Latest Comment & Analysis
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...
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
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 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. ...
The ESG Phenomenon: T Rowe Price Dives Into The "Blue Economy"
The latest developments in the ESG space. ...
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. ...
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 ...
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...