Latest Comment & Analysis
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in The Bahamas. ...
Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici
While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a lawyer, author and expert about how wealthy international citizens are taxed, and what's needed to square the dem...
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the dynamics shaping it. ...
Stonehage Fleming Leans Into Tech, Healthcare
A desire for delivering above-average organic growth, and firms that have a strong culture and focus on innovation has led the manager of a fund to hold some of the biggest names in modern commerce. He explains ...
The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story
The Caribbean jurisdiction has been through its fair share of challenges. Today, the international financial centre says it is very much on the front foot in areas ranging from climate finance, digital assets, f...
With Big Event Security Under Spotlight, Have A Plan – Global Guardian
Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult conversation that HNW travellers must have is about their physical security in case things go wrong. We talk to a fir...
Latest News
Blackrock's AuM Scales New Heights, Q3 Inflows Rise
Among details of the quarterly results, BlackRock's CEO reminded investors of the work it is doing in the field of infrastructure and private market investing. ...
JP Morgan's Wealth, Asset Management Net Income Slips In Q3 2024
Across the whole of the US bank, higher provisions for credit losses, and rising costs, offset the effect of higher revenues in the quarter versus the same period of 2023. CEO Jamie Dimon also warned about the d...
AI Wealth Start-up Expands, Adds Ex-UBS, ING Chief Executive As Advisor
Harnessing AI, the wealth platform – originally established in the US – has achieved regulatory clearance in Singapore and is embarking on international growth, including developing a "wealth-as-a-service" o...
Investor Confidence In Global Equity Markets Softened – Saxo
As the final quarter of 2024 approaches, Copenhagen-headquartered Saxo, an investment bank specialising in online trading and investment, has released another survey of its clients, revealing a shift in market...
Abrdn Smiles On Bonds, Equities, Real Estate In 2024
Global asset manager abrdn has just published its latest quarterly report on the macroeconomy and investment outlook for the fourth quarter of 2024. ...
The Listed Route To Private Equity – In Conversation With HarbourVest
We talk to an affiliate of international private equity group HarbourVest about its management of a London-listed trust that gives diversified exposure to private equity and about 1,000 portfolio companies. With...
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