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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. ...
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
BNY's Q4, Full-Year 2025 Net Income Rises; Wealth AuM Gains
With a few exceptions, results out this week for the wealth-related parts of BNY showed an improving picture for last year and the final quarter. ...
Net Earnings Rise At Goldman Sachs In 2025; Private Bank Revenues Shine
In the mix of the results, the US firm's private banking segment enjoyed stronger revenues. Looking ahead, Goldman Sachs said it has raised margin targets for the medium term in its wealth and asset management a...
Wealth Managers Nervously Eye Japanese Politics, Snap Election Called
There was a cautious tone from wealth managers after a move was made to dissolve parliament and call new elections. ...
What's New In Investments, Funds? – Invesco
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who’s Moving Where In Wealth Management? – AlTi Tiedemann Global, Cognito, Others
The latest senior moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East and select international locations. ...
UBP Bolsters Gold Exposure
At a media event in London this week, experts at Geneva-headquartered Swiss private bank Union Bancaire Privée outlined their investment outlook for 2026, highlighting opportunities in gold, in particular. ...