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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
Germany's DWS Posts Record Profit In Q3, 2025
This week, German asset manager DWS released positive financial results for the third quarter of 2025 and for the first nine months of the year. ...
Vontobel Sells Financing Platform, Reports AuM Rise
The Swiss firm has sold a platform business to a cantonal bank for an undisclosed sum. Also yesterday, Vontobel set out its assets under management growth. ...
Bubbles, What Bubbles? – US-Based Pitcairn Dissects Markets, Economy
The multi-family office sets out its thoughts on topics ranging from equity valuations and AI, to the state of the credit markets and inflation. ...
Afin Bank Aims To Serve Client Segments That Others Won't Reach
We talk to a new kid on the banking block – a firm with Africa-based financial backing and a digital-first approach to serving clients who might not otherwise gain access to some financial services. It has dev...
What’s New In Investments, Funds? – Franklin Templeton, Invesco, Others
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Societe Generale Says Group Net Income Rises; Private Banking Inflows Grow
The bank's shares have more than doubled over the past year, highlighting what has – so far – been a buoyant year for European bank stocks. ...