Latest Comment & Analysis
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. ...
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...
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
DWS Maintains Preference For European Over US Equities, Despite Rebound
German asset manager DWS set out its latest outlook and asset allocation against the background of volatile markets; it maintains a preference for European over US equities. ...
Lombard Odier Names New UK Chief Operating Officer
The new COO has more than 18 years' experience in the wealth managenent sector as well as "sharp operational acumen" which stand the firm in good stead for its "next chapter." ...
Subsidiary Of India's Kotak Mahindra Secures UAE Licence, Eyes Fund Launch
The firm said it is the first Indian firm to have obtained such a licence from the UAE's capital markets watchdog. ...
UBP In Hong Kong Builds Out Greater China Team
The Swiss private bank has announced a number of moves for its Greater China business field. ...
Lombard Odier Adds To Asia Teams
The Swiss private bank has unveiled a number of senior moves across the Asia-Pacific region. ...
Apex Group Names New Chief Financial And Chief Business Officers
The Apex Group, a Bermuda-headquartered global financial services provider with a significant presence in London, makes senior hires to "evolve" and "mature" its business operations and drive organisational tran...