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Latest Comment & Analysis

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. ...

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...

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...

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. ...

Latest News

People Moves
25 July 2025

Robeco Names New CIO

Among the new CIO's achievements, he played a key role in transforming his former firm from a UK-focused business into a global asset maager with over $1.5 trillion in AuM. ...

Financial Results
25 July 2025

Vontobel Reports Decline In H1 2025 Net Profit; Shares Slide

The Swiss firm, which operates in several jurisdictions, reported a slip in profits, and the figure reportedly came in below consensus forecasts. Shares were sold off on the result. Vontobel called the results "...

Financial Results
25 July 2025

Northern Trust's Q2 2025 Net Income Slides, One-Off Factors Weigh

A series of one-off effects in 2024 meant that the year-on-year net income figure for the latest quarter was down sharply. Assets under custody and administration rose.     ...

Financial Results
24 July 2025

Deutsche Bank's Q2 2025 Private Bank Net Revenues Rise Slightly

Numbers for revenues and assets under management at the private banking arm of the German lender rose slightly in the second quarter of 2025. ...

Financial Results
24 July 2025

Digital Disruptor Moomoo Powers Above 1.5 Million Users In Singapore

With the catchy Moomoo name, the business – headquartered in the US and with business groups around the world including Singapore – is on a roll, it says. The firm is part of a number of upstart businesses t...

Investment Strategies
24 July 2025

PineBridge Investments Tilts Towards Asian High Yield

This week, US asset manager PineBridge Investments released its 2025 Midyear Asia Fixed Income Outlook, highlighting a year of resilience, particularly for Asian high yield. ...