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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...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
After emerging market equities outperformed developed ones in 2025 and as investment managers seekk to diversify portfolios in 2026, a number of wealth managers are continuing to step up exposure to emerging mar...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Private clients at the bank in Asia and the Middle East are being targeted by the change, part of a continuing trend in international wealth management. ...
US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets under management, has released its 2026 Global Private Wealth Survey, showing that private wealth investors are posi...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...