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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
Quantum Computing, Taylor Swift And US Elections: Saxo's 2026 "Outrageous Predictions"
As a new year comes over the horizon, the European group throws out bold claims about what might happen next year. In the past, some of these guesses turned out to be true. ...
What’s New In Investments, Funds? – M&G, Invesco, Sarasin & Partners
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House
After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place from 10 to 21 November, Jean-Philippe Desmartin at Paris-based Edmond de Rothschild Asset Management and Olly H...
Deals Of The Day: The Latest In Wealth Management M&A – Carne, JFML
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Lombard Odier Positive On Emerging Markets, Gold In 2026
Swiss private bank Lombard Odier has released its Outlook 2026 giving an overview of the bank’s macroeconomic expectations and investment convictions for what may prove another volatile year. ...
Who’s Moving Where In Wealth Management? – Schroders, Investec Bank, Broadridge, Droit
The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions. ...