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Latest Comment & Analysis

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and independent wealth firms in Singapore and the wider region. Matters ranging from compliance through to the impact of...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In these unsettled times, these often difficult subjects are increasingly front of mind. ...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance officers and money-laundering-reporting officers (MLROs) at private banks worldwide to determine country risk, sho...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events taking place, countries are talking about large defence spending. This is giving rise to a radical shift in the inve...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be working out well so far for this UK asset management business, founded in 2019. ...

Latest News

Emerging Markets
14 May 2025

Letter From India – Reflections On Trade Deal With UK

The author, who is a keen advocate of venture capital and startups in India, explains events in the country. ...

Financial Results
14 May 2025

Addepar Raises $230 Million To Drive Growth Globally

Addepar, which says clients use its platform to advise and run more than $7 trillion of assets, said a range of investors, for example Singapore's own public bodies, were part of the fundraising round. ...

Strategy
13 May 2025

BlackRock Enters Abu Dhabi-Based Joint Venture

The JV is yet another example of the mass of activity involving Western firms heading to do business, including the creation of on-the-ground operations, in the Gulf region. ...

People Moves
13 May 2025

UK-Based Welrex Names New Chief Financial Officer

The business, which has been around for a relatively short time, says it is one of a crop of new firms transforming the way HNW and UHNW individuals are served. ...

New Products
13 May 2025

What’s New In Investments, Funds? – Arbra Partners, Adams Street Partners

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

Compliance
13 May 2025

Countries Of Money-Laundering Concern – America’s Ultimate List

Every year the US State Department fulfils its mandate to publish a report of “major money laundering countries.” An expert on compliance topics casts his eye over the terrain. ...