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
Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Focus On Sustainable Investment, AI And The Energy Transition – EdenTree
Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is committed to investing in businesses that deliver positive outcomes for people and the planet. ...
NatWest, Barclays In M&A Tussle To Acquire Evelyn Partners – Media
A takeover contest is continuing for UK wealth management group Evelyn Partners, the business that was formed via a series of mergers about five years ago. ...
UK Inheritance Tax Partial U-Turn On Businesses, Farms – Reactions
After the UK government announced that the level of the agricultural and business property reliefs threshold will be increased from £1 million ($1.34 million) to £2.5 million when it is introduced in April 202...
Schroders Favours US Over European Equities, Gold
Patrick Brenner, chief investment officer, multi asset London-listed investment manager at Schroders outlines his latest multi-asset views. ...
What’s New In Investments, Funds? – S64, Bridgepoint
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...