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Latest Comment & Analysis

Family Office
22 January 2026

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 ...

ESG
3 December 2025

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...

Strategy
17 November 2025

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...

Investment Strategies
3 October 2025

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...

Investment Strategies
26 September 2025

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. ...

Wealth Strategies
22 September 2025

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

People Moves
27 February 2026

Nomura IWM Appoints Senior Ex-UBS Figure

Nomura has been building its wealth activities outside Japan. ...

New Office
27 February 2026

bfinance Targets Japan Investment Industry

bfinancebfinance, a global investment consultancy, has expanded its presence in Asia with the opening of a new Tokyo office, and a senior hire to head it. ...

Investment Strategies
27 February 2026

Schroders Turns Positive On Commodities

The asset manager sets out its multi-asset allocation views. ...

People Moves
27 February 2026

Who's Moving Where In Wealth Management? – Capital Group, Adams Street Partners

The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...

Technology
27 February 2026

Digital Digest: The Latest Tech News – Syfe, JP Morgan AM

The latest technology news in the wealth management sector from around the world. ...

Financial Results
26 February 2026

Notable Items Cut 2025 Pre-Tax Profit At HSBC; Wealth Results Improve

While the reported profit showed the impact of one-off items, underlying profit for last year rose across the bank. The wealth management side of HSBC showed stronger results. ...