Contact us


 

 

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. ...

Wealth Strategies
22 September 2025

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. ...

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...

Latest News

Emerging Markets
8 January 2026

Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Barings

The fund management house noted that the change comes as the Middle East nation cultivates a number of IPOs, part of a 2030 reform programme. ...

Surveys
8 January 2026

UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey

New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing that UK financial advisors are bracing for increased market volatility in 2026. ...

People Moves
8 January 2026

Switzerland's Maerki Baumann Names New CIO

The new CIO, who has been with the firm since 2018, has played a key role in shaping the private bank’s “defensive growth approach.” ...

Investment Strategies
8 January 2026

It's A Lot Easier To Advocate Gold Than Before – Industry Veteran

Written off decades ago as a "barbarous relic," a mix of geopolitics, changing financial conditions and an understanding of diversification has put gold emphatically back on the market map in recent years. We ta...

Alt Investments
8 January 2026

Private Markets Keeping Up Momentum Into 2026 – Aberdeen Investments

Aberdeen Investments has released its "Private Markets House View," showing that private markets are keeping up momentum as we head into 2026, following another high-profile year in 2025 for the asset class. ...

People Moves
8 January 2026

Who's Moving Where In Wealth Management? – VG, Simmons & Simmons, Bentley Reid, STEP

The latest moves in wealth management and adjacent sectors in the UK, rest of Europe, Middle East and select international jurisdictions. ...