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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
Mattioli Woods Makes C-Suite Changes
The changes follow the announcement in May 2025 that Mattioli Woods and Kingswood Group had combined, to create a major wealth management group. ...
Deals Of The Day: The Latest In Wealth Management M&A – DL Holdings Group, YTME
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Orbis Highlights UK, Emerging Market Opportunities Outside US Mega-Caps
Experts at Bermuda-based Orbis Investments share their thinking on global investment themes and how this is shaping the firm’s portfolios as it heads into 2026. With US mega-caps dominating returns, they look...
Who's Moving Where In Wealth Management? – Broadridge, Lawrence Stephens, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of Europe, the Middle East and select international jurisdictions. ...
DWS And NAMI Join Forces
DWS and Nippon Life India Asset Management plan to collaborate to bolster alternatives, passives and global distribution, subject to approval of the regulatory authorities. ...
VP Bank Names New International Locations Head
The role involves responsibility for client business in Luxembourg, Switzerland and Singapore. ...