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Latest Comment & Analysis

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. ...

Compliance
19 September 2025

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

M and A
23 January 2026

Sweden's EQT Leans Into Secondaries Story, Agrees Coller Capital Bid

The transaction highlights the significance today of the market for "secondaries" in private market investments. Coller Capital has told this publication that market transaction volume in secondaries could reach...

New Products
23 January 2026

What’s New In Investments, Funds? – Aberdeen Investments, Manulife

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

Asset Management
22 January 2026

OCBC Scores First For Singapore Bank With Securities Financing Arm

Clients at different parts of the group – including those using Bank of Singapore – can earn fees by having their "idle" securities lent to institutions. ...

Strategy
22 January 2026

WRISE Continues Middle East Expansion

The Singapore-headquartered group has, like a number of its peers, set up shop in the Middle East to capture its rising wealth opportunities. ...

Investment Strategies
22 January 2026

Gold Prices Soar Amidst Rising Geopolitical Tension

Gold prices reached new record highs this week amidst rising geopolitical tensions. Wealth managers react. ...

Awards
22 January 2026

Launch Of WealthBriefing Innovation In Marketing Awards

This will be the latest in the global package of awards covering the different elements of the world's wealth management sector. In this case, the focus is on the ways that marketing – a crucial area – is co...