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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
Global Politics, Talent Woes, Legacy Anxiety And Private Equity Seize Family Offices' Attention
A new survey of the world’s family offices sector examines what these organisations are most concerned about and where they see opportunities. ...
Singapore Gulf Bank Launches Fiat, Stablecoin Service
The launch of such a service speaks to how blockchain – aka distributed ledger technology – is continuing to make its presence felt in the banking and wealth management world. ...
A Preview On WealthBriefing Swiss Awards - Video Interview
In this video interview, the global director for our awards series explains how these awards work, the key considerations for those entering and judging them, and their value for the winners. We release this to ...
One-Off Effects Dent Julius Baer IFRS Net Profit For 2025; Underlying Earnings Gain
Underlying pre-tax profit showed a notable improvement from 2024. The headline figure was affected by a number of factors, including Julius Baer's sale of a Brazil business, net credit losses logged last year, a...
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...
Senior UBS Family Office, UHNW Client Services Figure Expands Role
In December last year, the Swiss firm made changes to its operating model, including the consolidation of its global family and institutional wealth team with its UHNW advisory activities. ...