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Latest Comment & Analysis

Compliance
19 September 2025

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. ...

Strategy
1 September 2025

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...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

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...

Asset Management
7 July 2025

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. ...

Tax
1 July 2025

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

People Moves
20 November 2025

New CEO Of True Potential Wealth Management Named

The incoming CEO of True Potential Wealth Management, a firm managing more than £34 billion ($44 billion), has a track record of increasing sustained growth and leading transformation – in fact, an "ideal lea...

Client Affairs
20 November 2025

UK Inflation Falls – Wealth Managers React

After UK inflation fell for the first time in seven months, wealth managers discuss the impact on the economy, asset allocation and the timing of a potential interest rate cut. ...

People Moves
20 November 2025

Deutsche Bank Sets Up Greece Wealth Business

The Germany-based lender is building a team to expand the Greece market and has hired a senior figure to lead it.  ...

New Office
20 November 2025

KKR Strengthens Middle East Presence

KKR, a New York headquartered investment firm, is bolstering its Middle East presence, along with many other firms that have been increasing their presence in Dubai and neighbouring Abu Dhabi. ...

M and A
20 November 2025

Indosuez WM Takes Complete Ownership Of Wealth Dynamix

The acquisition completes the France-headquartered group's ownership of a wealthtech firm operating in areas such as client lifecycle management. ...

ESG
20 November 2025

Asia, MENA Sustainable Finance Has Potential, Growth Climate Gets Chillier – Report

The market for sustainable debt has risen significantly in recent years. In the Middle East, North Africa and Asia-Pacific regions, the size of this sector is relatively small, suggesting high potential for grow...