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Transfers
August 7, 2025
Transfers: Alter Domus, State Street, Ogier, Arendt, Citi, Triodos
This week’s overview of people transfers and appointments includes updates from Alter Domus, State…
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Taxation
August 5, 2025
WTax: The hidden cost of extra time
Longer withholding tax reclaim windows can be useful but faster recoveries deliver better results…
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Technology
August 4, 2025
Luxembourg lays foundation for a digital sovereign debt strategy
Luxembourg has taken a new step in modernizing its sovereign debt with the issuance of fully digital…
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Asset Managers
August 1, 2025
Morningstar: Allianz vs JP Morgan in multi-asset income funds
Allianz GI and JP Morgan AM take different paths to multi-asset income: one prioritises yield, the…
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Transfers
July 31, 2025
Transfers: Aon, Allianz, Mimco, and SnapSwap
This week’s overview of senior appointments and leadership changes includes updates from Aon France…
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Investing
July 30, 2025
Luxembourg’s new carry tax regime reflects global ambitions
A new tax regime, set to take effect in 2026, has been designed to update how carried interest is…
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Expert Panel
July 25, 2025
Morningstar: Robeco versus Blackrock in global high yield bonds
The second quarter of 2025 provided ample opportunity for tactical trades, as markets whipsawed in…
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Transfers
July 24, 2025
Transfers: Apex, EY, DWS, CMS, Aberdeen, Coutts, GAM, HSBC
This week’s overview of people transfers and appointments includes updates from Apex, EY, DWS Group…
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Wealth Managers
July 22, 2025
Semi-liquid strategies test Partners Group’s resilience
First-half numbers posted last week by Partners Group, followed by a sober warning from Morningstar…
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Expert Panel
July 18, 2025
Morningstar: Pimco versus Barings in global emerging markets bond – local currency
Local emerging-markets debt strategies took a beating in the last quarter of 2024 but recovered…
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Most recent
Opinion
Chart of the week: the Great Rebalancing: slowly but surely
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Family Offices
Oaklins buys Andreas Capital to expand in family wealth
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Expert Panel
Morningstar: Nordea Asset Management vs Fidelity International
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Supervision
Fault lines visible as EU gears up for market supervision push
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Investing
‘Reluctantly, we are adding to chip stocks’
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