Privacy

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  2. Control what we can do with personally identifiable information
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Latest Comment & Analysis

Compliance
19 September 2025

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. ...

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...

Latest News

Investment Strategies
9 December 2025

Blend Of High-Growth Tech, Defensives Makes Sense For 2026 – Wealth Managers

A common theme appears to be a need for diversification across sectors. ...

Surveys
9 December 2025

Investors Press "Pause" On Risk In Nervous November – State Street

Political dramas in Washington, concerns about valuations of AI-linked tech stocks and a shift from concentrated positions meant that there were few big risk changes last month. ...

Surveys
9 December 2025

AML Systems Gradually Improve, Big Challenges Remain

The report on the Basel AML Index calls for a shared reimagining of the fight against financial crime as key to achieving broader societal goals relating to peace, justice and sustainable development, rather th...

Investment Strategies
8 December 2025

Diversify, Lean Into AI "Thoughtfully," And Underweight The Dollar – Cambridge Associates

The organisation is among a raft of institutions setting out asset allocation views for 2026. It comes down on the side of those suggesting an underweight stance on the dollar, and prefers global equities outsid...

People Moves
8 December 2025

Who’s Moving Where In Wealth Management? – Investec Bank

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

Technology
8 December 2025

Digital Digest: The Latest Tech News – Van Lanschot Kempen, Amundi

The latest technology news in the wealth management sector from around the world. ...