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Latest Comment & Analysis

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...

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. ...

Latest News

Statistics
3 October 2025

Global IPO Numbers, Values Rise, But Europe Lags

Initial public offerings are important creators of new high net worth individuals, so it's not surprising that wealth managers track this data and those who benefit from a flotation. The figures show that China ...

People Moves
2 October 2025

Change At The Top Of LGT Wealth Management

The CEO has been in post at the UK-based wealth management firm for 13 years. ...

M and A
2 October 2025

Opera Agrees To Acquire Accuro, Continues Its Five-Year Plan

Opera Group has a five-year plan to acquire certain businesses, with the latest being a business that came out of an MBO in 2017. ...

Surveys
2 October 2025

Private Debt In Luxembourg Expands; EU Regulations Could Constrain Growth – KPMG/ALFI

A study issued this week via the funds industry of Luxembourg and KPMG, showed that the market for private debt is vibrant, but European regulations are set to increase constraints. ...

Surveys
2 October 2025

Wealth Managers Flag Data Quality Concerns About Corporate Bonds

An annual report examines the quality – or lack of it – of corporate bond data: a serious concern for investment managers seeking to find value in this area, and for their end clients. The study also looks a...

People Moves
2 October 2025

Who’s Moving Where In Wealth Management? – Blevins Franks, Hunters Law, Hugh James, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...