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Latest Comment & Analysis

Strategy
9 February 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"

In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...

Family Office
22 January 2026

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 ...

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
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that in parts of the market, valuations present a challenge for wealthy investors. There is an air of caution in the m...

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. ...

Latest News

Client Affairs
23 February 2026

Trump Imposes New 15 Per Cent Tariffs After US Supreme Court Ruling – Wealth Managers React

After the Supreme Court ruled on Friday that US President Donald Trump’s administration using the International Emergency Economic Powers Act (IEEPA) to impose broad-based tariffs exceeded its statutory author...

Statistics
23 February 2026

Global Securities Class Action Cases Yielded Lower Payouts – Broadridge

The way that class action cases’ settlements are handled is a process that forms part of the “plumbing” of the financial world. The sheer size of payments involved means that private client advisors, wealt...

Technology
23 February 2026

Eton Solutions Launches Direct-To-Consumer Offering

Besides its US headquarters, Eton Solutions' geographic footprint includes locations such as Singapore and the UAE. ...

Strategy
23 February 2026

Deutsche's Private Bank Eyes Latin America; Asia, MENA Businesses Growing

Release in early February of strong financial results for the German group seemed a good opportunity to ask one its senior private bankers about growth strategy, where the lender is focusing its activities, and ...

Financial Results
20 February 2026

Liechtenstein's LLB Posts Solid 2025 Figures

Liechtensteinische Landesbank (LLB) posted solid financial results in 2025, in spite of a volatile environment and integration costs resulting from the acquisition of ZKB Österreich. ...

M and A
20 February 2026

Deals Of The Day: The Latest In Wealth Management M&A – Amber River, Stone Point Capital

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...