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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
Multrees Names New Chief Operating Officer
Edinburgh-headquartered Multrees Investor Services, an investment operations and technology solutions provider for wealth managers, makes senior appointments to drive operational and cultural growth. ...
What's New In Investments, Funds? – Invesco, Pictet, Deutsche Bank, EQT
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Swissquote Bank In Singapore Unveils OpenWealth API Connectivity
The Swiss firm in Singapore is using its system to help improve onboarding and other important functions for institutions including EAMs, multi-family offices and other players. ...
Amundi Leans Towards Emerging Market Assets In 2026
Paris-based European asset manager Amundi released its 2026 global investment outlook at a media event this week, highlighting a positive stance on emerging market assets. ...
How The Gulf States Play The Digital Assets Trend – In Conversation With Taurus
This publication talks to a firm about the approach that various Middle East jurisdictions take towards digital assets and cryptocurrencies and where this is heading. ...
Wealth Managers Look Closely At Gilts Ahead Of UK Budget
At a meeting in London this week, together with other wealth managers, California-based investment manager Franklin Templeton shares its insights on the impact of the UK’s Autumn Budget, where tax hikes are e...