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Latest Comment & Analysis

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
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. ...

Latest News

Financial Results
3 February 2026

Pre-Tax Profits Surge At Deutsche Bank In 2025

Late last week, Germany's largest bank reported quarterly and full-year financial figures showing that it has come a long way from a tough period almost a decade earlier. The bank has sharply increased margins, ...

Asset Management
3 February 2026

What's New In Investments, Funds? – BlueFive Capital

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

Family Office
3 February 2026

Global Politics, Talent Woes, Legacy Anxiety And Private Equity Seize Family Offices' Attention

A new survey of the world’s family offices sector examines what these organisations are most concerned about and where they see opportunities. ...

People Moves
3 February 2026

Who's Moving Where In Wealth Management? – Withers, Utmost

The latest moves, appointments and personnel changes in the Asia-Pacific region. ...

Financial Results
3 February 2026

Net Income Rises At Italy's Intesa Sanpaolo; Bank Targets Wealth Management Growth

The European bank is eyeing significant growth on the wealth management side of its business. ...

Alt Investments
3 February 2026

Singapore Gulf Bank Launches Fiat, Stablecoin Service

The launch of such a service speaks to how blockchain – aka distributed ledger technology – is continuing to make its presence felt in the banking and wealth management world. ...