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
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 ...
Change At The Top Of LGT Wealth Management
The CEO has been in post at the UK-based wealth management firm for 13 years. ...
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. ...
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. ...
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...
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. ...