Contact us
Latest Comment & Analysis
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...
New Report On Philanthropy, Ethical Investment
The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking report is now available. ...
Latest News
Fund Management Forces Unleash Multi-Trillion-Dollar "Money In Motion" – McKinsey
A recent report from the global consultancy pinpoints factors it sees as causing major flows of money between parts of the world's asset management sector, such as a blurring between private and public market fu...
Nomura AM Optimistic About Japanese Equities
There appears - at least based on the views of firms in this article - a sense of continued optimism about prospects for Japan and its equity market into 2026. ...
IFAs Say Portfolio Management Load Costs New Business – Rathbones
A new study by Rathbones shows that IFAs think their profession is best served by focusing on financial planning to help people managee changes in tax, pensions and estate planning rules. Rathbones has also laun...
New Head For Swiss Association Of Wealth Managers
From the start of 2026, the Swiss wealth industry group will have a new head, taking over from a predecessor who has been in the role for 18 years. ...
Oberon To Acquire UK's WH Ireland Wealth Business
Oberon Investments Group, a London-based boutique financial services firm, moves ahead with its national growth strategy. ...
Quilter Cheviot Names New CEO
The new CEO, who has had a long career at HSBC, has a track record of driving growth initiatives across multiple businesses and jurisdictions ...