating to peace, justice and sustainable development, rather th...
Diversify, Lean Into AI "Thoughtfully," And Underweight The Dollar – Cambridge Associates
The organisation is among a raft of institutions setting out asset allocation views for 2026. It comes down on the side of those suggesting an underweight stance on the dollar, and prefers global equities outsid...
Who’s Moving Where In Wealth Management? – Investec Bank
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Digital Digest: The Latest Tech News – Van Lanschot Kempen, Amundi
The latest technology news in the wealth management sector from around the world. ...
Abu Dhabi's Aldar, Mubadala Launch Investment Platform
The groups said the platform will connect global institutional investors with real estate and infrastructure opportunities. ...
What's New In Investments, Funds? – Apex Group, PISCES, MSCI
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...