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
Who's Moving Where In Wealth Management? - Citigroup, Vietnam
The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...
Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up
A possible wealth tax in California is a controversial topic that has lessons not just for the wider world. Debates about reducing income and wealth inequality on one hand, and the dangers of the impact on econo...
What's New In Investments, Funds? – Manulife Singapore
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Wealth Solutions Operating Income Rises At Standard Chartered In 2025
Wealth solutions results at the bank showed a rise in operating income and it booked $52 billion in affluent net new money. ...
Who's Moving Where In Wealth Management? – Julius Baer, Schroders Capital
The latest moves, appointments and personnel changes in wealth management. ...
What’s New In Investments, Funds? – Fidelity International, Standard Chartered
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...