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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

People Moves
13 February 2026

A New CEO Takes Helm At Arta Finance

Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company. ...

Strategy
13 February 2026

OPINION OF THE WEEK: UK Wealth M&A Hits New Heights

The editor examines some of the considerations and issues linked to two large corporate deals in wealth and asset management this week. ...

Alt Investments
12 February 2026

Challenges Remain For Private Equity, But Sector Recovers

Private equity has bounced back and as a sector is maturing. There are challenges around the amount of old "dry powder" of unspent capital there is around, the report says. ...

M and A
12 February 2026

Schroders' Share Price Surges After Nuveen Takeover Announcement

The early weeks of 2026 are turning out to be busy in terms of wealth sector M&A. ...

Investment Strategies
12 February 2026

Carmignac Upbeat On Emerging Markets In 2026; Makes New Hires

As wealth managers boost their exposure to emerging markets, which outperformed developed ones in 2025, Paris-based asset manager Carmignac discusses the outlook for emerging markets in 2026 and reinforce their ...

Technology
12 February 2026

Digital Digest: The Latest Tech News – Franklin Templeton, Binance

The latest technology news in the wealth management sector from around the world.444 ...