Contact us
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
Digital Digest: The Latest Tech News – EFG International, Aladdin Wealth
The latest technology news in the wealth management sector from around the world. ...
Senior Banker Joins UOB's Wealth Advisory Panel
The senior banker has held posts at Credit Suisse, UBS and AMP Capital, working in Europe and Asia. ...
Julius Baer Expands Gulf Presence, Reports Higher AuM
In a busy announcement day for the Swiss bank, it updated the markets on its financial results, said it has achieved in-principle approval for a new office in Abu Dhabi, and appointed a chief compliance officer....
Making Gifts Of Property: Key Points To Consider
There has been an increase in people gifting property and land to younger generations, mindful of potential changes in the UK budget. This article considers what is happening. ...
Apricus Finance Cuts Equity, Gold To Neutral Allocation
The firm spoke about its recent decision to cut some equity exposure, among other moves. ...
UBS Expects AI And Tech To Fuel Equity Gains In 2026
As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026 outlook “Escape velocity?” what investors can expect in the new year, where to look for growth and income, ...