Latest Comment & Analysis
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
Digital Digest: The Latest Tech News – UBS Completes Tokenized Fund Transaction
The latest technology news in the wealth management sector from around the world. ...
Summary Of Global Wealth Management Moves – August 2025
A roundup of all the moves in wealth management around the world during August. ...
Bentley Reid Adds To Dubai Wealth Trend
Bentley Reid, an employee-owned wealth manager bolsters its presence in Dubai. The announcement comes at a time when many firms have been enhancing their presence in Dubai and neighbouring Abu Dhabi. ...
UBS Partners With Young Investors Organization
The alliance is designed to expand access to UBS NextGen education programmes, global events and other initiatives. The Young Investors Organization has almost 2,000 members from more than 75 nations. ...
What’s New In Investments, Funds? – ARK Invest Europe
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Professional APAC Investors Warm To Europe – Survey
US equities have outperformed their European counterparts in recent years but a valuation gap, and signs of more fiscally expansionary moves in countries such as Germany, have made investors in Asia keener on th...