Latest Comment & Analysis
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...
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. ...
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. ...
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
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. ...
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. ...
Buy-Side Firms Rapidly Speed Up AI Adoption – Survey
Compared with the picture painted a year ago, the use of AI by organisations such as asset managers and insurance groups has moved forward rapidly. ...
AI Hasn't Yet Set Corporate Revenues Alight As Geopolitical, Trade Risks Swirl – PwC
For private banks and wealth managers, the findings are a reminder that identifying the use cases for AI is not the same as putting ideas into profitable action. ...
Who’s Moving Where In Wealth Management? – Quilter Investors, Winckworth Sherwood, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Fiera Capital Leans Into Japanese Private Markets Story
The international investments group – headquartered in Montreal, Canada – has recently opened a number of offices, including Tokyo in October. ...