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
ABN AMRO Says Q4 2025 Profit Rises; Wealth Fees Increased
The Netherlands-headquartered group has added a number of private banking businesses in recent years, particularly in Germany. ...
Hoxton Wealth Makes Senior Hires
The firm said that strengthening its financial and tax leadership isn’t just a milestone for the business, it directly enhances the outcomes it delivers for clients managing complex lives. ...
EFG International Continues To Flex Sports Sponsorship Credentials
The story shows how sports and wealth management continue to overlap in areas such as investment, sponsorship and branding. ...
Pictet Releases Positive Financial Results In 2025
Yesterday, Geneva-headquartered Swiss wealth and asset manager the Pictet Group released positive unaudited results for 2025, ahead of the publication of its annual report at the end of April. ...
What’s New In Investments, Funds? – Deutsche Bank, DWS, Others
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
C-Suite Reshuffle As Standard Chartered CFO Leaves For Apollo
The departing group chief financial officer joined the bank in January 2024. An interim CFO has been named. Investors appeared taken aback and shares were down sharply yesterday morning. ...