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News
July 3, 2025
Hind El Gaidi named LPEA president, succeeding Mansfeldt
Hind El Gaidi, head of Luxembourg at ICG, has been appointed president of the Luxembourg Private…
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Transfers
July 3, 2025
Transfers: Luxflag, Baker McKenzie, EFG, EuroCTP
This week’s overview of people transfers and appointments includes updates from Luxflag, Baker…
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Opinion
July 3, 2025
AI and the balanced portfolio
For generations of investors, the gospel was simple: invest in a balanced portfolio with 60 percent…
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Investing
July 2, 2025
Industry pushback against Brussels over SIU trading reforms
A powerful coalition of European financial trade associations has urged the European Commission not…
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Investing
July 2, 2025
U.S. tax risk persists, even as Section 899 is shelved
The U.S. has dropped plans for a controversial tax provision that would have targeted foreign…
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Sector
July 2, 2025
How volatile markets are changing financial advice
Investment advisors are getting better at their jobs, according to the distribution teams at asset…
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Laws and Regulations
July 1, 2025
Eurosif: Europe is cutting too much from sustainability reporting
Eurosif, a pan-European association that promotes sustainable finance at the EU level, is deeply…
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Technology
July 1, 2025
Dora sparks ICT shakeout as firms cut non-compliant providers
More than a quarter of financial institutions across Europe plan to terminate at least one ICT…
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Expert Panel
July 1, 2025
WTax: Taiwan extends reclaim window, opportunity for investors
Investors may believe their withholding tax (WHT) obligations are fully addressed. However, in…
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Investing
June 30, 2025
No businesses, no favorable investment climate in Europe
It’s hard to speak of a favorable investment climate when companies are leaving. While the shine may…
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Most recent
Market Reports
Value benefits from AI fatigue and rising Taiwan tensions
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Expert Panel
Morningstar: Robeco versus MFS in global equities
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Investing
Try to be a well-rounded ‘Swiss Army knife,’ says young private banker
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Investing
Semi-transparent ETFs target free-riding on investment strategies
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Transfers
Transfers: Jewell named CIO fundamental equities at Blackrock
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