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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...
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...
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. ...
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. ...
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. ...
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...
During the UK's Financial Planning Week 2026, led by the Chartered Institute for Securities & Investment, Depledge Strategic Wealth Management is backing the national effort to demystify financial planning and g...
WTW’s Wealth Investments business has identified key challenges and priorities facing the wealth management industry in 2026. The research, conducted in collaboration with the Thinking Ahead Institute, provide...
We talk to the international multi-family office's investment chief about its approach to capturing returns, sources of liquidity and risk management for its clients. ...
We talk to a firm that goes deep into the challenges that banks face around onboarding, risk management, operational efficiency and speed of action. The Swiss business was founded less than a quarter of a decade...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The rise in the price of gold – that most classic of safe-haven assets – continues. Brokers and wealth managers wrestle with the implications. ...