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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

Wealth Strategies
21 January 2026

Private Markets Haven't Peaked, Plenty Of Momentum Left – Wealth Managers

We look at some of the predictions that wealth managers around the world are making about assets, particularly in the private markets sector, which have been hot topics in recent years. ...

People Moves
21 January 2026

RBC Brewin Dolphin Makes Regional Hires, Promotions

This hires reflect the continuing trend of UK and international wealth management firms expanding their regional footprints. ...

Alt Investments
21 January 2026

In Vibrant Year For Returns, New Hedge Fund Launches Rise, Liquidations Sink

The pace of new launches speeded up last year and liquidations fell, coming at what has been one of the best years in hedge funds in more than a decade. Hedge funds are part of the toolkit that private banks and...

People Moves
21 January 2026

Who’s Moving Where In Wealth Management? – Angel Capital Scotland, Hargreaves Lansdown, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...

People Moves
20 January 2026

France's Norman K Opens Luxembourg Office, Makes Hires

The European business said it wants to be a "leading" player in Luxembourg's wealth management market. ...

Strategy
20 January 2026

Swiss Multi-Family Office Eyes AI Productivity Revolution

While reports say that adoption rates of AI are accelerating, the Swiss group reckons that it has an opportunity to gain a winning edge at a time when much of the wealth sector is not advancing that fast. ...