Contact us
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...
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
Crédit Agricole's Shares Sag After Slide In Pre-Tax Profit; Indosuez AuM Gains
While the asset gathering side of the group chalked up robust figures, for wealth management for example, the overall banking group figure showed a sharp drop as specific items hit the bottom line. ...
EXCLUSIVE: EU-India Trade Deal Gives Uptick To Wine Market – WineCap
After India and the EU signed a free trade agreement last week, including tariff reductions on fine wine, WineCap CEO Alexander Westgarth discusses what an opening in the Indian wine market could mean for wine i...
Full-Year 2025, Q4 Wealth Revenues Rise At UBS; Group Profits Surge
The final three months of 2025 appear to have wrapped up a strong year of financial results for the Zurich-listed banking and wealth management powerhouse. ...
Etops Strengthens Leadership Team
The firm said that these appointments mark an important step in strengthening its leadership team while the company grows consistently and supports an expanding client base of more than 2,000 institutions across...
Standard Chartered Takes Investment Onto The Football Field
Standard Chartered's campaign is an example of how the worlds of banking and sports intersect. ...
Geopolitics Weighs On Wealth Sector Professionals' Minds – Data
A report says that the lion's share of wealth sector figures find that international politics, conflicts and developments are causing concern. In other findings, the wealth sector is seen as being slow at adopt...