Contact us
Latest Comment & Analysis
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
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...
Latest News
UBS Secures US Chartered Bank Status
The step is a significant one for the Swiss group, which has been busy integrating the Credit Suisse bank bought three years ago. ...
Summary Of Asia-Pacific Wealth Management Executive Moves – February 2026
A round-up of wealth sector senior moves in the region, featuring names such as Standard Chartered, Nomura, Barclays, Citigroup and UBS. ...
Diversification From US Equities Continues – Natixis IM
In Paris last week, experts at Natixis Investment Managers Thought Leadership Summit, attended by this news service, discussed the outlook for global equities, against a backdrop of rising geopolitical tensions ...
EXCLUSIVE: Spotlight On Listed Infrastructure
Justin Lannen and Steven Kempler, portfolio managers of the Pacific Maple-Brown Abbott Global Listed Infrastructure Fund, from the Global Listed Infrastructure (MBA GLI) team at Maple-Brown Abbott, an Australian...
In Unsettled Times, US HNW Citizens Ponder Foreign Options
We talk to an advisor about the issues confronting those thinking of moving outside the US, or deploying some of their personal assets overseas as a risk management strategy in uncertain times. ...
JP Morgan Private Bank Highlights Singapore Equity Market Benefits
Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore equity market can be a useful source of attractive, diversified and steady income for portfolios. He also highligh...