Latest Comment & Analysis
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.   ...
Talent Management Is Julius Baer's Asia Growth Engine
We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to talent management. ...
The Good, The Difficult And The Stable – What Headhunters See Around The World
We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what they see as the important trends in the industry right now. ...
As HNW Individuals Seek Options, An Adriatic Resort Prepares
Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of change in certain countries when it comes to tax – such as the UK – places seeking to attract HNW individuals ha...
Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking
Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might tie the knot suggests that consolidation and a desire for scale – given the tumultuous events of last year â€...
Latest News
BlackRock's AuM Scales New Heights, Quarterly 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 Slipped
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 Startup 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. ...
UOB Deepens Partnership With Mainland China Bank, Companies
The Chinese bank – Hengfeng Bank – provides services including wealth management. The partnership shows how mainland institutions work with local Singapore players to push business interests into Southeast A...
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