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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. ...

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...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Latest News

Strategy
22 December 2025

JTC Private Office Partners With Milan-Based Management School

The partnership will involve building a thought leadership hub to help international families in a number of ways. ...

Tax
22 December 2025

Inheritance Tax Continues Drawing In More UK Revenue

Although it is a detested tax, inheritance tax certainly keeps the revenue flowing into the Treasury as thresholds remain unchanged. The scope of this tax is due to widen, affecting businesses and family-owned f...

New Office
22 December 2025

Expanding Coller Capital Gets Larger In Hong Kong

The firm manages $50 billion in secondaries across private equity, private credit, and other private market vehicles. It is growing and now has six offices in Asia: Beijing, Seoul, Melbourne, Singapore and Tokyo...

M and A
22 December 2025

Wealth, Asset Management M&A Rose In Q3, Momentum Continues – PwC

The data seems to accord with the run of reported deals this news service has covered in the North American and wider market.        ...

Investment Strategies
22 December 2025

Silver, Gold, Gilts, Healthcare Shine

FundCalibre, an online fund ratings agency and research centre, held a media event in London this month, bringing together three fund managers focusing on global bonds, global equities, and precious metals. They...

Client Affairs
19 December 2025

UK Cuts Rate; ECB Holds Steady – Wealth Managers React

After the Bank of England Monetary Policy Committee voted to cut interest rates and the European Central Bank put theirs on hold, wealth managers discuss the macroeconomic and asset allocation impact, as well as...