Contact us


 

 

Latest Comment & Analysis

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...

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. ...

Compliance
19 September 2025

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. ...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move to the rather more heavily taxed location of London, but one from which he sees plenty of opportunities for growt...

Latest News

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. ...

Strategy
30 January 2026

EXCLUSIVE: UK's Weatherbys Appoints Fintech Expert; Explains Private Bank Strategy

As well as exclusively reporting on a senior appointment at the UK bank today, WealthBriefing also sets out a recent interview it conducted with the CEO of Weatherbys. ...

M and A
30 January 2026

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Sound Financial Management

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...