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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
UBS Sells $3 Billion Of AT1 Bonds – Media
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being shouldered with the responsibility of rescuing banks in financial trouble. When UBS rescued Credit Suisse almost three...
Wealth Managers Positive On Emerging Markets, AI, Gold, Defence
After emerging market equities outperformed many developed markets in 2025, led by a broad rally in emerging market stocks and local-currency bonds, a number of wealth managers believe that this trend will conti...
Andersen Frowns At US Relief From Minimum Corporate Tax Regime
A carve-out for US-based corporates from elements of a proposed global minimum tax regime suggests that the whole idea of such a pact is a fool's errand, the firm says. ...
Wealth Managers Ponder Venezuela Fallout
The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the Venezuelan leader and his wife. As well as raising questions about what other moves the White House might make, it...
Expanding Klay Sets Sights On Swiss Entry, Explains Business Model
The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank relationships and cross-border business and private interests, are drawn to firms that can join the strands together ...
Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of Europe, Middle East and select international locations. ...