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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. ...
From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance
This news service discusses establishing sources of wealth, the challenge of cryptos in a market dramatically changed by the current US administration, suspicious activity reports (SARs), and more. ...
Latest News
Wealth Managers Continue To Increase Emerging Market Exposure
After emerging market equities outperformed developed ones in 2025 and as investment managers seekk to diversify portfolios in 2026, a number of wealth managers are continuing to step up exposure to emerging mar...
Citigroup Leans Into "Democratisation" Of Private Markets Theme
Private clients at the bank in Asia and the Middle East are being targeted by the change, part of a continuing trend in international wealth management. ...
Standard Chartered Becomes F1's Official Wealth Partner
The UK-listed bank says it joins a select group of banks that support the global, glamorous motor racing series of F1. ...
Caution Is Investment Watchword For UK-Based WELREX
Although taking a broadly "conservative investment" position, the wealth management firm is also unafraid, it says, to state that the US remains "uniquely positioned" in macroeconomic terms. ...
Asia's Financial Sector Is A Long Way From Modernising Compliance – Survey
One challenge that firms with legacy systems face is trying to reconcile the need to innovate with being accountable to regulators. ...
Fewer US Equities, More Europe, Emerging Markets In 2026 – Pictet
Swiss-based Pictet Wealth Management shared its insights on the investment outlook for 2026 at a London media event yesterday, highlighting the main investment themes to watch in 2026 as well as forecasts for ec...