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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
Trump Imposes New 15 Per Cent Tariffs After US Supreme Court Ruling – Wealth Managers React
After the Supreme Court ruled on Friday that US President Donald Trump’s administration using the International Emergency Economic Powers Act (IEEPA) to impose broad-based tariffs exceeded its statutory author...
Edmond De Rothschild AM Upbeat On Emerging Market Tech, Japanese Equities In 2026
As a number of wealth managers increase their exposure to emerging markets, notably tech which is undervalued compared with the US, and diversify away from the "Magnificent 7," Edmond de Rothschild Asset Managem...
Global Securities Class Action Cases Yielded Lower Payouts – Broadridge
The way that class action cases’ settlements are handled is a process that forms part of the “plumbing” of the financial world. The sheer size of payments involved means that private client advisors, wealt...
Eton Solutions Launches Direct-To-Consumer Offering
Besides its US headquarters, Eton Solutions' geographic footprint includes locations such as Singapore and the UAE. ...
Barclays Gets Ready For Singapore Private Bank Booking Centre
As reported some months ago, the UK-listed bank is re-establishing a booking centre in the jurisdiction, completing a return to where it was a decade ago. ...
Matthews Transitions Controlling Equity Ownership
California-headquartered Matthews International Capital Management announces transition in controlling equity partnership and makes senior hire. ...