Latest Comment & Analysis
From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance
This news service discusses establishing sources of wealth, the challenge of cryptos in a market dramatically changed by the current US administration, suspicious activity reports (SARs), and more. ...
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...
Latest News
Deals Of The Day: The Latest In Wealth Management M&A – Capnor, Calista Direct Investors
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Venerable Swiss Bank Makes C-Suite Changes
The bank has made a number of senior executive moves in recent months. ...
A New Banking Kid On The Block In Guernsey – How Bank Aston Intends To Operate
We talk to the founders of a new bank in the Channel Islands about its plans for meeting a series of needs, such as offshore trustees, funds and family offices. ...
Who’s Moving Where In Wealth Management? – Rothschild & Co, Brooks Macdonald
The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions. ...
Adecco Names New Chief Financial Officer
The Adecco Group, a global workplace solutions business company listed on the SIX Swiss Exchange (ADEN), has made a senior hire from within its own ranks. ...
What's New In Investments, Funds? – Edmond De Rothschild AM
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...