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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. ...

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...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Latest News

Investment Strategies
24 December 2025

Schroders Favours US Over European Equities, Gold

Patrick Brenner, chief investment officer, multi asset London-listed investment manager at Schroders outlines his latest multi-asset views. ...

New Products
24 December 2025

What’s New In Investments, Funds? – S64, Bridgepoint

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

New Office
24 December 2025

Nomura's International Wealth Arm Opens New DIFC Premises

Having launched a Dubai office in 2023, the Japan-headquartered group is expanding operations in the jurisdiction and wider region. ...

M and A
23 December 2025

Utmost Group Continues Wealth Pivot, Completes BPA Sale

Proceeds from the sale will pay for the group's purchase of Lombard International, and other corporate purposes, Utmost said. ...

Investment Strategies
23 December 2025

Orbital Satellite Financing – A Look At Investment Opportunities

While a complex and challenging field in some ways, investing in space satellites is also an expanding and potentially lucrative area. The authors examine some of the features of this "high frontier." The global...

Strategy
23 December 2025

OPINION OF THE WEEK: Wealth Sector Must Make Its Case More Widely

While this commentary tends to focus on Europe, its lessons for the wider world are important. In a number of developed countries, those who serve HNW clients must think their livelihoods are under pressure unle...