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
Vanguard Man Becomes Hargreaves Lansdown CEO
There's a new CEO in town at the UK-based firm, coming over from one of the largest asset managers in the US. ...
What’s New In Investments, Funds? – Guinness Global Investors
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
W1M Acquires Investment Manager Vermeer
The transaction completes a profitable year for W1M as it approaches £25 billion in AuM, up from £18 billion in June 2024, underpinned by investment performance and net new asset growth of 7.5 per cent over th...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Vontobel, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Who’s Moving Where In Wealth Management? – Sucden Financial
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
7IM Secures Record Net Sales In Q3 2025
London and Edinburgh-headquartered tech-driven wealth and investment management firm 7IM has released its sales data for the third quarter of 2025, showing record net sales. ...