Latest Comment & Analysis
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. ...
From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance
This news service discusses establishing sources of wealth, the challenge of cryptos in a market dramatically changed by the current US administration, suspicious activity reports (SARs), and more. ...
Latest News
UBS Fires Fresh Broadside Against Proposed Swiss Capital Rules
Even if Swiss legislators back away from the proposed tougher capital rules, the story highlights how this topic matters for the competitive edge of large banks. UBS rescued Credit Suisse almost three years ago ...
HSBC Appoints Chief Commercial Officer For Wealth, Premier Banking
The new C-suite appointment comes at a time when HSBC says it is planning to ramp up its wealth management status internationally. Late last year, as reported, the UK/Hong Kong-listed bank said it had named a ne...
Who's Moving Where In Wealth Management? – Fairlight Capital Partners, Pacific Life Re
The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...
Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026 luxury sector outlook – “Luxury through the looking glass” – examining whether the industry’s present di...
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to manage clients' money as the year gets under way. ...
What's New In Investments, Funds? – UOB Asset Management
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...