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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 ...
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...
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...
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...
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. ...
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. ...
This article argues that global listed real estate is due for a recovery, and that certain regions, such as Asia and Europe, are faring particularly well. ...
While the asset gathering side of the group chalked up robust figures, for wealth management for example, the overall banking group figure showed a sharp drop as specific items hit the bottom line. ...
The bank said the appointments demonstrate its desire to boost its wealth business and serve groups such as those in the affluent category. ...
The final three months of 2025 appear to have wrapped up a strong year of financial results for the Zurich-listed banking and wealth management powerhouse. ...
Standard Chartered's campaign is an example of how the worlds of banking and sports intersect. ...
The study examined a number of topics that APAC family offices are exercised about; one theme was a disconnect between those who have talked about transfer plans and those who have actually put plans and structu...