Latest Comment & Analysis
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners and domestic UK citizens; the ways that international centres are sharpening their ...
EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House
After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place from 10 to 21 November, Jean-Philippe Desmartin at Paris-based Edmond de Rothschild Asset Management and Olly H...
Let's Walk Down The Wealth Corridor
A term that arises in discussions about banks' and wealth managers' geographic strategy is the "corridor." We talked to BNP Paribas Wealth Management in Hong Kong recently, and delved into how this concept can h...
Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries is imprudent leverage. An investment firm focused on digital assets and cryptocurrencies flags a concern about th...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we examine the use of hedging tools to manage risk, as well as a set of broad themes that have emerged this year. ...
Latest News
Middle East Conflict Erupts, Triggers Flight From Risk
The drama also reinforces a point that this news service wrote about recently that geopolitical risk is now a central agenda item for wealth advisors to master. ...
UBS Unveils Directorship Changes
The outgoings and arrivals at the bank come three years after UBS conducted its emergency takeover of Credit Suisse. The bank holds its AGM on 15 April where its nominations for the board will be voted upon. ...
HSBC Opens Latest, And Largest, Wealth Centre In Singapore
The bank continues to open wealth centres, with examples in the UK, Singapore, Taiwan, Hong Kong, mainland China and Malaysia. ...
Focus On New Geopolitical Environment, Asset Allocation – Wellington Management
At a London media event last week, experts at Boston-headquartered Wellington Management, a large investment manager, discussed the dramatic shift in the geopolitical landscape and how it is affecting global mar...
Most Wealthy Singapore Residents Expect To Toil Beyond Retirement Age – Survey
The survey shows that for a variety of reasons, the age of retirement in the Asian city-state – which is due to rise this year – does not mean the end of a working life, as far as many Singapore residents ar...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...