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Latest Comment & Analysis

Family Office
22 January 2026

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 ...

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. ...

Latest News

Financial Results
2 February 2026

One-Off Effects Dent Julius Baer IFRS Net Profit For 2025; Underlying Earnings Gain

Underlying pre-tax profit showed a notable improvement from 2024. The headline figure was affected by a number of factors, including Julius Baer's sale of a Brazil business, net credit losses logged last year, a...

Investment Strategies
2 February 2026

Trump Nominates New Fed Chair – The Wealth Management Verdict

Thought of as being possibly more open to further interest rate cuts, Kevin Warsh has also had a reputation as a monetary policy hawk, which means that the Fed might not be as favourable towards easing as some m...

Financial Results
2 February 2026

Private Wealth Channel Shines In Blackstone's 2025 Results

As some traditional investors in private markets became fully allocated, large players in the sector, such as Blackstone, have turned towards the private wealth space as a source of investment. Blackstone's 2025...

Alt Investments
2 February 2026

The UK-China Whisky Deal Adds To Trade Momentum

UK Prime Minister Sir Keir Starmer and Chinese President Xi Jinping said that they had reset economic ties last week, including a tariff cut on Scotch whisky exports to China as well as improved access for Chine...

Compliance
2 February 2026

Compliance Corner: Crown Agents Bank, Abu Dhabi Global Market, UAE, Scotland

The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...

Investment Strategies
30 January 2026

Wealth Managers Continue To Increase Emerging Market Exposure

After emerging market equities outperformed developed ones in 2025 and as investment managers seekk to diversify portfolios in 2026, a number of wealth managers are continuing to step up exposure to emerging mar...