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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
ZEDRA Names New Chief People Officer
The new chief people officer has strategic clarity, commercial acumen, a collaborative leadership style, and a proven track record of building and nurturing high-performing teams. ...
Standard Chartered Leans Into Health, Wellness Trend
The partnership is an example of the cross-over between the worlds of wealth management and healthcare. ...
Avoiding Conflicts In Aristocratic Family Trusts
This article delves into the origins of trusts, how conflicts around them occur and how (hopefully) they can be resolved. ...
Digital Digest: The Latest Tech News – Bloomberg, Canaccord
The latest technology news in the wealth management sector from around the world. ...
Credit Suisse AT1 Bondholders: Navigating Legal Routes After Swiss Write-Down
Recent legal developments mean that those bondholders who were left out of pocket under terms of the UBS emergency takeover of Credit Suisse in 2023 may have a chance of recompense. But the road to this may be c...
UK Government Adds To Tax Burden – Wealth Managers' Reactions
Here are reactions to the UK Autumn Budget, covering areas such as property, savings, pensions and earnings. ...