Latest Comment & Analysis
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. ...
Changing Asset Allocation Frontiers - An Overview
We take a dive into different approaches to how asset allocation should be handled, examine various views - including contrarian ones - and consider how attitudes about diversification have changed over time. ...
Latest News
A New CEO Takes Helm At Arta Finance
Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company. ...
OPINION OF THE WEEK: UK Wealth M&A Hits New Heights
The editor examines some of the considerations and issues linked to two large corporate deals in wealth and asset management this week. ...
Challenges Remain For Private Equity, But Sector Recovers
Private equity has bounced back and as a sector is maturing. There are challenges around the amount of old "dry powder" of unspent capital there is around, the report says. ...
Schroders' Share Price Surges After Nuveen Takeover Announcement
The early weeks of 2026 are turning out to be busy in terms of wealth sector M&A. ...
Carmignac Upbeat On Emerging Markets In 2026; Makes New Hires
As wealth managers boost their exposure to emerging markets, which outperformed developed ones in 2025, Paris-based asset manager Carmignac discusses the outlook for emerging markets in 2026 and reinforce their ...
Digital Digest: The Latest Tech News – Franklin Templeton, Binance
The latest technology news in the wealth management sector from around the world.444 ...