Latest Comment & Analysis
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...
How Family Offices Should Address Private Markets When Valuations Are "Stretched"
Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that in parts of the market, valuations present a challenge for wealthy investors. There is an air of caution in the m...
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. ...
Latest News
Report Explores What Makes Effective Family Enterprise Governance
A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that make for good governance. ...
Focus On Chinese Equities In Year Of The Horse
After China hit its 5 per cent GDP target in 2025 and its equity market delivered strong returns, the UK's Association of Investment Companies asked investment managers with exposure to China about prospects for...
Wealth, Group Profits Rise Strongly At NatWest In 2025
The early weeks of 2026 are turning out to be memorable for the UK lender, having announced a major wealth management business takeover and now reporting a stronger set of results at group level and in the priva...
Who’s Moving Where In Wealth Management? – Wedlake Bell, Langham Hall
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
UBS Names Australia Wealth Management Head
The appointee has worked at a variety of firms, including Credit Suisse and Citi Private Bank. ...
A New CEO Takes Helm At Arta Finance
Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company. ...