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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...
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. ...
Latest News
Nominations Open For Fifth WealthBriefingAsia Awards 2026
Submissions are now open for the WealthBriefingAsia external asset management awards programme for this year. ...
SuMi TRUST AM Names New London Investment Management Head
Sumitomo Mitsui Trust Asset Management, a large Japanese asset manager with $748 billion assets under management, makes senior hire. ...
Deals Of The Day: The Latest In Wealth Management M&A – MSCi, Compass
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
EXCLUSIVE: The Case For Emerging Market Debt – UBP
After emerging markets delivered their strongest returns in almost a decade in 2025, Switzerland's Union Bancaire Privée explains why it is positive about emerging market debt as an asset class in 2026 despite ...
Who's Moving Where In Wealth Management? – PGIM, Simmons & Simmons, Others
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Raffles Family Office, GoUpscale, Synpulse Form Operating Platform
The platform, which tackles a "gap" in Asia's private wealth ecosystem, is aimed at external asset managers and multi-family offices. ...