insights.

These awards reflect the strength of our capabilities and our disciplined approach to delivering client outcomes. 

With carried interest now taxed as income, UK residence and work patterns matter more than ever. Explore the key considerations for internationally mobile private equity professionals.

Omar Shokur, Regional Head for Asia, Private Clients, examines the disconnect APAC HNWIs face between their intent and actions regarding their investment approaches.

This week, our latest ‘Intelligent Allocator’ looks at how planned IPOs and evolving index rules may reshape passive exposure, concentration risk, and portfolio construction.

Against a backdrop of volatility and tensions in the Strait of Hormuz, it is essential to ensure wealth management is holistic, tax-efficient and oriented towards wealth transfer.

Omar Shokur, Regional Head for Asia, Private Clients shares insights into APAC families’ approaches and challenges to family wealth, business and succession plans.

Iván Basa, Managing Director of Lombard Odier in Spain, explains how Lombard Odier is strengthening its private banking model in Spain through independence, technology, talent and long-term client relationships.

We examine Switzerland’s vote on population growth, its implications for labour markets and EU relations, and what political uncertainty would mean for Swiss assets.