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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 ...
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...
How Family Offices Should Address Private Markets When Valuations Are "Stretched"
Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that in parts of the market, valuations present a challenge for wealthy investors. There is an air of caution in the m...
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...
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. ...
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. ...
Latest News
Japanese Equities Jump After Snap Election – Reactions
After Japan’s Prime Minster Sanae Takaichi won a landslide victory in a snap election over the weekend, giving her the political room to advance her pro-growth agenda and causing equities to jump, wealth manag...
Who's Moving Where In Wealth Management? – Finserve, Welrex, Ogier, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Pre-Tax H1 2025 Profit Dips At DBS; Wealth Fees Rise
Among the details of its results, the Singapore-headquartered group said it wealth management fees helped drive income growth. ...
Deals Of The Day: The Latest In Wealth Management M&A – Söderberg & Partners, Artorius Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Summary Of Global Executive Wealth Sector Moves – December 2025
A round-up of all the moves, appointments, personnel changes and adjustments in the final month of 2025. ...
NatWest Acquires UK's Evelyn Partners In £2.7 Billion Deal
Since late last year, there's been speculation that the UK wealth management firm, created out of the merger of several organisations, was being bought by a large UK bank. NatWest reports its 2025 results on Fri...