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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

Compliance
14 January 2026

Regulatory Fines Up In APAC, Europe In 2025 – Fenergo

Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management (CLM), know your customer (KYC) and transaction monitoring, has released its annual findings on global financial inst...

Financial Results
14 January 2026

Rise In JP Morgan Net Revenue In Q4 2025

The firm concluded 2025 with a strong fourth quarter, with each line of business performing well. ...

Compliance
14 January 2026

Compliance Corner: Leonteq, Germany Licence Extension

The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...

Investment Strategies
14 January 2026

Lombard Odier Outlines 10 Investment Convictions For 2026

Swiss private bank Lombard Odier sets out its views on the investment outlook and opportunities for 2026, highlighting the attractiveness of emerging markets, as well as gold and gilts. ...

New Office
14 January 2026

LGT Wealth Management Expands In Manchester

Like a number of wealth managers, UK wealth manager LGT Wealth Management has deepened its commitment to the Northwest and made a senior hire. ...

Asset Management
14 January 2026

What’s New In Investments, Funds? – First Abu Dhabi Bank, Vennre, Masar Makkah Fund, Others

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