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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. ...

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

New Office
23 January 2026

JTC Targets Brazil

The office has a dedicated team of professionals covering Latin America who have a “deep understanding of regional clients’ needs and expertise in fund administration, corporate and trustee solutions.” ...

Investment Strategies
23 January 2026

Ninety One Positive On UK Equities In 2026

Despite domestic headwinds, global investment manager, Ninety One, believes that UK equities stand out for investors seeking diversification away from the US. ...

White Papers
23 January 2026

Wealth Management, IPO Pipelines To Support Hong Kong Banking In 2026 – KPMG

The report struck a generally positive tone, with a few reservations concerning the intersection of cyber threats and AI to banks. ...

M and A
23 January 2026

Sweden's EQT Leans Into Secondaries Story, Agrees Coller Capital Bid

The transaction highlights the significance today of the market for "secondaries" in private market investments. Coller Capital has told this publication that market transaction volume in secondaries could reach...

New Products
23 January 2026

What’s New In Investments, Funds? – Aberdeen Investments, Manulife

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

People Moves
23 January 2026

Who's Moving Where In Wealth Management? – Cazenove Capital, JP Morgan, Others

The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East, and select jurisdictions. ...