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Latest Comment & Analysis

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...

Philanthropy
17 June 2025

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

People Moves
17 September 2025

Lombard Odier Names UK Wealth Planning Head

The senior joiner has had a background working for two large private client law firms, bringing expertise in areas such as the non-dom client world. ...

Family Office
17 September 2025

Family Offices Hold Fire On Asset Allocation In Volatile Times – Citigroup Study

Family offices around the world took a cautious view of their asset allocation and overall risk levels as worries about tariffs and geopolitics took hold earlier this year, a Citi Wealth study showed. ...

ESG
17 September 2025

The ESG Phenomenon: T Rowe Price Dives Into The "Blue Economy"

The latest developments in the ESG space. ...

People Moves
17 September 2025

Who’s Moving Where In Wealth Management? – BCB, Kingsley Napley, Boodle Hatfield, Others

The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions. ...

Surveys
16 September 2025

Women-Powered Business Exit Values Nearly Match Male-Led Firms – JP Morgan

This week, JP Morgan Private Bank celebrated the fifth anniversary of its “Top 200 Women-Powered Businesses Report” – analysing high-growth businesses founded, led, owned or managed by women in the UK ...

Alt Investments
16 September 2025

Newly-Formed UK Bank Launches HNW Mortgage

Set up as recently as July, Afin Bank was formed with the idea of catering to underserved clients, in particular those in the African community. The mortgage offering – which uses a number of non-traditional f...