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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

Tax
24 November 2025

Making Gifts Of Property: Key Points To Consider

There has been an increase in people gifting property and land to younger generations, mindful of potential changes in the UK budget. This article considers what is happening. ...

Investment Strategies
24 November 2025

Apricus Finance Cuts Equity, Gold To Neutral Allocation

The firm spoke about its recent decision to cut some equity exposure, among other moves. ...

Investment Strategies
24 November 2025

UBS Expects AI And Tech To Fuel Equity Gains In 2026

As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026 outlook “Escape velocity?” what investors can expect in the new year, where to look for growth and income, ...

People Moves
24 November 2025

Addepar Makes Senior Appointments

Addepar, a New York-headquartered global technology and data platform for investment professionals, has made two senior appointments to bolster client focus and further Addepar’s global growth investment. ...

Company Profiles
24 November 2025

Deutsche Börse's Clearstream Says Scale Counts In Rapidly Evolving Markets

This publication talked to senior figures at one of those large European organisations that provide much of the "plumbing" of modern finance – an area that wealth managers, private banks and others shouldn't e...

People Moves
21 November 2025

Multrees Names New Chief Operating Officer

Edinburgh-headquartered Multrees Investor Services, an investment operations and technology solutions provider for wealth managers, makes senior appointments to drive operational and cultural growth. ...